Create a QuickBooks invoice from a completed PandaDoc document - make Workflow | Neura Market | Neura Market
Create a QuickBooks invoice from a completed PandaDoc document
Create a new QuickBooks invoice (and a customer if it doesnt already exist) from a completed PandaDoc document.
PandaDoc document has to include a Pricing table. You can schedule the scenario to run as you need but adjust the first filter (only the most recent) accordingly. For example, if it runs once a day, only documents modified in the last 24 hours should pass the filter.