PandaDoc + SharpSpring

Send PandaDoc documents to create or update SharpSpring opportunities

Elevate your sales process with this streamlined workflow. When a document is sent in PandaDoc, this automation then creates or updates an opportunity in SharpSpring. This allows you to efficiently manage your sales opportunities without manual data entry, ensuring seamless tracking and momentum throughout your sales cycle.

When this happens...
Document Sent
Triggers when a document is sent.
TriggerInstant
automatically do this!
Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.

You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

ActionWrite

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Supported triggers and actions

- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document IDRequired
Action
Search
New Account
A new Account is created in SharpSpring.
Trigger
Polling
Try It

New Form Fillout Event
When a lead fills out a form in SharpSpring.
Trigger
Polling
Try It
New Opportunity
A new Opportunity is created in SharpSpring.
Trigger
Polling
Try It
- Account Owner
- Account NameRequired
- Industry
- Phone
- Number of Employees
- Website
- Address
- City
- State
- Country
Action
Write
- Email AddressRequired
- First Name
- Last Name
- Company Name
- Lead Status
- Lead Owner
- Title
- Street
- City
- Country
- State
- Zip Code
- Website
- Phone Number
- Mobile Phone
- Description
- Industry
- Is Unsubscribed
- Tracking ID
Action
Write

- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
New Email Open Event
When a lead opens an email in SharpSpring.
Trigger
Polling
Try It
New Lead
When a lead has been created in sharpspring.
Trigger
Polling
Try It
New Page Visit Event
When a lead visits a new page in SharpSpring.
Trigger
Polling
Try It
- Campaign NameRequired
- Campaign Type
- Campaign Alias
- Campaign Origin
- Quantity
- Price
- Goal
- Other Costs
Action
Write
- Opportunity NameRequired
- Associate a Primary LeadRequired
- Associate With an AccountRequired
- Opportunity StatusRequired
- Opportunity OwnerRequired
- Deal StageRequired
- Close DateRequired
- Opportunity AmountRequired
Action
Write

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