Bulk document generation


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    Alexander Litvinn

    Hi there!

    This is possible with the help of Zapier integration. Essentially, you create a set of rules, for example, "Document A has been completed in app X > new document created in app Y". This would really depend on the type of workflow you'd like to employ but the typical Zap I can see used for this case would look something like this: Record updated in Salesforce > Create PandaDoc Document, and the 2nd part of the Zap would look like this: Document Completed in PandaDoc > Create Attachment.

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