PandaDoc Integrations

  • Create QuickBooks Online invoices when new PandaDoc documents are completed

    Looking to streamline your accounting workflow? If you don't have time to enter your signed PandaDoc quotes into QuickBooks Online manually, this PandaDoc-QuickBooks Online integration can help. Once activated, this Zapier integration will automatically add new QuickBooks Online invoices from completed PandaDoc documents.

    How this PandaDoc-QuickBooks Online integration works:

    1. New PandaDoc document is completed
    2. Zapier creates an invoice in QuickBooks Online

    Apps involved

    • PandaDoc
    • QuickBooks Online
  • Upload PDF to Box when PandaDoc documents are completed

    Want a simple way to copy your completed PandaDoc documents to Box? Activate this Zapier integration to create and save a PDF copy of your PandaDoc documents to Box whenever a document is completed. Keep your records straight and ensure everyone who needs to view signed documents has access to them.

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

    How this PandaDoc-Box integration works.

    1. PandaDoc Document Status changes to completed
    2. Zapier saves PDF version of the document to Box

    Apps involved

    • PandaDoc
    • Box
  • Upload PDF to DropBox when PandaDoc documents are completed

    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.

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

    How this PandaDoc-DropBox integration works.

    1. PandaDoc Document Status changes to completed
    2. Zapier saves PDF version of document to DropBox

    Apps involved

    • PandaDoc
    • DropBox
  • Upload PDF to Google Drive when PandaDoc documents are completed

    Do you and your team live in Google Drive? Setup this Zapier integration to automatically upload 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 & upload them!

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

    How this PandaDoc-Google Drive integration works.

    1. PandaDoc Document Status changes to completed
    2. Zapier saves PDF version of document to Google Drive

    Apps involved

    • PandaDoc
    • Google Drive
  • Upload PDF to OneDrive when PandaDoc documents are completed

    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!

    Note: Setting up this integration for a document status other than completed will result in a PDF with no electronic signature.

    How this PandaDoc-OneDrive integration works

    1. PandaDoc Document Status changes to completed
    2. Zapier saves PDF version of document to OneDrive

    Apps involved

    • PandaDoc
    • OneDrive
  • Create FreshBooks New invoices when new PandaDoc documents are completed

    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.

    How this PandaDoc-FreshBooks New integration works

    1. New PandaDoc document is completed
    2. Zapier creates or updates an invoice in FreshBooks New

    Apps involved

    • PandaDoc
    • FreshBooks New
  • Post Slack channel notifications when PandaDoc documents are completed

    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
  • Send emails via Gmail when new PandaDoc documents are completed (with attached PDF )

    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
  • Update HubSpot deals when PandaDoc documents are completed

    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
  • Update Pipedrive deals when PandaDoc documents are completed

    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
  • Attach PDF of completed PandaDoc documents to Pipedrive deals

    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
  • Create QuickBooks Online customers from completed PandaDoc documents

    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

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PandaDoc Integration Details

Launched on Zapier July 17, 2018

Zapier combines Triggers (like "Document Sent") and Actions (like "Create Document") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following PandaDoc Triggers, Searches, and Actions are supported by Zapier:

Document Sent

Triggers when a document is sent.

Document Completed

Triggers when a document is completed.

Document Paid

Triggers when a document is paid.

Document Status Changed

Triggers when a document status changes to draft, sent, viewed, completed, or paid.

Create Document

Creates a document from a template.

Create Contact

Create a new contact in PandaDoc

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PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.