Service Order Templates can both:

• Receive information from a Monday Board (typically Sales Pipeline) via Monday's Pandadoc integration
• Send information back to a Monday Board (Sales Pipeline via the Make.com Scenario PandaDoc - Document state changed)

Mapping a Template to Receive Information from a Monday board

1. Open the updates of any item on the Monday board.
2. Go to the Pandadoc Items tab (if it is missing, click the + sign at the end of the tabs list to add it).
3. In the top right corner, click the gear icon (NOT the one next to the word Settings).  
4. Click Variables.
5. The Variables list shows all fields on the Monday board and sample data for the item you have selected.
6. Hover over a variable name.  On the right side, click the icon to copy the variable name to the clipboard.
7. Paste that variable in the Pandadoc template where you want the information to populate.
8. Now, when a user uses the Pandadoc Items tab and selects your template, the variables you pasted into the document will be replaced with the actual item data from the Monday board.

Mapping a Template to Send Information back to Sales Pipeline

1. In a Pandadoc Template, insert a text field.
2. Click on the text field.
3. Click on the Properties icon .  The “Text Field” properties box opens on the right side of the page.
4. Change the Field ID to one of the following:

*Signer fields are only populated if they are blank

To request mapping to another Monday board other than Sales Pipeline, open an Ops Request.

Ready for Contract

1. On the Sales Pipeline board, find the item
2. Fill in the following required columns:
   1. Company Name      *This is the auto group name (if a standalone store not part of an auto group, use the store name)
   2. Signer First Name    *This is the person you are sending the contract to.
   3. Signer Last Name
   4. Signer Email
   5. Signer Job Title
   6. Subscription
   7. Referral Source
   8. Rooftop Count
3. Set the Status to Ready for Contract
4. Click into the conversation updates
5. Click on the PandaDoc Items tab
6. Click Create New Document
7. Select the appropriate service order template
8. Click the Add 1 item button at the bottom
9. Fill out Client contact info at the top (under “Role: Client”)
10. The rest of the contacts are already pre-filled
11. Click the Continue button
12. The contract is created and opened in a new window
13. Rename the contract by changing the name in the top left - add Service Order to the end of the name
14. Click the Send button (top right)
15. Click Send via email
    1. 🚦 A Make.com scenario will change the Status to Contract Sent when the PandaDoc is sent

Contract Sent - Sales Handoff Survey

1. When Status changes to Contract Sent, 
2. 🚨 Automation will fill in the Link column = a link to this item
3. 🚨 When Link is filled in, if signup type=PandaDoc, an Email notification is sent to the Lead Assignee (Sales) with a link to the SuperForm Sales Handoff Form
4. Lead Assignee (Sales) is to fill out the Sales Handoff SuperForm using the link they were emailed.
   1. 🚨 SuperForm will update specific fields on the item using the survey answers:
      1. Signer Type
      2. Onboarding Type
      3. Signer Persona
      4. Onboarding Persona
      5. Enterprise
      6. Expansion
   2. TBD - ✴️ When any of these fields are updated, a Zapier Zap will update the corresponding Rocketlane Project Fields.

Signed by all Parties

1. Once the contract has been signed by both parties, PandaDoc sends notifications to:
   1. VP of Sales
   2. VP of Customer Success
   3. Director of Customer Success
   4. Controller
   5. Data Team
2. 🚦 A Make.com scenario will:
   1. 🚦 Fill in all applicable fields on the Sales Pipeline board item, including:
      1. Primary Contact First Name
      2. Primary Contact Last Name
      3. Primary Contact Title
      4. Primary Contact Phone
      5. Primary Contact Email Address
      6. Onboarding Contact Name
      7. Onboarding Contact Title
      8. Onboarding Contact Phone
      9. Onboarding Contact Email
      10. AP Contact Name
      11. AP Contact Title
      12. AP Contact Phone
      13. AP Contact Email
   2. 🚦 Change the Status of the Sales Pipeline board item according to the below rules.  Certain fields are required for items to go into Rocketlane:
      ˆ• Property ID
      ˆ• Domain
      ˆ• Primary Contact Email
      1. If all required fields are filled in, status is set to Rocketlane and the Rocketlane project is created.
      2. If all required fields are NOT filled in, status is set to Contract Signed - Needs CS Review and the item moves up to the top group on the page (for visibility by CS and Ops)

Customer Does Not Sign In Pandadoc (Manual Process)

If a customer prints and signs a Pandadoc and returns a PDF to you instead of signing it in Pandadoc, here is the process to follow.  These are the automated steps that Make.com would normally perform, but cannot if the dealer signed a hard copy.

1. Check the contract for Contact Information provided by the dealer.  Update these fields on the Sales Pipeline board item:
   1. Signer First Name  *If not filled in, or the signer was someone different than you sent it to
   2. Signer Last Name
   3. Signer Email
   4. Signer Job Title
   5. Primary Contact First Name
   6. Primary Contact Last Name
   7. Primary Contact Email Address
   8. Primary Contact Phone
   9. AP Contact Name   *REQUIRED
   10. AP Contact Title
   11. AP Contact Phone
   12. AP Contact Email Address   *REQUIRED
   13. Onboarding Name   *This would be a Technical Contact who can help with Onboarding data access
   14. Onboarding Title
   15. Onboarding Email
   16. Onboarding Phone
2. Create an item update and upload the signed contract.  Tag the Controller in the update so they have a copy of the contract.
3. Set the Status to Rocketlane