Zoom integration

Availability: Business and Enterprise plans

Our Zoom integration makes signing and presenting documents via video easy! Here’s how your meeting participants can view and sign a PandaDoc document through Zoom.

Adding PandaDoc in Zoom

First, make sure you have access to apps enabled in your Zoom settings. To do this, go to your Zoom profile settings and turn on the toggle for Zoom Apps.

Once you’ve enabled app access, you’ll want to install PandaDoc in Zoom. There are three ways you can do this:

1. Select Visit site to install, then Authorize app to add PandaDoc app in Zoom Marketplace. 
2. Go to the desktop Zoom client homepage, click Apps at the top, search for PandaDoc, click the PandaDoc tile, then click Add and Authorize app.
3. You can also install PandaDoc during a Zoom meeting. Simply click Apps at the bottom of the screen, search for Pandadoc, then click Add and Authorize app.

Once you’ve installed PandaDoc, log in or sign up to connect your PandaDoc account. Then Authorize application.

Once you’re logged in, you’ll see your document list. You can now either create a new document or choose an existing one.

Demo your documents in Zoom using Presentation Mode

Before your client signs your PandaDoc document via Zoom, you can demo it in a simple way using our Presentation Mode.

To get started with Presentation Mode, open your document (regardless of its status) and click the Preview icon at the top of the page.

Creating documents 

Creating a new document during a Zoom call with a client is easy! Simply follow the steps outlined below.

For the smoothest experience, select the Zoom button in the top left corner before you create your document.

You can resize the PandaDoc app during a Zoom meeting by using the arrows on the borders of the window. You can also choose to place your PandaDoc window to the left or right of your Zoom meeting window.

Select Create on the PandaDoc panel, then choose one of your existing templates. If your template contains roles, assign your client to a role, then select Start editing. If your client isn’t included in your PandaDoc contacts, select Add recipient to begin the process of assigning your new recipient to a role.

Open the document, then review it to make sure all fields that should be filled out by your client are assigned to them. Your document will then be ready for signing!

Sign a document in person  

Firstly, make sure you have In person signing enabled in our Add-on store: Find In person signing, select its tile, then select +Add to PandaDoc to enable this feature.

Next, go back to your document and make any final adjustments, if necessary. Once ready, select Send at the top of the page, then Sign in person from the dropdown.

If you’d like to sign in persona document that's already been sent or viewed, select Actions, then Sign in person from the dropdown.

To allow your recipient to view the document and sign it, select the person who’ll be signing, then Confirm, then One-click share in the top right corner. You can then give your signer remote control by first selecting Remote at the bottom, then Give remote control so they can complete and sign the document.

The signer can now fill out all fields assigned to them, then click Finish to complete the signing process.

If your document requires more than one signer, the screen will automatically update and you can select the next in-person signer.

You can always change the signer by selecting Change signer. If you’d like to stop using in-person signing mode, simply select Quit in-person signing. All filled fields, including signatures, will be saved.

Removing PandaDoc from Zoom

1. Log in to your Zoom account, then navigate to the Zoom App Marketplace
2. Click Manage, then select Installed Apps or search for PandaDoc
3. Select Uninstall next to PandaDoc app.

Troubleshooting

I’ve given remote control to someone else during our Zoom meeting, but they’re unable to click on anything or sign the document

To fully enable remote control, make sure you’ve allowed zoom.us to control your computer.

Performance issues

If you experience performance issues try reconnecting the integration and make sure your Zoom is up-to-date.

To reconnect the integration, go to PandaDoc, and click on Settings. Under Authorized applications find PandaDoc for Zoom, then select Disconnect. After that, add PandaDoc to Zoom again. 

To check if Zoom is up to date:

1. Sign in to desktop Zoom
2. Click your profile picture
3. Then click Check for Updates.

If there is an update available, click Install.

FAQ

I never received my PandaDoc account activation email. What should I do?

If you haven't received a confirmation code via email, please try the following:

• Make sure there are no errors in the email address you submitted.
• Check your spam for the confirmation email.
• Wait up to 24 hours. Due to certain email settings, it might take more time than expected to arrive.
• Click Resend in the confirmation code window to have the code re-sent to you.

If you still haven't received a confirmation code after trying the above options, please contact our Support team.

Contact PandaDoc Support 

If you have any questions, please submit your request using this form, or reach out to our Support team. You can expect an initial reply within 30 minutes and a follow-up reply within 24 hours. For an even more immediate reply, contact us via live chat.

If you have product feedback to share, please add your thoughts to our idea portal.

And for a wealth of PandaDoc resources, visit our Help Center!