Integrations
CRMs
- Link a document to an Opportunity in Salesforce
- Pipeliner CRM
- monday.com
- Salesmate
- Salesforce Classic: Add PandaDoc to custom objects
- Pipedrive
HR integrations
Payments
API
- API recipes: Download a document on completion
- API recipes: Create a document from a template and share it in real time
- API recipes: Upload, create, and send a document from a local PDF
- API recipes: Create and send a document from a publicly accessible PDF
- API recipes: Create and send a document from a template
- API recipes: Listening for changes in document status
Google Workspace
- Google Sheets integration
- InboxCRM for Gmail
- Free Email Tracker for Gmail
- Google apps
- Google Drive
- Gmail