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How to connect Qwilr and PandaDoc
Create a New Scenario to Connect Qwilr and PandaDoc
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Qwilr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Qwilr or PandaDoc will be your first step. To do this, click "Choose an app," find Qwilr or PandaDoc, and select the appropriate trigger to start the scenario.
Add the Qwilr Node
Select the Qwilr node from the app selection panel on the right.
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Add the PandaDoc Node
Next, click the plus (+) icon on the Qwilr node, select PandaDoc from the list of available apps, and choose the action you need from the list of nodes within PandaDoc.
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Authenticate PandaDoc
Now, click the PandaDoc node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your PandaDoc settings. Authentication allows you to use PandaDoc through Latenode.
Configure the Qwilr and PandaDoc Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Qwilr and PandaDoc Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Qwilr, PandaDoc, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Qwilr and PandaDoc integration works as expected. Depending on your setup, data should flow between Qwilr and PandaDoc (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Qwilr and PandaDoc
Qwilr + Salesforce: When a Qwilr proposal is accepted, a new opportunity is created in Salesforce to track the potential deal.
Qwilr + Slack: When a client views a Qwilr proposal, a notification is sent to a designated Slack channel to alert the sales team.
Qwilr and PandaDoc integration alternatives
About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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About PandaDoc
Automate document workflows with PandaDoc in Latenode. Generate, send, and track proposals/contracts without manual steps. Use Latenode to trigger PandaDoc actions from your CRM or database. Parse data, pre-fill templates, and update records when documents are signed – saving time and ensuring data accuracy across systems. Scales easily.
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See how Latenode works
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FAQ Qwilr and PandaDoc
How can I connect my Qwilr account to PandaDoc using Latenode?
To connect your Qwilr account to PandaDoc on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Qwilr and click on "Connect".
- Authenticate your Qwilr and PandaDoc accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update PandaDoc when a Qwilr quote is accepted?
Yes, you can! Latenode enables real-time updates using its visual editor, so accepted Qwilr quotes instantly trigger PandaDoc updates, streamlining your sales cycle.
What types of tasks can I perform by integrating Qwilr with PandaDoc?
Integrating Qwilr with PandaDoc allows you to perform various tasks, including:
- Automatically create PandaDoc documents from accepted Qwilr quotes.
- Update deal stages in your CRM when a PandaDoc document is completed.
- Send automated reminders for pending PandaDoc document signatures.
- Generate personalized PandaDoc contracts based on Qwilr quote data.
- Archive finalized Qwilr quotes and PandaDoc documents in a cloud storage.
Can I use JavaScript to customize Qwilr-to-PandaDoc workflows?
Yes! Latenode supports JavaScript, letting you create highly customized workflows for advanced Qwilr and PandaDoc data transformations.
Are there any limitations to the Qwilr and PandaDoc integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data mapping between Qwilr and PandaDoc fields may require custom JavaScript.
- The integration relies on the availability and stability of the Qwilr and PandaDoc APIs.
- Real-time synchronization is subject to rate limits imposed by Qwilr and PandaDoc.
