Automatically create PandaDoc contract from HubSpot Deal information
I need someone to help with existing Zapier setups. 1. HubSpot deal moves to a stage called “Draft Engagement Letter” 2. Filters for the proper scopes from HubSpot deal to match with the proper PandaDoc template 3. Creates a PandaDoc from template and populates the information for the template + adds metadata 4. Pauses 5. …