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PandaDoc + Shopify

Generate documents in PandaDoc for new orders in Shopify

Effortlessly streamline your sales process and save time by setting up this workflow between Shopify and PandaDoc. With each new order in Shopify, a corresponding document will be created in PandaDoc, ensuring all sales-related documents are consistently organized and up-to-date. Simplify your sales documentation and focus on what matters most - growing your business.

Effortlessly streamline your sales process and save time by setting up this workflow between Shopify and PandaDoc. With each new order in Shopify, a corresponding document will be created in PandaDoc, ensuring all sales-related documents are consistently organized and up-to-date. Simplify your sales documentation and focus on what matters most - growing your business.

  1. When this happens...
    ShopifyShopify
    New Order

    Triggers when a new purchase is made (only open orders) (with line item support).

    TriggerScheduled
  2. automatically do this!
    PandaDocPandaDoc
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Shopify triggers, actions, and search

    New Blog

    Triggers when a new blog is added to your Shopify store.

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    New Customer

    Triggers when a new customer is added to your Shopify account.

    Trigger
    Scheduled
    Try It
    • Abandoned Cart Age (Hours)Required

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    New Draft Order

    Triggers when a new draft order is created

    Trigger
    Instant
    Try It
    • BlogRequired

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    Customer Account Enabled

    Triggers when a customer account is enabled.

    Trigger
    Instant
    Try It
  • Shopify triggers, actions, and search

    New Cancelled Order

    Triggers whenever an order is cancelled (with line item support).

    Trigger
    Instant
    Try It
  • Shopify triggers, actions, and search

    New Fulfilled Order

    Triggers when an order is fulfilled (with line item support).

    Trigger
    Instant
    Try It
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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.
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  • Documents

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About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.

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