n8n and PandaDoc document processing · AI Automation Society

n8n and PandaDoc document processing

This has been a long-running project for me. I needed a better way to present proposals from my termite and pest control company. Termite reports are regulated by the state, and they are difficult to interpret. We needed a better way to present our findings, and reduce steps for clients to accept our repair proposals.

This workflow takes our report created with a rudimentary program. Luckily, the report can be emailed directly from the software. My workflow checks a dedicated outlook email inbox for new email with an attached pdf. It parses the flat file using PDF.CO to extract various values, creates a cover letter to interpret the original findings into a client-friendly letter, takes the proposal items and builds a smart shopping cart giving clients the ability to check the repairs they want, and sends it for signature (like a Docusign).

There is a lot going on here, and I know there were others building workflows with PandaDoc. It is not cheap, but I built what I wanted and it is saving my staff a lot of time. Hopefully this reduces barriers for the client so we get higher acceptance!

#PDF.CO #Outlook365 #PandaDoc

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