Attach PDF of newly-completed PandaDoc documents to Pipedrive deals
When this happensStep 1: Document Completed
Then do thisStep 2: Attach File
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
- New PandaDoc document is Completed
- Zapier create or finds a deal in Pipedrive
- Zapier attaches PDF version of the PandaDoc document to Pipedrive deal