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

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Payments

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

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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

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