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PandaDoc + Pipedrive

Create PandaDoc documents for updated Pipedrive deal stages

Effortlessly manage your sales documents with this Pipedrive and PandaDoc workflow. Whenever a deal stage is updated in Pipedrive, a new document will be created in PandaDoc, ensuring that your contracts and other important files remain up-to-date. Streamline your document management and focus more on closing those deals.

Effortlessly manage your sales documents with this Pipedrive and PandaDoc workflow. Whenever a deal stage is updated in Pipedrive, a new document will be created in PandaDoc, ensuring that your contracts and other important files remain up-to-date. Streamline your document management and focus more on closing those deals.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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pandadoc logo

About PandaDoc

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.

Related categories

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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.