How to Use PandaDoc Integrations

PandaDoc integrations bring document automation into your Latenode workflows. Connect PandaDoc events to other apps. Trigger actions when documents are created, viewed, or completed. Build flows that react to document status changes and move data across systems.

Here's How to Use PandaDoc integration in Latenode:

• Add PandaDoc node: Find it in the integrations menu and drag it to the canvas.
• Connect account: Authenticate with your PandaDoc API key or OAuth.
• Choose a trigger: Select events like "Document Created" or "Document Completed".
• Map data fields: Connect data from PandaDoc to other Latenode blocks.

Use these steps to update CRMs when a contract is signed. Kick off fulfillment processes after a proposal is approved. Alert sales teams of important changes. You can also populate documents with data from other sources. Build document workflows inside bigger business processes.

• Faster Sales Cycles: Instantly act on document events to speed up deals.
• Reduced Admin: Update systems automatically when documents change status.
• Better Visibility: Track document progress and report to your sales team.

• Sales: When a PandaDoc document is completed, Zoho CRM creates a new contact, ensuring all leads are captured.
• Marketing: Use PandaDoc with HubSpot to automatically send proposals to leads. This accelerates the sales cycle.
• Finance: PandaDoc integrates with QuickBooks. This allows automatic invoice creation once a contract gets signed.
• HR: Trigger PandaDoc from BambooHR to generate employment contracts. This ensures efficient employee onboarding.
• Project Management: Update Asana tasks when a PandaDoc proposal is approved. This kicks off project execution.

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.

• HubSpot. When a deal reaches a certain stage, PandaDoc automatically creates and sends a contract, updating the deal record upon completion.
• Zoho CRM. Generate PandaDoc quotes from new Zoho leads, tracking document status directly within the CRM.
• Google Sheets. Populate PandaDoc templates with data from new rows in Google Sheets, archiving signed documents in Google Drive.
• Slack. Receive PandaDoc document status updates in a dedicated Slack channel, notifying relevant team members of approvals or rejections.
• Airtable. Automatically create PandaDoc documents when a new record is added to an Airtable base, linking the document back to the record.
• Salesforce. Use PandaDoc to generate contracts from Salesforce opportunities, automatically updating the opportunity status upon signature.
• QuickBooks. Create PandaDoc invoices from new QuickBooks sales receipts, sending payment reminders based on document status.
• ClickUp. Trigger PandaDoc document creation when a ClickUp task moves to a specific status, attaching the document to the task.

What is PandaDoc?

PandaDoc is software that helps you create, send, and manage documents like proposals, contracts, and quotes. It streamlines your document workflow from creation to e-signature.

How do I create a document?

You can create a document by uploading an existing file, starting with a template from our library, or building a new document from scratch using PandaDoc's editor tools.

Can I track my documents?

Yes! PandaDoc provides real-time tracking, so you know when a document has been viewed, commented on, or signed. Stay informed and follow up effectively.