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  2. Integrations

Integrations

CRMs

  • ★ [Editor 2.0] Salesforce: Mapping products to pricing tables and pricing table sections
  • Pipedrive
  • HubSpot CRM
  • Salesforce Classic: Standard setup
  • Salesforce Classic: Add PandaDoc to custom objects
  • Salesforce Lightning
See all 36 articles

Payments

  • Stripe
  • PayPal
  • QuickBooks Payments
  • Square
  • Authorize.Net
  • How to set up recurring charges in PandaDoc
See all 13 articles

Other

  • [Editor 2.0] PandaDoc for Word
  • [Editor 2.0] Canva
  • [Editor 2.0] Gmail
  • [Editor 2.0] Xero (through Zapier)
  • Zapier
  • Create your own #saleswins channel in Slack
See all 12 articles
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