![]() Our integration works with your pricing tables from PandaDoc documents too. Create invoices on the fly from signed agreements These include: storing PandaDoc documents to your Google Drive, sending PDF copies of the signed documents via email or to a Slack channel, or generating a new invoice once a contract is signed. To get started even faster, use our library of ready-to-use Zap templates that feature the most desired connections. Zapier is designed for businesses who need to integrate tools quickly and easily. Get started in minutes with ready-to-use Zap templates ![]() Zapier Triggers help to share these updates with your connected tools or publish them in a Slack channel.įor example, when a contract is signed in PandaDoc, you can change the opportunity in HubSpot to won, send a hooray! Slack message in the #saleswins channel, and then store a PDF copy of the contract in a dedicated Google Drive folder – all simultaneously with the PandaDoc Zapier integration. PandaDoc provides built-in tools for tracking document statuses and activities. And while PandaDoc generates your invoice or a contract and sends it out for you, you can keep enjoying your morning coffee. Just utilize the new PandaDoc actions for Zapier to automate document generation and eSignature collection. Every functionality available within your existing tool can be used with your documents. And the best news is, you won’t have to eliminate any features when you set up your automation rules with PandaDoc. With Zapier connections your data automatically moves from one application to another. Send the data from a PandaDoc document (fields and document status) or a PDF copy of the document in your CRM, cloud storage, and other tools.Capture data from other tools and generate a new PandaDoc document with this data.The new PandaDoc integration for Zapier works with the list of Triggers and Actions to set up bi-directional workflows: What’s new in PandaDoc integration for Zapier You can start by utilizing the PandaDoc Zaps (ready-to-use templates) or create a custom document workflow in your Zapier account. Also generate new bills and agreements from PandaDoc templates using the data from your CRM, accounting, or other business tools. And installation will likely take less time than reading this blog post.Ĭreate new invoices or send team messages when your contract is viewed, signed, or paid. ![]() Zapier setup doesn’t require any coding knowledge. ![]() With new Triggers and Actions, you can connect your PandaDoc documents and templates to 1300+ applications from the Zapier directory. The new way is to use our Zapier integration! The old way is to copy-paste each field manually. We have great news for sales champions!? Let’s say you need customer details from a signed PandaDoc contract added to a new invoice. But what if you could make their life easier by making the apps work better together? On average, a sales development rep uses six sales tools, and each of them is a necessity to their daily work. ![]()
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