Connect Foodzilla + PandaDoc via Zapier

Create beautiful, professional documents for your nutrition practice with the Foodzilla + PandaDoc integration. Connect via Zapier to automatically generate proposals, contracts, and onboarding documents when client events happen in Foodzilla.

 

Why Connect PandaDoc to Foodzilla?

PandaDoc makes it easy to create, send, and track documents with built-in e-signatures and payment collection. When connected to Foodzilla, it streamlines your entire client workflow:

Generate branded proposals automatically for new nutrition clients

Send contracts with pricing tables when programs are selected

Collect payments directly within documents

Track document engagement to know when clients view and sign

Close deals faster with professional, automated document workflows.

 

What Can You Automate?

Zapier connects Foodzilla events to PandaDoc actions, enabling automated document generation for nutrition professionals.

Foodzilla to PandaDoc

- Client Added: Create document from template for new client agreement

- Meal Plan PDF Link Created: Send document with program details and pricing

- Receive Chat Message: Create contact in PandaDoc for future proposals

PandaDoc to Foodzilla

- Document Completed: Add client to Foodzilla and start onboarding

- Document Paid: Send welcome message via chat

- Document Viewed: Trigger follow-up to encourage completion

Turn every client interaction into a professional document experience.

 

Who Is This For?

Perfect for:

Nutrition coaches sending proposals for premium programs

Practices needing branded, professional documents

Businesses wanting to collect payments with contracts

Elevate your client experience with beautiful documents.

 

Getting Started

To connect Foodzilla and PandaDoc via Zapier, you'll need:

1. A Foodzilla account

2. A PandaDoc account

3. A Zapier account

Choose your trigger (e.g. "Client Added") and action (e.g. "Create Document from Template"), select your template, and automate your document workflow.

Start automating documents with Foodzilla + PandaDoc integration.