Automated 3-in-1 Document Generator with Make.com
In this step-by-step blueprint, we’ll guide you through using Make.com’s Iterators and Aggregators to create a fully automated system that generates a 3-in-1 document for invoices, contracts, and proposals.
We cover two key scenarios:
- Basic functionality of iterators and aggregators, showing you how these powerful tools work within Make.com.
- A real-world use case, where we integrate PandaDoc to automate the generation of invoices, contracts, and proposals in a single document—saving you time and reducing manual work.
With this automation, you'll be able to:
✅ Create invoices, contracts, and proposals automatically with just a few clicks
✅ Use iterators and aggregators in Make.com for efficient data handling
✅ Integrate PandaDoc to generate professional, editable documents
✅ Streamline your document generation and eliminate manual errors
About Me
Hi, I’m Bishal Paul, passionate about creating automation templates that simplify complex processes. Have questions or need help setting this up? I’m here to help!
🔗 Let’s connect: https://www.linkedin.com/in/bishal-paul-in/
🌐 More templates:https://automatewithbishal.gumroad.com/
Ready to automate your lead workflow? Click “Buy Now” and start responding to leads in seconds! 🚀
A complete Make.com automation blueprint that combines iterators, aggregators, and PandaDoc to automatically generate invoices, contracts, and proposals—all in one document.