How to Automate Contract Sending with PandaDoc & Make (Automation Tutorial)
267 بار بازدید -
3 ماه پیش
-
Unlock the secrets to building
Unlock the secrets to building a Scale Proof agency with our personalized 20+ page document BASED ON YOUR PAIN POINTS
→ https://ctaoq1fxqm7.typeform.com/to/Z...
Book in a Demo call with our team → https://calendly.com/fluxomate/demons...
Want to work with us to save 100 hours a month in your agency with a scalable system that will allow you to take on more clients without ruining your service delivery or profit margins?
Check out this quick video going over what we do! https://www.fluxomate.com/agency-acce...
SUBSCRIBE → @fluxomate
---
In this video, I give you a complete tutorial on how you can create customised Pandadoc Contracts automatically using make.com a no-code automation tool which allows you to connect different applications seamlessly. I'll show you how you can set up the template in Pandadoc and show you a live build of the make.com automation to break down exactly how you can set this up to cut down any delays in your onboarding process and save your team hundreds of hours every single month!
As always if you have any questions about anything in this video do not hesitate to drop a comment below we are here to support you!
0:00 - How to Automate Your Pandadoc Contracts with Make.com
1:17 - Setting up Contract Template with Variables in PandaDoc
4:49 - Live set-up of Make.com Contract Automation
11:55 - Testing the Contract Automation
13:40 - The Perfect Onboarding System
14:19 - Summary + Free Tools
---
My name is Leo and I’m the owner of Fluxomate an automation agency that specializes in creating custom solutions for SMM agencies looking to scale...
We release all of this content for free to get you started on your automation journey to begin removing yourself from the day-to-day in your agency and focus on the important stuff!
The only thing we ask from you?
Take 20 minutes of your day and implement this in your agency - It’s a complete game changer.
---
Follow us on our other platforms:
Instagram: Instagram: fluxomate
Tiktok: TikTok: fluxomateai
Twitter: Twitter: fluxomate
→ https://ctaoq1fxqm7.typeform.com/to/Z...
Book in a Demo call with our team → https://calendly.com/fluxomate/demons...
Want to work with us to save 100 hours a month in your agency with a scalable system that will allow you to take on more clients without ruining your service delivery or profit margins?
Check out this quick video going over what we do! https://www.fluxomate.com/agency-acce...
SUBSCRIBE → @fluxomate
---
In this video, I give you a complete tutorial on how you can create customised Pandadoc Contracts automatically using make.com a no-code automation tool which allows you to connect different applications seamlessly. I'll show you how you can set up the template in Pandadoc and show you a live build of the make.com automation to break down exactly how you can set this up to cut down any delays in your onboarding process and save your team hundreds of hours every single month!
As always if you have any questions about anything in this video do not hesitate to drop a comment below we are here to support you!
0:00 - How to Automate Your Pandadoc Contracts with Make.com
1:17 - Setting up Contract Template with Variables in PandaDoc
4:49 - Live set-up of Make.com Contract Automation
11:55 - Testing the Contract Automation
13:40 - The Perfect Onboarding System
14:19 - Summary + Free Tools
---
My name is Leo and I’m the owner of Fluxomate an automation agency that specializes in creating custom solutions for SMM agencies looking to scale...
We release all of this content for free to get you started on your automation journey to begin removing yourself from the day-to-day in your agency and focus on the important stuff!
The only thing we ask from you?
Take 20 minutes of your day and implement this in your agency - It’s a complete game changer.
---
Follow us on our other platforms:
Instagram: Instagram: fluxomate
Tiktok: TikTok: fluxomateai
Twitter: Twitter: fluxomate
3 ماه پیش
در تاریخ 1403/02/14 منتشر شده
است.
267
بـار بازدید شده