Create ANY Document with PandaDoc in n8n ($60K/yr Saved)

In this podcast, Jono Catliff explains how to automate document generation using n8n and PandaDoc. He highlights the benefits of automating contracts, proposals, and invoices, including time savings and increased potential revenue. He discusses PandaDoc features like automatically filled fields, e-signatures with payment prompts, custom terms, and dynamic pricing tables. He also covers the technology costs and limitations, including the need for an n8n account and a PandaDoc account with API integrations, and provides a workaround using make.com. He then walks through setting up proposals in PandaDoc, including customizing templates, adding custom variables, and integrating payment gateways, and explains the workflow, which involves a trigger, an AI node for polishing the agreement, and generating the document using HTTP requests. Finally, he touches on automating the bookkeeping process using make.com to reconcile payments with QuickBooks or Google Sheets.