PandaDoc

Integrations

CRMs

Insights on Salesforce Lightning latest improvements.

Salesforce Lightning changelog

Salesforce: Authentication Methods in PandaDoc-Salesforce Integration

Install and configure PandaDoc in Salesforce Lightning with steps to connect, configure, and customize integration for Salesforce objects

Salesforce Lightning. Install and configure PandaDoc

Learn how to pass data from Salesforce objects to PandaDoc documents and send them.

Salesforce Lightning. Create and send PandaDoc documents

If you have a document created in PandaDoc that you want to link to an Opportunity in Salesforce, we’ve got you covered!

Link a document to an Opportunity in Salesforce

The list of common issues in Salesforce Lightning and troubleshooting steps to fix them.

Salesforce Lightning. Troubleshooting

Learn how to sync PandaDoc with Salesforce for importing/exporting data, updating opportunities, and automating document workflows.

Salesforce 2-Way Sync

Create and send PandaDoc documents from Salesforce records, auto-populate data and pricing, and sync contacts and products.

Salesforce Classic

Automate Salesforce updates when PandaDoc document status changes, including updating products, opportunity stages, and attaching PDFs.

Salesforce automations

If you created a “Custom Object” in Salesforce add the PandaDoc module to it to pass data from your custom object in SFDC into PandaDoc.

Salesforce Classic: Add PandaDoc to custom objects

This article is for Salesforce CPQ users.

Creating PandaDoc documents from Salesforce CPQ Quotes

Map opportunity product fields with specific pricing table columns to pass information from Salesforce to PandaDoc pricing tables.

Salesforce. Map pricing table columns with fields

Salesforce. Map quote builder columns with fields

Map your opportunity products to specific pricing tables or pricing table sections.

Salesforce. Mapping products to pricing tables and pricing table sections

Salesforce change: connected app usage restrictions

Automate your document workflows with PandaDoc CPQ for Salesforce. Integrate CRM data, create forms, quotes, and generate proposals.

PandaDoc CPQ for Salesforce

Using Salesforce lookup fields to expand available tokens

This article explains how to troubleshoot the 'Connect Salesforce to get started' error in the new editor.

Salesforce Troubleshooting: Connection required (one-time setup)

Learn how to upgrade your PandaDoc managed package in Salesforce to the latest version using AppExchange.

Upgrading the PandaDoc Salesforce package

PandaDoc integration with Salesforce enables data transfer between Salesforce and PandaDoc, automating document creation and variable population.

Salesforce (new experience)

The Pull data from integration step on a template works with Opportunity and Quote. Documents can still be created from any other Salesforce object, directly from Salesforce.

Which Salesforce objects the Pull data from integration step supports

 Articles for PandaDoc - Salesforce integration 

Salesforce

HubSpot CRM. Map product fields with quote builder columns

HubSpot CRM (classic experience)

Merge rules allow you to pull products from your HubSpot deal to specific quote sections and/or specific quote blocks in your documents.

HubSpot CRM. Mapping products to quotes and quote sections

Column mapping with HubSpot allows you to easily pull deal product fields into specific pricing table columns in PandaDoc.

HubSpot CRM. Map product fields with pricing table columns

HubSpot CRM changelog

PandaDoc integration with HubSpot enables data transfer between HubSpot and PandaDoc, automating document creation and pricing updates.

HubSpot CRM (new experience)

Learn how to automate updates to HubSpot deal stages, properties, and line items based on PandaDoc document status changes with this guide.

HubSpot automations

HubSpot workflows

Articles on PandaDoc - Hubspot integration 

HubSpot

This article will guide you through the process of pulling product descriptions from Pipedrive into PandaDoc pricing tables using a custom field.

Pipedrive. How to pass product description into pricing table

Pipedrive (classic experience)

This guide will help you install and use the PandaDoc Pipedrive integration to generate documents, sync data, track status, and more.

Pipedrive

With Pipedrive automations you can set up two-way sync with PandaDoc to pass data and trigger updates.

Pipedrive automations

Article on PandaDoc - Pipedrive integration 

Microsoft Dynamics. Map product fields with pricing table columns

Microsoft Dynamics changelog

With Microsoft Dynamics CRM you can create, send, and track documents from Opportunity, Account, Contact, Quotes, and custom entities.

Microsoft Dynamics. Installation Guide

Microsoft Dynamics 365 data-import integration

This integration lets you create, send, and track documents from various entities in Microsoft Dynamics CRM.

Microsoft Dynamics. Create and send PandaDoc documents

Set automations in templates to streamline workflow with PandaDoc and Microsoft Dynamics.

Microsoft Dynamics automations

Automatically upload completed PandaDoc documents to SharePoint. Learn how to set up the automation recipe.

SharePoint automations

Articles on the PandaDoc - Microsoft Dynamics integration 

Microsoft Dynamics

PandaDoc’s integration with monday.com allows you to easily create, track, and view your documents within any project you’re working on.

monday.com

This integration allows you to pass information from Zendesk Sell into PandaDoc (via fields); pass product data into PandaDoc pricing tables; create and track documents from Zendesk Sell.

Zendesk Sell

This integration allows you to create, send, and track quotes, proposals, and contracts from within SugarCRM.

SugarCRM

Freshsales

This integration will allow you to create, send, and track documents from Opportunities, People and Company objects from Copper.

Copper

Nutshell <> PandaDoc integration will allow you to create, send, and track documents from Leads, People, and Companies objects from Nutshell.

Nutshell

This integration will allow you to create, send, and track documents from Contacts, Organizations, Leads, Opportunities and Projects within Insightly.

Insightly

Pass products, and data via variables, create documents from Accounts, Contacts, Deal/Potential, Lead and Quotes objects in Zoho CRM.

Zoho CRM

Automations available for Zoho CRM and how to configure them in PandaDoc.

Zoho automations 

Zendesk Sell automations

ActiveCampaign integration with PandaDoc

Creatio integration with PandaDoc

Folk integration with PandaDoc

Close integration with PandaDoc

Brevo integration with PandaDoc

Article on PandaDoc integration with your CRM 

Other CRM integrations

Standardize hiring documents by adding Greenhouse fields into PandaDoc’s templates to populate the offer and candidate information.

Greenhouse

Greenhouse automations

Data-import integration with BambooHR allows you to pre-populate PandaDoc documents with data from BambooHR to easily send and esign them.

BambooHR

Automations for BambooHR and how to configure them in PandaDoc.

BambooHR automations

Lever

Zenefits

BambooHR (classic experience)

Greenhouse (classic experience)

HR integrations

Use Stripe to request payments or collect card details for later charging, using any method set up in your Stripe account.

Stripe payments in PandaDoc (new experience)

Square Checkout payments

Connect PayPal to PandaDoc and collect payments directly from your documents using the Collect payment workflow step or the document editor.

PayPal payments in PandaDoc

With our new Authorize.net integration, you can request one-time or recurring payments via a Credit Card through PandaDoc documents.

Authorize.net

The Quickbooks integration allows you to set up a payment app for your recipients to pay via a Credit Card on your PandaDoc document.

QuickBooks Payments

This guide will explain how to set up a zap to create invoices in Xero once a PandaDoc document is completed and signed.

Xero (through Zapier)

Payments

Dev Center gives you full control over functionality and reporting for your API and Webhooks integration with PandaDoc.

PandaDoc API

To create a document via PandaDoc API, use your template ID, authenticate, and send a POST request to the "Create document" endpoint.

API recipes: Create and send a document from a template

API recipes: Create a document from a template and share it in real time

How to create a PandaDoc document from a PDF file and send it via API.

API recipes: Create and send a document from a publicly accessible PDF

A guide on how to create and send a document via API.

API recipes: Upload, create, and send a document from a local PDF

How to create a PandaDoc webhook for the “document.completed” event, and download a completed document via API.

API recipes: Download a document on completion

API recipes: Listening for changes in document status

Use webhooks to be notified about events that happen in a PandaDoc account.

Webhooks

Compare PandaDoc API feature access across our subscription plans

Compare API feature access by plan

Track document status easily with our Slack integration—get updates in Slack and reduce reliance on your email inbox.

Slack

Link your QuickBooks products with custom PandaDoc templates and automatically create invoices and estimates.

QuickBooks Online

PandaDoc’s integration for Microsoft Teams allows quick signing of documents without leaving your workspace in Teams.

Microsoft Teams

You can create PandaDoc documents using ActiveCampaign contacts as document recipients. You can also track document status in Contacts.

ActiveCampaign

With this integration, you can upload designs from Canva as images and pages into PandaDoc documents.

Canva

This integration allows you to create, send, and track documents from Tickets and Users in Zendesk.

Zendesk Support

Wrike

Pipeliner CRM

Data-import integration with NetSuite allows you to pre-populate PandaDoc documents with data from NetSuite to easily send and esign them.

NetSuite

Create, manage and track proposals and other key documents without leaving Salesmate CRM.

Salesmate

Automations available for the NetSuite and how to configure them in PandaDoc.

NetSuite automations

Create, send, and track PandaDoc documents without ever leaving ChatGPT.

PandaDoc app for ChatGPT

Create, send, and track PandaDoc documents without ever leaving Claude.

PandaDoc Claude Connector

Other

Create a custom design with text, images, and links

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pandadoc.com

Idea portal

Community

Learning Academy

Go to pandadoc.com

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