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PandaDoc + Pipedrive

Attach PDF of newly-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.

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.

  1. short arrow
    long arrow
    When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Attach File

    Uploads a file and attaches it to a deal, person, organization, activity, product or note.

    ActionWrite

Supported triggers and actions

What does this mean?
pandadoc logo
pandadoc logo
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.
Learn More

Related categories

  • Documents

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pipedrive logo
pipedrive logo
pipedrive logo

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.

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