Auto create a proposal when you update a deal in your CRM using Zapier
In this video, you'll learn how to automate the creation of a PandaDoc proposal from HubSpot using Zapier, enabling you to generate customised client documents without creating yourself, saving you valuable time and streamlining your sales process. ➝ Get a 14 day free trial with PandaDoc and try it yourself: https://trfc.co/pandadoc
-- Chapters --
00:00 Introduction
01:10 Finding Association Details
03:35 Utilising PandaDoc Templates
04:16 Customising PandaDoc
05:33 PandaDoc Variables
06:35 Previewing
08:05 Fine-Tuning and Publishing the Zap
08:43 Conclusion
😎 Try PandaDoc for free: https://trfc.co/pandadoc
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-- Video Summary --
*Introduction to Automation:*
explained how to set up an automation that allows you to generate a PandaDoc proposal when you move a sales card in a CRM tool, such as HubSpot, to a specific deal stage.
*Understanding Triggers:*
moved a deal to the "Decision Maker Bought In" stage in HubSpot to activate the automation.
showcased how the updated deal stage in HubSpot serves as a trigger for the Zap to start the proposal generation process.
*Configuration Steps:*
illustrated the steps in Zapier to locate the association, pull out company and contact details, and use these details to create a PandaDoc document.
The association required finding the deal ID and specifying the types of associations needed (company and contact).
*PandaDoc Template and Variables:*
selected a template from PandaDoc and discussed how to automate the filling of the document's variables with data from HubSpot.
demonstrated how fields in the template could be populated automatically, like the client's first name, last name, and company information.
*Finalization of the Document:*
explained how you could set the document to be sent out immediately or saved as a draft to be reviewed manually before sending.
guided you through the testing process to ensure everything is functioning correctly in the draft document.
*Review of the Proposal:*
The generated proposal was shown, highlighting how it includes the company and contact details filled in from the tokens set up in Zapier.
pointed out that while some parts, like the pricing table, may require manual input or a more complicated Zap setup, the process is designed to be accessible even for beginners.
*Sending the Final Document:*
After the draft version is ready, mentioned the steps to send it out for signing, either by email or a shared link.
😎 Try PandaDoc for free: https://trfc.co/pandadoc
-- Stuff --
🧡 Incredible software for CRM and Marketing: https://trfc.co/hubspot
🍀 My favourite proposal software is PandaDoc: https://trfc.co/pandadoc
🎬 I use Screen Studio to easily record most of this video: https://trfc.co/screenstudio
🧑💻 My super powered web browser is Sidekick: https://trfc.co/sidekick
📝 Go to for more advanced forms https://trfc.co/jotform
⏱️ Preferred project management software https://trfc.co/clickup
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🎶 I love Epidemic Sound for video music: https://trfc.co/epidemic
Please note that I might receive commission on purchases made through various links on this page.
-- Terrific --
https://terrific.digital
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