25 articles
HubSpot 2-Way SyncSet up automations to easily update PandaDoc documents linked to HubSpot deals for status changes, updating properties, and line items.
Salesforce Lightning. Install and configure PandaDocInstall and configure PandaDoc in Salesforce Lightning with steps to connect, configure, and customize integration for Salesforce objects
Salesforce Lightning. Create and send PandaDoc documentsSalesforce integration passes data from Salesforce objects (Opportunities, Leads, Contacts, Accounts, and custom objects) to documents.
Link a document to an Opportunity in Salesforce
Salesforce 2-Way SyncLearn how to sync PandaDoc with Salesforce for importing/exporting data, updating opportunities, and automating document workflows.
Salesforce ClassicCreate and send PandaDoc documents from Salesforce records, auto-populate data and pricing, and sync contacts and products.
HubSpot CRMPandaDoc integration with HubSpot enables data transfer between HubSpot and PandaDoc, automating document creation and pricing updates.
PipedriveIntegrate PandaDoc with Pipedrive to manage the full sales cycle, working with Organization, People, and Deal objects in Pipedrive.
Microsoft Dynamics. Installation Guide
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Salesforce Classic: Add PandaDoc to custom objects
Microsoft Dynamics 365 data-import integration
Microsoft Dynamics. Create and send PandaDoc documents
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