About PandaDoc
PandaDoc streamlines the creation and approval of sales documents. It eliminates the 'PDF black hole'. Integrating PandaDoc with your CRM is transformative; it allows sales reps to generate error-free contracts with one click using CRM data, and updates the deal stage automatically when the client signs, reducing friction at the most critical moment of the sale.
Integration Capabilities
PandaDoc has 7 native integrations with leading business platforms. Connect via direct API, webhooks, or third-party automation tools for unlimited possibilities.
Browse PandaDoc integrations below. Green integrations are native and free. Yellow integrations require an automation platform like Make ↗ to sync data.
Common Integration Patterns
- → CRM Data Injection: The primary pattern is clicking a button in HubSpot/Salesforce to generate a proposal that is pre-filled with Deal/Opportunity product line items.
- → Payment Collection: Using the Stripe integration to require a deposit *inside* the proposal document before the signature is accepted.
- → Workflow Blocking: Preventing a document from being sent until a manager approves the discount amount via Slack/Email notification.
Integration Challenges
- ⚠ Product Table Formatting: Syncing line items from a CRM into PandaDoc's pricing tables can break formatting if the product descriptions are too long.
- ⚠ Token Errors: If a custom field is deleted in the CRM, the corresponding token in the PandaDoc template will break, showing raw code to the client.
- ⚠ Browser Cookies: The embedded editor within CRMs often faces issues with third-party cookie blocking in browsers like Safari.
Before You Integrate
- 1. Match Product SKUs: Ensure SKU codes in your CRM match exactly with the catalog in PandaDoc if you are using the catalog feature.
- 2. Test Mobile View: Send a test proposal to a phone to ensure the pricing table is readable on mobile.
- 3. Set Auto-Expiration: Configure settings to expire quotes automatically after X days to create urgency.
✓ PandaDoc Integrates Natively (4)
These tools connect directly with PandaDoc without needing third-party automation platforms.
HubSpot
CRM platform for marketing, sales, and service automation.
Salesforce
Enterprise-grade CRM for managing customer relationships.
Slack
Team messaging platform for collaboration and alerts.
Stripe
Payment processing platform for internet businesses.
✓ Tools That Integrate with PandaDoc (1)
These tools have native integration features that connect to PandaDoc.
⚙ Connect via Automation Platform (2)
Connect PandaDoc to these tools using Make ↗ , a powerful automation platform.
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