The good news: your business is making more sales than ever. The bad news: you're spending more time than you thought possible managing client agreements and hunting down signatures.
Document management tools like PandaDoc can make it easier to create, track, and sign documents online. But if you're not automating PandaDoc, you're probably still spending too much time wrangling paperwork.
With just a few Zaps—our word for our automated workflows—you can connect PandaDoc to the other apps you use every day. Do things like sending notifications, keeping your files organized, and creating documents automatically. Here are some of the top ways to help you get started.
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Send notifications for completed documents
When a client signs a contract and puts down a deposit, you'll want to get started on their work right away. But there's nothing worse than waiting around for a signed document without realizing it's already been submitted—and everyone's waiting on you.
Automation means you can stay on top of document signatures and payments without being glued to your PandaDoc dashboard. These Zaps will send details of each newly signed or paid document to your designated Slack channel or email inbox. That way, you and your team can stay informed of (and motivated by) new sales wins.
Post Slack channel notifications when new PandaDoc documents are completed
PandaDoc + Slack
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Looking for a quick way to stay up to date on your sales wins and share it with your team in Slack? After you've set it up, the details of each newly completed PandaDoc document will be posted to a Slack channel of your choice from a Slackbot. Start celebrating your wins as a team with this Slack-PandaDoc integration.
Send channel messages in Slack for new paid documents in PandaDoc
PandaDoc + Slack
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Stay on top of your sales progress and celebrate successful deals with this seamless integration between PandaDoc and Slack. When a document is marked as paid in PandaDoc, a message will be sent to a designated Slack channel, keeping your team informed and motivated. Streamline your communication and ensure important updates aren't missed with this efficient workflow.
Send emails via Gmail when new PandaDoc documents are completed (with attached PDF )
PandaDoc + Gmail
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When your PandaDoc documents are completed, you may want to automate a follow-up email to notify your team or ensure your customer has a PDF copy. After you set it up, whenever a new PandaDoc document is completed, Zapier will send an email via Gmail to a customizable list of recipients with a PDF copy attached.
Send emails for completed PandaDoc documents
PandaDoc + Email by Zapier
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Stay on top of your document workflow with this automation. Whenever a PandaDoc document is marked as completed, an outbound email will be sent to the specified recipient, notifying them of the completed document. This saves you time and ensures that all relevant parties are promptly informed about important updates.
Pro tip: If you don't want to spam your Slack channel or inbox, use a filter step to send notifications for only certain kinds of activity in PandaDoc. Or use a lookup table step to find the relevant salesperson to email or mention in Slack for each closed deal.
Manage your files automatically
The first rule of good document management is to keep everything in one organized place. Cloud storage tools like Google Drive, Dropbox, and OneDrive let you and your team access and collaborate on documents from anywhere. But when you've got a lot on your plate, uploading PandaDoc files to Google Drive quickly falls to the back burner.
Instead of relying on your team to manually save signed contracts and other documents to your cloud storage account, use these Zaps to make sure every important file is stored automatically. Keep your records organized and up to date without any of the busywork.
Upload PDFs to Google Drive when new PandaDoc documents are completed
PandaDoc + Google Drive
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Do you and your team live in Google Drive? Set up this Zapier integration to streamline your file management. It automatically uploads a PDF copy of your PandaDoc documents to Google Drive once they are completed. Keep all of your files in the same place, without having to manually copy and upload them!
Upload PDF to OneDrive when PandaDoc documents are completed
PandaDoc + OneDrive
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Do you create and send documents through PandaDoc but need to store them in your OneDrive account? With this integration activated, Zapier will automatically upload a PDF copy of your PandaDoc documents to OneDrive once they're completed. No more “case of the missing contract” - all of your completed PandaDocs will automatically be copied into your OneDrive account!
Upload PDFs to Dropbox when new PandaDoc documents complete
PandaDoc + Dropbox
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Automatically upload a PDF of your completed PandaDoc document into Dropbox. This Zapier automation creates and saves a PDF copy of your PandaDoc documents once they are signed, keeping all your records up to date and ensuring everyone has access to the final version.
Upload PandaDoc paid documents to Google Drive as files
PandaDoc + Google Drive
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Simplify your document management process with this seamless workflow. When a document is paid in PandaDoc, the file is immediately uploaded to Google Drive. This automation reduces the need for manual data entry and ensures that every paid document is readily available for your reference in your Drive. The result is a streamlined, efficient document management process.
Log and track all your documents in a spreadsheet
Sometimes storing signed documents in the cloud isn't enough: you also need a list in one easily filterable spreadsheet or database. Spreadsheets are great tools for not only finding the information you need quickly, but seeing sales trends over time. They also make great sources of truth—especially since not everyone on your team has access to your PandaDoc or CRM account.
These Zaps automatically save each completed document's details to a new row in Google Sheets, Excel, or Airtable. That way, your records stay accurate and up to date with no manual effort (or human error).
Create Google Sheet rows for new completed PandaDocs
PandaDoc + Google Sheets
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When your sent documents are signed, you'll want the details organized on a spreadsheet. This integration helps by automatically creating a row in a Google Sheet with the details from a new document completed in PandaDoc. It's never been easier to organize completed document info.
Add rows in Microsoft Excel when new PandaDoc documents are completed
PandaDoc + Microsoft Excel
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Effortlessly track completed documents in PandaDoc by adding rows in Microsoft Excel with this seamless workflow. Once a document is marked as completed in PandaDoc, an entry will be swiftly created in a designated Excel spreadsheet. Eliminate the need for manual updates and enhance your organization and efficiency in one smooth integration.
Update Airtable records whenever new PandaDoc documents are sent
PandaDoc + Airtable
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This automated workflow allows for seamless information tracking for your business processes. Whenever a document is sent via the PandaDoc platform, this automation updates a corresponding record in the Airtable app, ensuring that all document statuses are up-to-date in your database. This workflow eliminates the need for manual record updates, ensuring data accuracy and saving valuable time.
Connect PandaDoc to any app with webhooks
If the automated workflow you're thinking of involves an app that doesn't integrate with Zapier (yet), you can use webhooks to create a custom automation. Webhooks are messages sent between apps when a specified trigger event takes place.
For example, say you want to generate new contracts in PandaDoc whenever a deal is marked as closed in your CRM platform. Or maybe you want to trigger another action—like a custom notification or task in your project management tool—when a document is signed in PandaDoc. You can use one of these templates to get started.
Create documents in PandaDoc from new caught webhooks
Webhooks by Zapier + PandaDoc
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When you want to send information to PandaDoc from a tool you're using that isn't integrated with Zapier, webhooks are a great solution. Just copy the webhook URL you into your app, and then Zapier can receive new information from the app and send it to a new document in PandaDoc. Stay updated on your important documents and easily connect them to other systems or processes without any manual effort.
Post webhooks for completed PandaDoc documents
PandaDoc + Webhooks by Zapier
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Save time and streamline your workflow by setting up this automation. Whenever a new PandaDoc document is completed, this automation will send a POST webhook to your specified URL. Stay updated on your important documents and easily connect them to other systems or processes without any manual effort.
Simplify your document management by automating PandaDoc
As your business grows, it's important to minimize the admin and busywork involved in scaling your sales. That way, you have more time for actually connecting with prospects and customers.
When you automate PandaDoc, you can save important paperwork details and receive custom updates when contracts are signed—all without leaving your favorite apps. And that's just the start of what you can do with PandaDoc and Zapier. What will you automate first?
