pandadoc-invoice-handoff
Turn a signed quote or proposal into an invoice — find quotes that completed and have not been invoiced yet, reuse their pricing, create the invoice from a template, and send it on confirmation. Use when someone asks to invoice a closed deal or wants signed quotes swept for invoicing.
Pinned to revision 4e8964e24a5a, so it is the text this page describes rather than whatever the author pushed since.
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