When a HubSpot CRM deal stage changes to a deal stage of your choice, Make will automatically create and send a PandaDoc document from a PandaDoc template. You have to create your PandaDoc template beforehand or use one of the PandaDoc public templates.

When a HubSpot CRM deal stage changes to a deal stage of your choice, Make will automatically create and send a PandaDoc document from a PandaDoc template.
You have to create your PandaDoc template beforehand or use one of the PandaDoc public templates.
Download the blueprint JSON file after purchase.
Open Make.com → go to Scenarios → click Import Blueprint.
Select the downloaded JSON file and confirm.
Connect your app credentials in each module.
Run once manually to test, then activate the schedule.
Setup guide included
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