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	<title>wunderdocs</title>
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	<link>https://wunderdocs.io</link>
	<description>Connect, automate and simplify PDF workflow</description>
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	<title>wunderdocs</title>
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	<item>
		<title>How to create a test drive application form by connecting your CRM (hubspot, pipedrive, etc.) with wunderdocs PDF document automation</title>
		<link>https://wunderdocs.io/blog/how-to-create-a-test-drive-application-form-by-connecting-your-crm-hubspot-pipedrive-etc-with-wunderdocs-pdf-document-automation/</link>
		
		<dc:creator><![CDATA[sebastian]]></dc:creator>
		<pubDate>Thu, 20 Apr 2023 10:40:34 +0000</pubDate>
				<category><![CDATA[Automation]]></category>
		<category><![CDATA[Productivity]]></category>
		<category><![CDATA[crm]]></category>
		<category><![CDATA[document automation]]></category>
		<category><![CDATA[hubspot]]></category>
		<category><![CDATA[pdf]]></category>
		<category><![CDATA[test drive form]]></category>
		<category><![CDATA[wunderdocs]]></category>
		<category><![CDATA[zapier]]></category>
		<guid isPermaLink="false">https://wunderdocs.io/?p=6741</guid>

					<description><![CDATA[how to connect hubspot to the document automation solution wunderdocs to automate the creation of a test drive form]]></description>
										<content:encoded><![CDATA[
<p>A test drive application form is a form that car dealerships or manufacturers use to gather the essential data from prospective buyers interested in taking a test drive. This form helps dealerships in managing appointments, keeping track of customer information, and comply with any legal requirements&nbsp;regarding test drives. The following details are frequently included on a test drive application form:</p>



<ol class="wp-block-list">
<li>Personal information: The test-drive applicant&#8217;s name, address, phone number, and email address.<br>Information about a driver&#8217;s license: the applicant&#8217;s license number, the country where it was issued, and the expiration date.</li>



<li>Vehicle details: The year, make, model, and any distinctive features of the car the client is interested in testing out.</li>



<li>Preferred time and date: The preferred test drive time and date that the dealership can use to book the appointment.</li>



<li>Insurance information: Details of the applicant&#8217;s insurance policy (if required by the dealership), including the policy number and provider.</li>



<li>Terms and conditions: A section outlining the terms and conditions for the test drive, such as any age or driving experience requirements, and an acknowledgment that the customer is responsible for any damages caused during the test drive.</li>



<li>Signature: The applicant&#8217;s signature to confirm that they agree to the terms and conditions, and that the information provided is accurate.</li>
</ol>



<p>After the form is submitted and reviewed by the dealership, they will usually contact the applicant to confirm the test drive appointment and provide any additional information or instructions.</p>



<p>To automatically create a test drive application form you can use your CRM system of choice with zapier to connect it to wunderdocs and automatically fill out any information into your document. </p>



<div class="wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex">
<div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow">
<p>To fill the document you just need to:</p>



<ul class="wp-block-list">
<li>Create a new wunderdocs template</li>



<li>Add the necessary fields the the template</li>



<li>Connect your template to a zapier or&nbsp;<a href="http://make.com/" rel="noreferrer noopener nofollow" target="_blank">make.com</a>&nbsp;workflow by using your wunderdocs API Key which you find in the settings</li>



<li>Automatically populate the template and send the final document to a workflow of your choosing</li>
</ul>
</div>



<div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow">
<figure class="wp-block-image size-large is-resized"><img fetchpriority="high" decoding="async" src="https://wunderdocs.io/wp-content/uploads/2023/04/testdrive-1024x986.png" alt="test drive form template" class="wp-image-6742" style="width:512px;height:493px" width="512" height="493" srcset="https://wunderdocs.io/wp-content/uploads/2023/04/testdrive-1024x986.png 1024w, https://wunderdocs.io/wp-content/uploads/2023/04/testdrive-300x289.png 300w, https://wunderdocs.io/wp-content/uploads/2023/04/testdrive-768x739.png 768w, https://wunderdocs.io/wp-content/uploads/2023/04/testdrive-1536x1479.png 1536w, https://wunderdocs.io/wp-content/uploads/2023/04/testdrive.png 1550w" sizes="(max-width: 512px) 100vw, 512px" /></figure>
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<figure class="wp-block-image size-large"><img decoding="async" width="1024" height="688" src="https://wunderdocs.io/wp-content/uploads/2023/04/hubspot-document-automation-1024x688.png" alt="" class="wp-image-6744" srcset="https://wunderdocs.io/wp-content/uploads/2023/04/hubspot-document-automation-1024x688.png 1024w, https://wunderdocs.io/wp-content/uploads/2023/04/hubspot-document-automation-300x202.png 300w, https://wunderdocs.io/wp-content/uploads/2023/04/hubspot-document-automation-768x516.png 768w, https://wunderdocs.io/wp-content/uploads/2023/04/hubspot-document-automation-1536x1032.png 1536w, https://wunderdocs.io/wp-content/uploads/2023/04/hubspot-document-automation-2048x1376.png 2048w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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<div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow">
<p>After connecting wunderdocs to zapier or&nbsp;<a href="http://make.com/" target="_blank" rel="noreferrer noopener nofollow">make.com</a>&nbsp;you can connect your template fields to the input of your choosing simply by adding each field to the payload of your action</p>
</div>
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]]></content:encoded>
					
		
		
			</item>
		<item>
		<title>A complete beginner&#8217;s guide to picking the Best automation platform: Zapier vs. Make.com</title>
		<link>https://wunderdocs.io/blog/zapier-vs-make-com-beginners-guide-to-automation-platforms/</link>
		
		<dc:creator><![CDATA[dennis]]></dc:creator>
		<pubDate>Tue, 18 Apr 2023 13:57:30 +0000</pubDate>
				<category><![CDATA[Productivity]]></category>
		<category><![CDATA[Products]]></category>
		<category><![CDATA[Solutions]]></category>
		<category><![CDATA[automation]]></category>
		<category><![CDATA[make.com]]></category>
		<category><![CDATA[zapier]]></category>
		<guid isPermaLink="false">https://wunderdocs.io/?p=6728</guid>

					<description><![CDATA[Streamline Your Workflows and Boost Productivity with the Right Automation Tool Introduction: The Automation Revolution In today&#8217;s fast-paced digital world, automation platforms like Zapier and Make.com have become essential for streamlining workflows and maximizing productivity. This beginner&#8217;s guide will compare these two leading platforms to help you determine which one best suits your needs. By [&#8230;]]]></description>
										<content:encoded><![CDATA[
<h2 class="wp-block-heading">Streamline Your Workflows and Boost Productivity with the Right Automation Tool</h2>



<h3 class="wp-block-heading">Introduction: The Automation Revolution</h3>



<p>In today&#8217;s fast-paced digital world, automation platforms like Zapier and Make.com have become essential for streamlining workflows and maximizing productivity. This beginner&#8217;s guide will compare these two leading platforms to help you determine which one best suits your needs. By understanding their features, use cases, and support systems, you can make an informed decision that will optimize your workflow and give you a competitive edge.</p>



<h3 class="wp-block-heading">Zapier: The Integration Powerhouse</h3>



<p>Zapier is a widely popular automation tool that enables users to connect and automate tasks across a vast array of web applications, without requiring any coding expertise. Its primary selling point is its extensive library of app integrations, currently numbering in the thousands. With such a broad array of options, Zapier empowers users to create custom workflows that suit their specific requirements.</p>



<h3 class="wp-block-heading">Make.com: A User-friendly Newcomer</h3>



<p>Make.com is a relatively newer entrant in the automation market, offering an easy-to-use, no-code platform for automating tasks and workflows. While it may not yet have as many app integrations as Zapier, it has quickly gained traction for its user-friendly interface and innovative features. Make.com&#8217;s intuitive drag-and-drop visual builder makes it easy for beginners to create automation workflows and harness the power of automation to streamline their work.</p>



<h3 class="wp-block-heading">Feature Showdown: Zapier vs. Make.com</h3>



<h4 class="wp-block-heading">App Integrations: Quantity vs. Quality</h4>



<p>One of the most crucial factors to consider when choosing an automation platform is the number of available app integrations. Zapier boasts a vast library, while Make.com is rapidly expanding its offerings. Zapier&#8217;s integrations span across various categories, from project management to social media automation, making it a versatile choice for businesses of all sizes. On the other hand, Make.com&#8217;s growing list of integrations is carefully curated, focusing on quality over quantity.</p>



<h4 class="wp-block-heading">Ease of Use: A Battle of User Experience</h4>



<p>Both Zapier and Make.com prioritize user-friendliness, but Make.com&#8217;s intuitive drag-and-drop interface has garnered particular praise from users. Make.com&#8217;s visual builder makes it simple for beginners to create complex workflows without needing to learn any coding. Zapier, while still user-friendly, may require a slightly steeper learning curve for those new to automation.</p>



<h4 class="wp-block-heading">Pricing: Finding the Best Value for Your Needs</h4>



<p>Comparing the pricing structures of both platforms is essential for determining the best value for your specific needs. Zapier offers a free plan with limited capabilities, while Make.com has a more flexible pricing model that caters to different user requirements. Zapier&#8217;s paid plans unlock more advanced features, making it suitable for larger businesses or those with more complex workflows. Make.com&#8217;s pricing structure aims to provide affordability without sacrificing functionality, appealing to smaller businesses and individual users.</p>



<h4 class="wp-block-heading">Customization: Flexibility for Your Unique Workflows</h4>



<p>Customization options can significantly impact the effectiveness of your automations. While Zapier offers conditional logic and multi-step workflows, Make.com has a unique visual builder that provides even more customization possibilities. With Make.com&#8217;s visual builder, users can quickly create custom workflows tailored to their specific needs, making it an attractive option for those seeking greater flexibility in their automation platform.</p>



<h4 class="wp-block-heading">Real-world Success: Zapier and Make.com Use Cases</h4>



<p>Real-world examples of how businesses have successfully implemented Zapier and Make.com for their automation needs can provide valuable insights into the platforms&#8217; capabilities and potential benefits. In this section, we&#8217;ll explore case studies from a variety of industries, demonstrating how both platforms have helped businesses streamline their workflows, save time, and increase productivity. From marketing agencies using Zapier to automate social media campaigns to e-commerce businesses employing Make.com to manage order processing, the versatility and impact of these platforms are evident across various sectors.</p>



<h4 class="wp-block-heading">Seamless Integration: Fitting Your Automation Platform into Your Existing Systems</h4>



<p>Ensuring that your chosen automation platform can seamlessly integrate with your current systems is crucial for a smooth transition. Both Zapier and Make.com have extensive documentation and support resources to help with integration. Zapier&#8217;s vast library of integrations and developer-friendly API make it a highly compatible choice for many businesses. Meanwhile, Make.com&#8217;s focus on quality integrations and user-friendly interface ensures that you can easily incorporate it into your existing workflows with minimal disruption.</p>



<h4 class="wp-block-heading">Community and Support: Finding Help When You Need It</h4>



<p>A strong community and reliable support system are vital aspects to consider when choosing an automation platform. This section will compare the community engagement and support options available for both Zapier and Make.com users. Zapier has a well-established user community, offering forums, webinars, and an extensive knowledge base to help users troubleshoot and optimize their workflows. Make.com, while newer, has quickly built a dedicated user community, offering responsive support, detailed documentation, and an active online forum for users to share their experiences and insights.</p>



<h4 class="wp-block-heading">Conclusion: Making the Right Choice for Your Automation Needs</h4>



<p>Ultimately, the choice between Zapier and Make.com will depend on your specific needs, preferences, and budget. By evaluating the features, use cases, and support systems of both platforms, you can make an informed decision that will help optimize your workflow and boost productivity. Whether you prioritize a vast library of integrations with Zapier or the user-friendly interface and flexible customization options of Make.com, selecting the right automation platform can significantly enhance your efficiency and give you a competitive edge in the digital age.</p>



<h3 class="wp-block-heading">Frequently Asked Questions: Zapier and Make.com</h3>



<p>To further assist you in making an informed decision, we&#8217;ve compiled a list of frequently asked questions about Zapier and Make.com. These answers will address common concerns and provide additional insights into the advantages and limitations of each platform.</p>



<h3 class="wp-block-heading">Can I use both Zapier and Make.com simultaneously?</h3>



<p>Yes, you can use both platforms simultaneously to capitalize on their unique features and integrations. Some businesses choose to use Zapier for specific tasks that require its extensive app library, while employing Make.com for its user-friendly interface and customization options in other areas of their workflows.</p>



<h4 class="wp-block-heading">How secure are Zapier and Make.com?</h4>



<p>Both Zapier and Make.com prioritize data security and follow industry best practices to protect user information. They employ encryption, secure data storage, and regular security audits to ensure your data remains safe. For more detailed information on their security measures, you can review their respective security documentation.</p>



<h4 class="wp-block-heading">Can I cancel or change my subscription at any time?</h4>



<p>Both Zapier and Make.com offer flexible subscription plans, allowing you to change or cancel your subscription at any time. For specific cancellation and refund policies, you should consult their respective terms of service and support resources.</p>



<h4 class="wp-block-heading">Do Zapier and Make.com offer educational resources for beginners?</h4>



<p>Yes, both platforms offer a wealth of educational resources to help beginners learn how to use their tools effectively. Zapier provides a knowledge base, blog, and webinars, while Make.com offers detailed documentation, tutorials, and an active user community. These resources can help you get started quickly and make the most of your chosen automation platform.</p>



<p>By taking advantage of these FAQs and the comprehensive comparison provided in this beginner&#8217;s guide, you can confidently choose the right automation platform for your business. Whether you opt for Zapier&#8217;s extensive app library or Make.com&#8217;s user-friendly interface and customization options, embracing automation will undoubtedly enhance your productivity and efficiency in the digital age.</p>
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			</item>
		<item>
		<title>How to automate a Dangerous Goods Declaration (DGD) with Excel / Google Sheets and Wunderdocs</title>
		<link>https://wunderdocs.io/blog/how-to-automate-a-dangerous-goods-declaration-dgd-with-excel-google-sheets-and-wunderdocs/</link>
		
		<dc:creator><![CDATA[sebastian]]></dc:creator>
		<pubDate>Tue, 18 Apr 2023 10:56:49 +0000</pubDate>
				<category><![CDATA[Productivity]]></category>
		<category><![CDATA[API]]></category>
		<category><![CDATA[automation]]></category>
		<category><![CDATA[excel]]></category>
		<category><![CDATA[google spreadsheets]]></category>
		<category><![CDATA[pdf]]></category>
		<category><![CDATA[zapier]]></category>
		<guid isPermaLink="false">https://wunderdocs.io/?p=6644</guid>

					<description><![CDATA[How to automate the dangerous goods declaration PDF form with excel / google spreadsheets and zapier with wunderdocs.]]></description>
										<content:encoded><![CDATA[
<p>A Shipper’s Declaration for Dangerous Goods, commonly known as a Dangerous Goods Declaration (DGD) document, is a crucial document needed for the shipping of hazardous materials. Important details about the risky products being transported are communicated through it so that carriers and other parties involved are aware of the dangers and can take the appropriate safety measures.</p>



<p>Typically, the DGD contains the following details:</p>



<ol class="wp-block-list">
<li>Shipper and consignee information: The sender’s and the recipient’s names and addresses.</li>



<li>Transport information, including the mode of travel (air, sea, road, or train) and any pertinent transport document identification numbers.</li>



<li>The proper shipping name, the UN number, the hazard class, and the packaging group of the risky products.</li>



<li>Packaging amount and type: The total number of dangerous items in each package, their total weight, and, if appropriate, the net explosive mass of any explosives.</li>



<li>Packing instructions: Specifics on how the items should be packaged in accordance with the applicable rules for the mode of delivery.</li>



<li>Contact information for a person or organization that may offer rapid guidance on handling events involving dangerous goods in case of an emergency.</li>



<li>Declaration statement: A statement made by the shipper certifying that the products are properly packaged, labeled, labelled, and classified for shipment in accordance with the rules that apply.</li>
</ol>



<p>The DGD helps in ensuring that hazardous materials are transported safely and in compliance with national and international laws, such as the International Maritime Dangerous Goods (IMDG) Code for maritime transit.</p>



<p>With wunderdocs you can automate the filling of the Dangerous Goods Declaration PDF from your ERP, any API or just a simple Excel Sheet or Google Spreadsheet in minutes.</p>



<p>To fill the document you just need to:</p>



<div class="wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex">
<div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow">
<ul class="wp-block-list">
<li>Create a new wunderdocs template<br></li>



<li>Add the necessary fields the the template<br></li>



<li>Connect your template to a zapier or <a href="http://make.com" rel="nofollow noopener" target="_blank">make.com</a> workflow by using your wunderdocs API Key which you find in the settings<br></li>



<li>Automatically populate the template and send the final document to a workflow of your choosing</li>
</ul>
</div>



<div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow">
<figure class="wp-block-image size-full is-resized"><img decoding="async" src="https://wunderdocs.io/wp-content/uploads/2023/04/42CF1A81-CE9A-4CC9-8F55-E0BE0DED7D06.png" alt="" class="wp-image-6645" width="512" height="500" srcset="https://wunderdocs.io/wp-content/uploads/2023/04/42CF1A81-CE9A-4CC9-8F55-E0BE0DED7D06.png 1024w, https://wunderdocs.io/wp-content/uploads/2023/04/42CF1A81-CE9A-4CC9-8F55-E0BE0DED7D06-300x293.png 300w, https://wunderdocs.io/wp-content/uploads/2023/04/42CF1A81-CE9A-4CC9-8F55-E0BE0DED7D06-768x749.png 768w" sizes="(max-width: 512px) 100vw, 512px" /></figure>
</div>
</div>



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<div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow">
<figure class="wp-block-image size-full is-resized"><img loading="lazy" decoding="async" src="https://wunderdocs.io/wp-content/uploads/2023/04/A5DE765B-6F4B-40C6-9930-4BD25794B899.png" alt="" class="wp-image-6648" width="400" height="295" srcset="https://wunderdocs.io/wp-content/uploads/2023/04/A5DE765B-6F4B-40C6-9930-4BD25794B899.png 1024w, https://wunderdocs.io/wp-content/uploads/2023/04/A5DE765B-6F4B-40C6-9930-4BD25794B899-300x221.png 300w, https://wunderdocs.io/wp-content/uploads/2023/04/A5DE765B-6F4B-40C6-9930-4BD25794B899-768x565.png 768w" sizes="(max-width: 400px) 100vw, 400px" /></figure>
</div>



<div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow">
<p>After connecting wunderdocs to zapier or <a href="http://make.com" rel="nofollow noopener" target="_blank">make.com</a> you can connect your template fields to the input of your choosing simply by adding each field to the payload of your action</p>
</div>
</div>
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