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Attach PDF of newly-completed PandaDoc documents to Pipedrive deals

  1. When this happensStep 1: Document Completed

  2. 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

  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

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