Automation tips and tricks: Pandadoc

August 23, 20221 minute read

Welcome back to another article in an ongoing series about ways to save time in your practice. This tip comes from Jeff Wilson II, CPA/PFS, CGMA, CFE, AFC, principal of The W2 Group, LLC.

We use Pandadoc to automate our engagement letter process and invoicing to QuickBooks® for daily automation. In connection with Zapier, we use PandaDoc as our engagement letter software, which automatically sends the engagement letter to the client and notifies them that it has been sent. It also invoices and collects payment on our behalf, and also updates our CRM. As a result, it knows the engagement has also been closed, while also assigning the task of engagement to the responsible staffers.

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