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64 articles
Salesforce Lightning. Install and configure PandaDoc
Salesforce Lightning. Create and send PandaDoc documents
Salesforce 2-Way Sync
Salesforce Classic
Salesforce Classic: Add PandaDoc to custom objects
Pipedrive
HubSpot CRM
Microsoft Dynamics. Installation Guide
Microsoft Dynamics. Create and send PandaDoc documents
Microsoft Dynamics 365 data-import integration
SugarCRM
Freshsales
monday.com
Zendesk Sell
Insightly
Pipeliner CRM
NetSuite
Copper
Nutshell
Zoho CRM
Nimble
Wrike
Salesmate
PandaDoc API
API recipes: Create and send a document from a template
API recipes: Create a document from a template and share it in real time
API recipes: Create and send a document from a publicly accessible PDF
API recipes: Upload, create, and send a document from a local PDF
API recipes: Download a document on completion
API recipes: Listening for changes in document status
Webhooks