Availability: Business and Enterprise plans
Integrate Pipedrive with PandaDoc for end-to-end sales cycle management. This integration works in the Organization, People, and Deal objects in Pipedrive.
Watch an overview video:
Features
Variables: Automatically pass information from Pipedrive to PandaDoc documents using variables.
Products: Transfer product information from Pipedrive deals into PandaDoc pricing tables or quote builder blocks.
Create documents: Generate PandaDoc documents from Pipedrive deals, organizations, and people records.
Status tracking: Monitor document status within Pipedrive.
2-way sync: Signed PDFs are automatically attached to Pipedrive files in the related deal record.
How to install the integration
Warning: Each user in PandaDoc must install the integration with Pipedrive individually. If you don’t have access to Integrations inside PandaDoc, please use this link to install the Pipedrive <> PandaDoc integration.
Login to both your PandaDoc and Pipedrive accounts.
In PandaDoc, go to Settings > API and Integrations > click on Pipedrive > Connect.
Alternatively, go to Pipedrive Marketplace, find PandaDoc, and follow the prompts to install the app.
Open any People record, Organization, or Deal, and then click the App Extensions icon in the top right corner; you should see a PandaDoc modal on the left panel.
This integration can be used in more than one workspace. If you are using multiple workspaces, install the integration in each workspace. You must be logged into the workspace connected with an active Pipedrive CRM to use the integration.
How to pass information from Pipedrive using variables
Warning: This functionality isn't available to eSignature plan users.
Note: When you create documents from your Pipedrive deals, the document value currency will inherit the deal currency.
Pre-set a PandaDoc template with variables that will pull information from Pipedrive once you create a new document from Pipedrive using this template.
Insert from PandaDoc:
Open your template (click here to learn how to create a new one) in PandaDoc and add a text block from the content panel.
On the right panel, you'll see the Pipedrive extension icon, which appears after you connect the integration. Select the Pipedrive extension.
Select View related variables > hover over the needed variable and select Copy > then paste the variables into a text block.
Alternatively, click in a text block, then open a square bracket and select the variable you need from the dropdown.
Note:
Date variable formatting depends on the default date format set up in your workspace settings.
Currency variable formatting is based on the recipient's view locale. Custom money variables will pass to the document without a currency symbol and formatting.
Copy from Pipedrive:
You can also copy variables from Pipedrive. This way, you can confirm which Pipedrive properties have corresponding values and will be populated with data upon document creation.
In the Organization, Contact/People record, or Deal, click the gear icon in the top right corner > Variables. You will see a list of the available variables, which shows Deal fields and their associated values in Pipedrive. Switch tabs to see more available variables.
Copy and paste these variables with the square brackets into your template.
Then either select +Document in the PandaDoc module and create a document using this template, or create a document from a prepared template in PandaDoc > link the document to a deal in the Pipedrive extension > select Refresh data, and variables will be populated with Pipedrive info.
Note: Pipedrive custom fields created for deals will show up in the list of variables along with standard fields.
How to pass information from Pipedrive via fields
You can pass data into PandaDoc fields similarly to how variables operate.
In your template, click on the field you'd like to have pre-filled with Pipedrive data for your recipients. Select Properties on the floating panel and scroll to Merge field. Select Pipedrive deal as the data source and select the needed variable from the dropdown.
Alternatively, in the list of variables in Pipedrive, copy the variable without square brackets and paste it into the Merge field in the field properties.
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.
How to use template roles and role variables
Roles help you pre-define fields for your recipients to sign. You can also use role variables to auto-populate contact info (first name, last name, email address) inside your document.
In your template, click Add role/ Manage roles at the top and add one. Assign fields to the role.
Click on Variables tab, find your specific role name.
Hover over a variable > select Copy, and paste it in a text block. Example: [Client.Name].
When you create a document from Pipedrive, you will be prompted to assign deal participants to the template roles. All fields will be automatically assigned to the document recipients, and role variables filled out with the contact information.
In case you pre-assign a recipient on the template level, they will be automatically assigned to the role when the document is created.
How to send product information from Pipedrive to PandaDoc
Import product information into a pricing table
Note: Pipedrive Products are available on Pipedrive’s Gold Plan.
Note: The current order of line items in the deal is maintained in the pricing table and quote builder block when you create a document from your deal or update information in the document using the Refresh data button.
What product info you can pull:
Product name
SKU
Product comments (click here to learn how to pass product description)
Price
QTY
Discount
Tax (PandaDoc supports only the tax-exclusive rate when passing Pipedrive products to the document)
Custom product fields
Note: If you choose Price or Discount as a field name in the "if" section of the Pricing Table data merge, only "Contains" or "Does not contain" can be selected as its value. If you use "Equal" or "Does not equal", products will not transfer to the pricing table.
In your template, ensure that Data merge for the pricing table is enabled.
Ensure that your products are attached to your Deal record in Pipedrive.
Create your document from your Deal record in Pipedrive (but don't forget to select your template!).
Check your pricing table to make sure your products are populated.
To display your discount, tax, or custom product fields, click the plus sign on the right side of the pricing table and select Discount/Tax/Custom product fields under Add Hidden.
Note: The line item won’t be passed if the name, price, or quantity is null or none.
Notes about taxes and discounts
PandaDoc supports percentage-based taxes only.
Product tax overrides deal-level tax.
Discounts/taxes are displayed as percentages during edit, and as values in the recipient view.
How to pass the product description
You can pass product comments into the product description in the pricing table:
Put in the product description in the comments
Create a document: product comments are passed into the product description section in the pricing table
Import product information into a quote builder
Note: The current order of line items in the deal is maintained in the pricing table and quote builder block when you create a document from your deal or update information in the document using the ‘Import from CRM’ button.
You can send product information to a quote builder block from deals in Pipedrive. Start by adding a quote builder block to your template, then create a document from a deal in Pipedrive.
Once you’ve created a document using this template, the following product information will be sent to the quote block:
Product name
Description (added to the comments)
Price
Quantity
Discount
Billing frequency (can be merged into the 'Contract term' column: annually, semiannually, quarterly, monthly, or weekly)
Tax (PandaDoc supports only the tax-exclusive rate when passing PipeDrive products to the document)
To unhide custom fields in your newly created document, click on the quote builder block, select Edit quote on the floating panel, select Add column at the top right of the section, then select your custom column from the dropdown under Show hidden.
Note: If your quote builder block contains several sections, products will be pulled to the last section. If your template contains several quote builder blocks, products from your deal will be pulled to each block.
Create and track documents from Pipedrive
Once you've set up your template, go ahead and create documents from Pipedrive:
Open an Organization, Contact/People record, or a Deal, and select +Document.
Choose your template from the template list.
Assign recipients to Roles and click Start editing.
Review your document and send it out.
Track the document status in the Pipedrive record from the PandaDoc module.
When a document is signed and completed by all recipients, you can download the PDF by clicking the vertical ellipses next to the document > and selecting download from the dropdown.
Link a document to a deal in Pipedrive
If you’ve created a document in PandaDoc that you’d like to link to a deal in Pipedrive, we’ve got you covered!
Make sure you’re logged into both Pipedrive and PandaDoc.
In your PandaDoc tab, open the document, then click the Pipedrive icon on the right.
Click Link document and you’ll be prompted to select a deal from your Pipedrive account. Choose a deal and click Link. The list will display all deals you have access to, and the ten deals you’ve most recently updated will be listed at the top.
On the right, under “Deal Info,” you can view the deal’s created date, status, and total amount. Please note, the deal info displayed in PandaDoc may need to be refreshed to ensure you’re viewing the latest update. If the deal amount or created date shows “Unknown,” it means this field is empty in Pipedrive.
Now go to the Pipedrive deal record. The document will be displayed in the PandaDoc module as if it were created through Pipedrive!
To unlink a document from a deal or link it to another one, select Unlink. If you’ve created the document from another object (Organisation, Contact/People record), you’ll be unable to unlink it from that object, and also unable to link it to a deal or view related information.
If the integration with Pipedrive isn’t connected to your account, you’ll see an error "Integration is not configured yet". Either contact your PandaDoc Workspace Admin to have the integration connected or, if you are the Admin, connect it yourself.
Update a document with values from Pipedrive
Note: To use this feature, the document’s status must be “Draft.”
Note: The current order of line items in the deal is maintained in the pricing table and quote builder block when you create a document from your deal or update information in the document using the ‘Refresh data’ button.
If you update information in your deal after the document has already been created or linked to the deal, you can update your document with new values from the linked deal. Here’s how:
Within the PandaDoc document, select Pipedrive icon on the right.
Click Refresh data.
The variables will be updated with the correct information from Pipedrive. You’ll be unable to update PandaDoc fields or role variables.
Product information in your pricing table or quote builder (any mapped default or custom fields) will be updated with the correct information from Pipedrive. If a product item has been removed or added from/to the Deal, the change will be removed from the pricing table or quote builder.
Sync data from PandaDoc back to Pipedrive
You can configure automatic syncing of document data back to Pipedrive using the Configure rules panel in your template.
To set up sync rules:
Open your PandaDoc template.
Select the Pipedrive extension on the right.
Select Configure rules.
You’ll see several rule types with toggles and configuration options for when they should trigger. Available sync rule types:
1. Update Pipedrive deal properties with PandaDoc field values
Syncs PandaDoc field values (entered by the recipient or prefilled) to the corresponding Pipedrive deal fields when document status changes to Sent or Completed.
2. Update Pipedrive deal properties with PandaDoc variable values
Syncs document-level system variables (e.g., [Document.Value], [Document.CompletionDate]) to mapped Pipedrive fields when document status changes to Sent or Completed.
3. Attach PDF to Pipedrive
Automatically uploads the signed PDF version to the deal’s Files section when the document status changes to Completed.
4. Change the deal stage in Pipedrive
Update the deal’s stage (e.g., Proposal → Negotiation) based on the document’s status.
Trigger: choose one or more document statuses (e.g., Completed)
You can add multiple mappings
5. Change deal status in Pipedrive
Set the deal to Won or Lost automatically.
Trigger: map document statuses like Completed, Declined to a Pipedrive status
6. Update, add, and remove line items in Pipedrive
Keeps the Pipedrive deal’s product list aligned with the PandaDoc document’s pricing table or quote builder when the document status changes to Sent or Completed, or each time the Quote is saved.
Includes option to sync added/removed items
Important: To sync products added to the document from PandaDoc catalog, ensure their SKU matches the Pipedrive product code.
Note: Only percentage-based taxes are supported.
Troubleshooting
I’m getting the integration error
If you see the error in the screenshot below as you create a document from Pipedrive, you likely need to reconnect our integration. No worries — you won’t lose any of the documents you’ve created!
Open your PandaDoc account, go to Settings > API and Integrations, find Pipedrive, click on it to disconnect, then click to Connect. Now try creating a document again.
I see an error in the Pipedrive app in my PandaDoc document "PandaDoc is not connected to Pipedrive. Please contact your PandaDoc admin to configure the integration."
To use the integration, you must be logged into the workspace connected with an active Pipedrive CRM. Go to Settings > API and Integrations, click on Pipedrive, and check if the integration is connected to the workspace you are currently logged in.