Availability: Business and Enterprise plans

PandaDoc’s integration with monday.com allows you to easily create, track, and view your documents within any project you’re working on.

Who uses PandaDoc for monday.com?

Watch an overview video:

Any member with an admin role in monday.com can use PandaDoc’s integration. Here’s how:

PandaDoc is now installed and can be added to any board or item!

To add the PandaDoc widget in your item or board:

If you’re logged out of your PandaDoc account, you’ll need to authorize the application on monday.com. To do this, click the Log in button in the PandaDoc widget. If you don’t have an account, you can click Start free 14-day trial to use monday.com with PandaDoc.

Before you start creating documents from your tasks, you can pre-set a PandaDoc template with variables that will pull information from your item. Here’s how:

When working with a template created via upload, first add a text or table block.
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Then paste variables into the block(s).

If you use monday.com internally with your team, you can add roles to your template to send contact information (first name, last name, email address, phone number) from people in monday.com to documents you create in PandaDoc. Here’s how:

Once you’ve created the document, variables for first name, last name, email address, and phone number will be populated with information from your teammate’s profile.

You can pass data into PandaDoc fields similarly to how variables operate. Unlike with variables, however, you don’t need to include square brackets.

In the list of variables, copy the variable without square brackets into Merge field.

Once the document has been sent, the recipient will see the pre-filled data and be able to update this field, provided the field has been assigned to them.

Once your template is ready, open your task and click on the item you’d like to create a document from.

Choose how you’d like to view your document in PandaDoc — either in a modal window inside monday.com, or in a new tab. To select one of these options, click on the Settings icon under the PandaDoc widget, then select one from the drop-down.

Now, click Create new document in the PandaDoc widget.

After that, choose a template or select the templates you’d like to bundle.
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Next, you need to assign recipients to the roles in your template. Contacts from the task, user who created the task and user(s) assigned to the task, will be added in CC.

Once you choose your template, assign roles to your recipients, and select Start editing your document will open in a modal window or a new tab — whichever you’ve chosen. Variables will be auto-populated with field information from your item’s columns.

If you have an existing document, PDF, or Docx file that requires only signatures from your clients, you can easily upload it to a board or item. To upload your PDF, click Create a new document, then go to the Upload tab and Click Select file.

Once you’ve uploaded your file, click the Add recipients button at the top of the page, then add your recipients on the right.
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You’ll now be able to drag and drop fields in your document, then send it.

You can track documents created with PandaDoc in monday.com in one of two ways — from your board, or from an item directly. To view all documents, go to the Related documents section in the PandaDoc widget.

In your board, you’ll see all the documents created from both the board and the items of this board.

All documents created from an item can be viewed and tracked in the Related documents section in the PandaDoc widget. You can view a document’s name, its status, and the date and time it was created.

To create documents from your items and/or board, verify that pop-ups and redirects are allowed for both monday.com and PandaDoc.

It’s likely you have the “Block third party cookies” setting enabled in your browser. Depending on which browser you’re using, follow one of these links to disable this setting:

In Safari, go to Preferences > Privacy > Manage website data. Click Remove all, or select monday.com and pandadoc.com and click Remove.

Additionally, you may need to disable "Prevent cross-site tracking" setting in Safari (it should be turned off):

Follow one of the links below to learn how to disable this setting in other browsers:

Please update the PandaDoc package in monday.com's marketplace to the latest version.