Sales

Dynamic Invoice & Contract

One form submission generates a fully itemized contract and invoice automatically.

What It Does

When a sales call form is submitted, this automation builds a fully dynamic PandaDoc document with a custom pricing table — pulling in every line item, price, discount, and optional upsell directly from the form. Zero-value items are automatically filtered out so only what was agreed on appears. The document is sent to the client to sign and pay in one step.

The Problem It Solves

Building contracts and invoices manually after every sales call — calculating line items, applying discounts, and formatting everything — takes 30+ minutes per document and is soul-crushing at scale. Sending contracts and invoices separately means clients sign but delay paying, creating cash flow gaps that compound over time.

Before & After

Before

30+ minutes spent building each contract and invoice manually
Pricing tables calculated by hand with frequent errors
Optional upsells and discounts applied inconsistently
Contracts and invoices sent separately, delaying payment

After

Full document generated in seconds after form submission
Every line item, discount, and upsell pulled from the form automatically
Zero-value items filtered out automatically
Client signs and pays in a single seamless document

Tools Used

n8n

PandaDoc

OpenAI

Google Sheets

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