Integrations
CRMs
- ★ Mapping products to pricing tables and pricing table sections
- Link a document to an Opportunity in Salesforce
- Pipedrive: Mapping products to pricing tables and pricing table sections
- Pipedrive: Map product fields with pricing table columns
- HubSpot CRM: Mapping products to pricing tables and pricing table sections
- HubSpot CRM: Map product fields with pricing table columns
Payments
- How to set up recurring charges in PandaDoc
- PandaDoc Payments - Recipient's Guide
- Add a payment to your document, template, or form
- Stripe
- PayPal
- QuickBooks Payments
Other
- QuickBooks Online Advanced
- ActiveCampaign
- Google apps
- Google Drive
- Slack
- API recipes: Download a document on completion