PandaDoc

Integrations

CRMs

Insights on Salesforce Lightning latest improvements.

Salesforce Lightning changelog

Salesforce: Authentication Methods in PandaDoc-Salesforce Integration

Install and configure PandaDoc in Salesforce Lightning with steps to connect, configure, and customize integration for Salesforce objects

Salesforce Lightning. Install and configure PandaDoc

Salesforce integration passes data from Salesforce objects (Opportunities, Leads, Contacts, Accounts, and custom objects) to documents.

Salesforce Lightning. Create and send PandaDoc documents

The list of common issues in Salesforce Lightning and troubleshooting steps to fix them.

Salesforce Lightning. Troubleshooting

Learn how to sync PandaDoc with Salesforce for importing/exporting data, updating opportunities, and automating document workflows.

Salesforce 2-Way Sync

Automate Salesforce updates when PandaDoc document status changes, including updating products, opportunity stages, and attaching PDFs.

Salesforce automations

If you have a document created in PandaDoc that you want to link to an Opportunity in Salesforce, we’ve got you covered!

Link a document to an Opportunity in Salesforce

Create and send PandaDoc documents from Salesforce records, auto-populate data and pricing, and sync contacts and products.

Salesforce Classic

If you created a “Custom Object” in Salesforce add the PandaDoc module to it to pass data from your custom object in SFDC into PandaDoc.

Salesforce Classic: Add PandaDoc to custom objects

Map opportunity product fields with specific pricing table columns to pass information from Salesforce to PandaDoc pricing tables.

Salesforce. Map pricing table columns with fields

Salesforce. Map quote builder columns with fields

Map your opportunity products to specific pricing tables or pricing table sections.

Salesforce. Mapping products to pricing tables and pricing table sections

PandaDoc's integration with Salesforce CPQ allows you to easily generate, customize, and eSign quotes from within Salesforce CPQ.

Salesforce CPQ integration with PandaDoc

 Articles for PandaDoc - Salesforce integration 

Salesforce

HubSpot CRM. Map product fields with quote builder columns

Merge rules allow you to pull products from your HubSpot deal to specific pricing table sections and/or specific pricing tables in your documents.

HubSpot CRM. Mapping products to pricing tables and pricing table sections

Column mapping with HubSpot allows you to easily pull deal product fields into specific pricing table columns in PandaDoc.

HubSpot CRM. Map product fields with pricing table columns

HubSpot CRM changelog

PandaDoc integration with HubSpot enables data transfer between HubSpot and PandaDoc, automating document creation and pricing updates.

HubSpot CRM

Learn how to automate updates to HubSpot deal stages, properties, and line items based on PandaDoc document status changes with this guide.

HubSpot automations

HubSpot workflows

Articles on PandaDoc - Hubspot integration 

HubSpot

This article will guide you through the process of pulling product descriptions from Pipedrive into PandaDoc pricing tables using a custom field.

Pipedrive. How to pass product description into pricing table

Integrate PandaDoc with Pipedrive to manage the full sales cycle, working with Organization, People, and Deal objects in Pipedrive.

Pipedrive

With Pipedrive automations you can set up two-way sync with PandaDoc to pass data and trigger updates.

Pipedrive automations

Article on PandaDoc - Pipedrive integration 

Microsoft Dynamics. Map product fields with pricing table columns

Microsoft Dynamics changelog

With Microsoft Dynamics CRM you can create, send, and track documents from Opportunity, Account, Contact, Quotes, and custom entities.

Microsoft Dynamics. Installation Guide

Microsoft Dynamics 365 data-import integration

This integration lets you create, send, and track documents from various entities in Microsoft Dynamics CRM.

Microsoft Dynamics. Create and send PandaDoc documents

Set automations in templates to streamline workflow with PandaDoc and Microsoft Dynamics.

Microsoft Dynamics automations

Automatically upload completed PandaDoc documents to SharePoint. Learn how to set up the automation recipe.

SharePoint automations

Articles on the PandaDoc - Microsoft Dynamics integration 

Microsoft Dynamics

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

monday.com

This integration allows you to pass information from Zendesk Sell into PandaDoc (via fields); pass product data into PandaDoc pricing tables; create and track documents from Zendesk Sell.

Zendesk Sell

This integration allows you to create, send, and track quotes, proposals, and contracts from within SugarCRM.

SugarCRM

Freshsales

This integration will allow you to create, send, and track documents from Opportunities, People and Company objects from Copper.

Copper

Nutshell <> PandaDoc integration will allow you to create, send, and track documents from Leads, People, and Companies objects from Nutshell.

Nutshell

This integration will allow you to create, send, and track documents from Contacts, Organizations, Leads, Opportunities and Projects within Insightly.

Insightly

Pass products, and data via variables, create documents from Accounts, Contacts, Deal/Potential, Lead and Quotes objects in Zoho CRM.

Zoho CRM

Automations available for Zoho CRM and how to configure them in PandaDoc.

Zoho automations 

Zendesk Sell automations

Nimble

Article on PandaDoc integration with your CRM 

Other CRM integrations

Standardize hiring documents by adding Greenhouse fields into PandaDoc’s templates to populate the offer and candidate information.

Greenhouse

Greenhouse automations

Data-import integration with BambooHR allows you to pre-populate PandaDoc documents with data from BambooHR to easily send and esign them.

BambooHR

Automations for BambooHR and how to configure them in PandaDoc.

BambooHR automations

Lever

Zenefits

HR integrations 

Use Stripe Checkout to request payments or collect card details for later charging, using any method set up in your Stripe account.

Stripe Checkout payments

With Stripe integration, you can request payments directly in the document or collect card details to charge later.

Stripe

Square Checkout payments

With our PayPal integration, you can request a payment right from the document using the payment app.

PayPal

With our new Authorize.net integration, you can request one-time or recurring payments via a Credit Card through PandaDoc documents.

Authorize.net

Denario

The Quickbooks integration allows you to set up a payment app for your recipients to pay via a Credit Card on your PandaDoc document.

QuickBooks Payments

This guide will explain how to set up a zap to create invoices in Xero once a PandaDoc document is completed and signed.

Xero (through Zapier)

The Square integration allows you to setup a payment app for your recipients to pay directly through Square via Credit Card, through PandaDoc documents.

Square

Payments

PandaDoc’s integrations with Google apps make it easy to eSign and share your PDFs or Google docs.

Google apps

Transform how work gets done by using PandaDoc to sign documents right within Gmail and Google Drive.

Google Docs

Use the data from your own Sheets to populate recipients’ or project data and easily create and send multiple documents at once.

Google Sheets integration

If you store your documents in Google Drive, you can easily share them with recipients and collect signatures using our handy add-on.

Google Drive

With our Gmail integration, you can sign multiple attachments without leaving your Gmail inbox.

Gmail

InboxCRM for Gmail 

Our Free Email Tracker for Gmail extension for Chrome notifies you when your recipient opens a document you’ve sent.

Free Email Tracker for Gmail

Google Workspace

Dev Center gives you full control over functionality and reporting for your API and Webhooks integration with PandaDoc.

PandaDoc API

To create a document via PandaDoc API, use your template ID, authenticate, and send a POST request to the "Create document" endpoint.

API recipes: Create and send a document from a template

API recipes: Create a document from a template and share it in real time

How to create a PandaDoc document from a PDF file and send it via API.

API recipes: Create and send a document from a publicly accessible PDF

A guide on how to create and send a document via API.

API recipes: Upload, create, and send a document from a local PDF

How to create a PandaDoc webhook for the “document.completed” event, and download a completed document via API.

API recipes: Download a document on completion

API recipes: Listening for changes in document status

Use webhooks to be notified about events that happen in a PandaDoc account.

Webhooks

Track document status easily with our Slack integration—get updates in Slack and reduce reliance on your email inbox.

Slack

Link your QuickBooks products with custom PandaDoc templates and automatically create invoices and estimates.

QuickBooks Online

PandaDoc’s integration for Microsoft Teams allows quick signing of documents without leaving your workspace in Teams.

Microsoft Teams

You can create PandaDoc documents using ActiveCampaign contacts as document recipients. You can also track document status in Contacts.

ActiveCampaign

PandaDoc’s integration with Word allows you to send and sign documents securely — right from Word.

PandaDoc for Word

With this integration, you can upload designs from Canva as images and pages into PandaDoc documents.

Canva

This integration allows you to create, send, and track documents from Tickets and Users in Zendesk.

Zendesk Support

Wrike

Pipeliner CRM

Data-import integration with NetSuite allows you to pre-populate PandaDoc documents with data from NetSuite to easily send and esign them.

NetSuite

Create, manage and track proposals and other key documents without leaving Salesmate CRM.