PandaDoc Integrations

Closing deals is exciting. Manually entering data into your accounting platform in order to track (and get paid on those deals is not). With the PandaDoc-FreshBooks New integration, you don't have to spend time & effort manually adding your signed PandaDoc quotes. Once activated, Zapier will create FreshBooks New invoices from Completed PandaDoc documents automatically.

Looking for a quick way to stay up to date your sales wins and share it with your team in Slack? After you've set it up, the details of each newly completed PandDoc document will be posted to a Slack channel of your choice as a Slackbot. Start celebrating your wins as a team with our Slack-PandaDoc integration.

How this PandaDoc-Slack integration works

1. New PandaDoc document is Completed
2. Zapier posts message in Slack channel

Apps involved

• PandaDoc
• Slack

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.

Note: Only “Completed” documents with e-signatures will have an electronic signature certificate.

How this PandaDoc-Gmail integration works

1. New PandaDoc document is Completed
2. Zapier sends Gmail email

Apps involved

• PandaDoc
• Gmail

With the help of Zapier, you can set up an automated workflow between PandaDoc and HubSpot CRM. This means you don't have to spend extra time updating deals after your PandaDoc quotes get signed. Once activated, whenever a new PandaDoc document is completed, Zapier will automatically update the deal HubSpot CRM deal so you don't have to do it manually.

How this PandaDoc-HubSpot CRM integration works

1. New PandaDoc document is Completed
2. Zapier finds and updates a deal in HubSpot CRM

Apps involved

• PandaDoc
• HubSpot CRM

Connect your CRM to your document management tool with this Zapier automation. Once activated, whenever a document is completed in PandaDoc, Zapier will automatically update the deal stage and any Pipedrive field values that were edited within PandaDoc.

How this PandaDoc-Pipedrive integration works

1. New PandaDoc document is Completed
2. Zapier updates deal in Pipedrive

Apps involved

• PandaDoc
• Pipedrive

If you want Pipedrive to serve as a single source of truth, you’ll need to keep your deal records up to date with copies of all your finalized documents. Setup this Zapier integration to automatically attach a PDF copy of your completed PandaDoc documents to your Pipedrive deals.

Note: Only “Completed” documents with e-signatures will have electronic signature certificates.

How this PandaDoc-Pipedrive integration works

1. New PandaDoc document is Completed
2. Zapier create or finds a deal in Pipedrive
3. Zapier attaches PDF version of the PandaDoc document to Pipedrive deal

Apps involved

• PandaDoc
• Pipedrive

With Zapier's help, PandaDoc and QuickBooks work together to automate your manual data entry workflows. When a PandaDoc proposal closes, Zapier will auto-create customers and/or update their financial data in QuickBooks, so you never have to copy and paste sensitive financial information again.

How this PandaDoc-QuickBooks Online integration works

1. New PandaDoc document is completed
2. Zapier creates a new customer in QuickBooks Online

Apps involved

• PandaDoc
• QuickBooks Online

Quickly add new contacts into PandaDoc from Google Sheets using this integration. Once activated, whenever a new row is added to a Google Sheets spreadsheet, a new contact will be created in PandaDoc automatically.

Note: By default, this integration uses the spreadsheet format provided in this Template. However, you can customize the integration to use any spreadsheet format needed.

How this Google Sheets - PandaDoc works

1. A new row is added in Google Sheets with a contact’s information (first name, last name, email, company, phone)
2. Zapier creates new contact in PandaDoc

Apps involved

• Google Sheets
• PandaDoc