We highly recommend to contact integration platforms to figure out what metrics they can extract. Sometimes integration platforms don't have certain metrics out of the box, so it's better to contact them.
Useful integrations
1
Add a customer
(Quickbooks) when a document is completed in PandaDoc
2
Add a customer
(Quickbooks) when a document sent in PandaDoc
3
Add a customer
(Quickbooks) when a document is paid in PandaDoc
4
Add a customer
(Quickbooks) when a document event occurs based on the event parameter in PandaDoc
5
Create or update a vendor
(Quickbooks) when a document is completed in PandaDoc
6
Create or update a vendor
(Quickbooks) when a document sent in PandaDoc
7
Create or update a vendor
(Quickbooks) when a document is paid in PandaDoc
8
Create or update a vendor
(Quickbooks) when a document event occurs based on the event parameter in PandaDoc
9
Add a refund
(Quickbooks) when a document is completed in PandaDoc
10
Add a refund
(Quickbooks) when a document sent in PandaDoc
11
Add a refund
(Quickbooks) when a document is paid in PandaDoc
12
Add a refund
(Quickbooks) when a document event occurs based on the event parameter in PandaDoc
13
Add an expense
(Quickbooks) when a document is completed in PandaDoc
14
Add an expense
(Quickbooks) when a document sent in PandaDoc
15
Add an expense
(Quickbooks) when a document is paid in PandaDoc
16
Add an expense
(Quickbooks) when a document event occurs based on the event parameter in PandaDoc
17
Create or update an invoice
(Quickbooks) when a document is completed in PandaDoc
18
Create or update an invoice
(Quickbooks) when a document sent in PandaDoc
19
Create or update an invoice
(Quickbooks) when a document is paid in PandaDoc
20
Create or update an invoice
(Quickbooks) when a document event occurs based on the event parameter in PandaDoc
21
Add an item to an invoice
(Quickbooks) when a document is completed in PandaDoc
22
Add an item to an invoice
(Quickbooks) when a document sent in PandaDoc
23
Add an item to an invoice
(Quickbooks) when a document is paid in PandaDoc
24
Add an item to an invoice
(Quickbooks) when a document event occurs based on the event parameter in PandaDoc
25
Send an invoice
(Quickbooks) when a document is completed in PandaDoc
26
Send an invoice
(Quickbooks) when a document sent in PandaDoc
27
Send an invoice
(Quickbooks) when a document is paid in PandaDoc
28
Send an invoice
(Quickbooks) when a document event occurs based on the event parameter in PandaDoc
29
Add a payment
(Quickbooks) when a document is completed in PandaDoc
30
Add a payment
(Quickbooks) when a document sent in PandaDoc
31
Add a payment
(Quickbooks) when a document is paid in PandaDoc
32
Add a payment
(Quickbooks) when a document event occurs based on the event parameter in PandaDoc
More integrations
More integrations to Quickbooks
Create a list of all your transactions and double-check them with Quickbooks. Integrating payment providers through automation makes it easy to keep track of everything while you're busy running the business, and accounting teams are often more than happy to help automate their work in return for being able to spend less time on administrative tasks.
With these integrations, possibilities are near limitless and we're excited about sharing this opportunity with you.
When it comes to signing a contract, Pandadoc is the best tool. You can update your CRM records when a document is ready, save it into a cloud storage and get chat notifications. There are no limits to automating your business processes.