Best integrations for PandaDoc 2025
These integrations extend PandaDoc capabilities. They bring real improvements in document workflows.
Zoho CRM
Automatically update Zoho CRM records when PandaDoc documents are completed. Map data between systems to populate fields and reduce manual entry. Keep deal stages current based on PandaDoc status changes. This ensures accurate reporting and eliminates redundant tasks.
Salesforce
Connect PandaDoc with Salesforce to generate proposals and contracts automatically. Populate documents with Salesforce data. Track document status directly within Salesforce opportunities. This provides sales teams with better visibility and control over the sales cycle. You can also update Salesforce records when documents are signed.
HubSpot
Use PandaDoc to create quotes within HubSpot deals. Automatically send personalized documents based on deal properties. Record when a document is viewed, approved, or signed. This integration improves sales efficiency and provides valuable insights into customer engagement. Update HubSpot contacts with PandaDoc data.
Google Drive
Store completed PandaDoc documents in Google Drive. Organize files by client, project, or date. Automatically back up all documents. Share final documents with stakeholders via Google Drive links. This provides a centralized repository for all document-related assets and improves compliance.
Box
Securely archive signed PandaDoc documents in Box. Maintain version control and audit trails. Automatically route documents to specific folders based on document type or client. Enforce compliance policies with Box's security features. This ensures sensitive information is protected and accessible when needed.
Microsoft Dynamics 365
Generate contracts and proposals directly from Dynamics 365 records. Track the progress of PandaDoc documents within Dynamics 365. Pre-fill document fields with existing CRM data. This integration reduces data entry errors and speeds up the sales process. Trigger follow-up tasks when documents reach specific stages.
Slack
Receive instant notifications in Slack when PandaDoc documents are viewed or signed. Alert relevant team members when action is required. Share document links directly within Slack channels. Improve team collaboration and responsiveness by staying informed about document progress in real time. Automate reminders for pending approvals.
Google Sheets
Export PandaDoc data to Google Sheets for reporting and analysis. Track document status, completion dates, and revenue generated. Create custom dashboards to visualize key metrics. This enables data-driven decision-making and helps you monitor document performance. Automate reporting on sent and signed documents.
Airtable
Manage document workflows in Airtable using PandaDoc data. Link documents to related projects, tasks, or clients. Track document status and deadlines. Use Airtable's collaboration features to manage approvals. This provides a flexible and visual way to organize and track documents. Create a central hub for document-related information.
Webhook
Use webhooks to send real-time data from PandaDoc to any application. Trigger custom actions based on document events. Integrate with internal systems or custom workflows. This allows for maximum flexibility. It lets you extend PandaDoc's capabilities to meet specific needs. Create a two-way data flow to automate complex processes.