I'm trying to get an automatically generated NDA sent to potential clients who fill in a form requesting a quote on the website (if required). The information is sync-ed to Salesforce.
We have PandaDoc on Opportunities, so I'm thinking that the scenario is as follows: the field NDA Requested is updated to True and that triggers PandaDoc to create the NDA, pulling the information from the Opportunity and sends the NDA to the requester. Is that possible? Would I be able to use a custom trigger to have PandaDoc create a document from a template for me?
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