PandaDoc + Spiro

PandaDoc + Spiro integrations

Update Spiro quotes when PandaDoc document statuses change

Stay in sync with your sales activities efficiently. When a PandaDoc document undergoes a status transition, the quote gets correspondingly updated in the Spiro app immediately. This streamlined process eliminates the need for manual data entry, paving the way for a more efficient sales operation.

When this happens...
Document Status ChangedTriggers when a document status changes to draft, sent, viewed, completed, paid, etc.
TriggerInstant
automatically do this!
Update QuoteUpdates quote.
ActionWrite

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More things you can do with PandaDoc and Spiro

Discover other triggers and actions you can use with PandaDoc and Spiro

- Source
Trigger
Instant
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- Source
Trigger
Instant
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- Document ID
  Required
- Attachment Name
  Required
- Attachment
  Required
Action
Write
- Document Name
  Required
- Template
  Required
- Send Document
  Required
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document ID
  Required
Action
Search
- Company Attributes
Trigger
Instant
Try It

- Spiro Users
- Sales Stage
Trigger
Instant
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- Spiro Users
Trigger
Instant
Try It
- Custom Entity Type
  Required
- Field Name
- Field Value
- Spiro Users
Trigger
Instant
Try It
- Spiro Users
Trigger
Instant
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New User
Triggers when new user created.
Trigger
Instant
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- Spiro Users
Trigger
Instant
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- Custom Entity Type
  Required
- Trigger Attribute
  Required
- Trigger Value
  Required
- Spiro Users
Trigger
Instant
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- Field Name
- Field Value
Trigger
Instant
Try It
- Ticket Attributes
Trigger
Instant
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- User Attributes
Trigger
Instant
Try It
- Company ID
  Required
- Custom Entity
  Required
Action
Write
- Contact ID
  Required
- Custom Entity
  Required
Action
Write
- Custom Entity
  Required
Action
Write
- Company Name
  Required
- Company ID
- Description
- Website
- Opportunity Name
- Amount
- Close Date
- Sales Stage Name
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
Action
Write
- Opportunity ID
  Required
- Custom Entity
  Required
Action
Write
- Reminder Date
  Required
- Reminder
  Required
- Company Id
  Required
- Spiro User
- Remind Me
- Description
Action
Write
- Support Desk
  Required
- Spiro User
- Subject
  Required
- Email
  Required
- Contact ID
- Company ID
- Priority
- Status
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
Action
Write
- Subject
  Required
- Message
- Link
- Spiro User. Leave it blank to send the message to your account.
Action
Write
- Id
  Required
- Company Name
- Website
- Address
- City
- State
- Zipcode
- Region
- Country
- Phone
- Description
- Owner
- External Id
- Timezone
- Customer Status
- Tier
Action
Write
- Custom Entity
  Required
- Record ID
  Required
Action
Write
- Id
  Required
- Name
- Header Notes
- Footer Notes
- Expiration Date
- Quote Status
- Link To Document
- Most Recent Quote Date
- Spiro User
- Company ID
- Primary Contact ID
- Opportunity ID
Action
Write
- Company ID
  Required
- Order Budget
Action
Write
- Id
  Required
- Subject
- Description
- Priority
- Status
- Spiro User
- Contact ID
- Company ID
Action
Write
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Company ID
  Required
- Sales Stage
Action
Search
- Contact ID
- Contact Email
- Interaction type
- Number of interactions
Action
Search
- Custom List
  Required
- Lookup Column
  Required
- Lookup Value
  Required
- Supporting Lookup Column
- Supporting Lookup Value
- Search Latest First?
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
- Full Name
  Required
- Email
- Phone
- Mobile Phone
- Description
- Spiro Company ID
- Company Name
- Title
- Opportunity ID
- Campaigns
- External Id
- Timezone
- Spiro User
Action
Search or write
- Field to Search By
  Required
- Search Value
  Required
- Support Desk
  Required
- Spiro User
- Subject
  Required
- Email
  Required
- Contact ID
- Company ID
- Priority
- Status
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
Action
Search or write

- Source
- Document Status
Trigger
Instant
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- Source
Trigger
Instant
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- warning
- Email
  Required
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Email
  Required
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document ID
  Required
Action
Search
- Contact Attributes
Trigger
Instant
Try It
New Company
Triggers when new company created.
Trigger
Instant
Try It
New Contact
Triggers when new contact is created.
Trigger
Instant
Try It
- Spiro Users
Trigger
Instant
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New Ticket
Triggers when new ticket created.
Trigger
Instant
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- Spiro Users
- Opportunity Attributes
Trigger
Instant
Try It
- Custom Entity Type
  Required
- Trigger Attribute
  Required
- Trigger Value
  Required
- Spiro Users
Trigger
Instant
Try It
- Custom Entity Type
  Required
- Trigger Attribute
  Required
- Trigger Value
  Required
- Spiro Users
Trigger
Instant
Try It
- Field Name
- Field Value
Trigger
Instant
Try It
- Entity Name
  Required
- Field Name
- Field Value
- Spiro Users
Trigger
Instant
Try It
- Opportunity ID
  Required
- Relations to Clone
- Name
- Sales Stage
- Amount
- Close Date
- Company ID
Action
Write
- Company Name
  Required
- Address
- City
- Zipcode
- Region
- Country
- Phone
- Description
- Website
- State
- External Id
- Timezone
- Customer Status
- Tier
- Owner
Action
Write
- Full Name
  Required
- Email
- Phone
- Mobile Phone
- Description
- Spiro Company ID
- Company Name
- Title
- Opportunity ID
- Campaigns
- External Id
- Timezone
- Spiro User
Action
Write
- Spiro User
- Subject
  Required
- Contact ID
- Ticket ID
- Email
  Required
- Type
  Required
- Custom Activity Type
- Disposition
- Interaction Date
- Description
- Users to Mention
- Full Name
- Company Name
- Phone
- Mobile Phone
Action
Write
- Full Name
  Required
- Email
- Company Name
- Company Address
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Region
- Website
- Description
- Opportunity Name
- Amount
- Phone
- Mobile Phone
- Title
- Sales Stage Name
- Close Date
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
Action
Write
- Reminder Date
  Required
- Reminder
  Required
- Email
  Required
- Contact Id
- Spiro User
- Remind Me
- Description
- Full Name
- Company Name
- Phone
- Mobile Phone
Action
Write
- Reminder Date
  Required
- Reminder
  Required
- Opportunity Id
  Required
- Spiro User
- Remind Me
- Description
Action
Write
- Ticket ID
  Required
- Custom Entity
  Required
Action
Write
- Resource Type
  Required
- Resource Id
  Required
- Fields
  Required
Action
Write
- Id
  Required
- Full Name
- Email
- Phone
- Mobile Phone
- Title
- Description
- Owner
- Campaigns
- External Id
- Company Id
- Timezone
Action
Write
- Id
  Required
- Opportunity Name
- Sales Stage
- Amount
- Close Date
- Description
- Priority
- Spiro User
- External Id
- Company ID
- Forecast Value
Action
Write
- Id
  Required
- Reminder
- Reminder Date
- Description
Action
Write
- Custom Entity (Section)
  Required
- Record ID
  Required
Action
Write
- User ID
  Required
- First Name
- Last Name
- Title
- Phone
- Country
- Currency
- Email Client
- Role
- Manager
- Group
- Is Admin?
Action
Write
- Company ID
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Custom List
  Required
- Lookup Column
  Required
- Lookup Value
  Required
- Supporting Lookup Column
- Supporting Lookup Value
- Search Latest First?
Action
Search
- Opportunity ID
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
Action
Search
- Field to Search By
  Required
- Search Value
  Required
- Company Name
  Required
- Address
- City
- Zipcode
- Region
- Country
- Phone
- Description
- Website
- State
- External Id
- Timezone
- Customer Status
- Tier
- Owner
Action
Search or write
- Field to Search By
  Required
- Search Value
  Required
- Company Name
  Required
- Company ID
- Description
- Website
- Opportunity Name
- Amount
- Close Date
- Sales Stage Name
- Pipeline Name
- Sales Stage
- Priority
- Opportunity Owner Full Name
- External Id
- Forecast Value
Action
Search or 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 moreLearn moreHelpHelp

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About Spiro

Spiro is an AI-Powered CRM that learns your sales process to increase effectiveness and deliver more accurate business insights.

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CRM (Customer Relationship Management)

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