How do PandaDoc and Pipedrive work together?

By integrating PandaDoc with Pipedrive, users can access sales proposal generation and eSigning features. These features streamline document management and contract management. The PandaDoc integration enables users to create eSignature documents and track their status from within Pipedrive. Salespeople can create error-free quotes and proposals that contain deal details and pricing tables. Customers can sign documents and submit credit card payments from the PandaDoc Android or iOS app. Learn more about Pipedrive features for free with Pipedrive Academy .

How do I sign a document using PandaDoc?

To sign a PandaDoc document, click the link to the document sent to you via email. From there, you can either use the PandaDoc mobile app or browser page. Mobile users can use their finger or stylus on their touchscreen device or upload a signature. Browser-based users can sign their form using their trackpad, stylus or an uploaded image.

Is PandaDoc safe and secure?

At PandaDoc, security is a top priority. PandaDoc is HIPAA, GDPR, FERPA and eIDAS compliant, and is SOC 2 Type II certified. Plus, PandaDoc services are hosted on state-of-the-art Amazon AWS data centers for increased security, using carefully vetted third-party subprocessors.

PandaDoc CRM integration

Manage sales docs with PandaDoc

Syncing document automation software with your CRM keeps your files organized, n which reduces errors, streamlines processes and boosts your team members’ productivity.

Pipedrive’s PandaDoc integration enables you to configure, send and track documents so you can manage your complete sales cycle in a single tool.

Connect Pipedrive and PandaDoc

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What is PandaDoc?

PandaDoc is a SaaS document generation and eSigning tool with CPQ (configure, price, quote) features that can help your sales team manage every step of the sales cycle.

What is PandaDoc used for?

Whether you’re a startup or a large enterprise, PandaDoc is equipped to handle routine sales activities and keep deals moving through the pipeline. Key functionalities include:

Managing sales proposals. Create and send sales proposals from Pipedrive deals and track if your prospect has read them.
Gathering electronic signatures. Send user-friendly files for prospects and clients to sign.
Streamline document workflows. Manage your document workflows quicker, easier and in one place.

PandaDoc CRM integration features

Create custom pipelines to track key documents

Create and customize pipelines to reflect your sales process and track key documents

Reduce errors with workflow automation

Speed up your document workflow with automated follow-up emails and more

Track document status with deal notes

See a deal note with a link to access the document once it’s been created, sent or signed

Simplify document creation with custom fields

Create and send documents faster by automatically adding CRM fields (even custom fields) to templates

How to connect

Thanks to one-click installation, the Pipedrive and PandaDoc integration is super easy to set up via our Marketplace.

Go to Marketplace

Streamline document management

Managing endless documents in different tools adds friction to your team members’ day.

Document management software enables sales reps to find everything in the same place, giving them more time to focus on nurturing and closing deals.

Combining Pipedrive and PandaDoc features simplifies document management and eSignature processes, providing a better customer experience by prioritizing ease of use.

Learn more about Pipedrive’s document management features.

Automatically populate forms

Manually entering data into contracts and sales docs can be time-consuming and leaves room for human errors.

Custom branding and fields enable you to import the right information into your sales docs quickly and consistently.

Pipedrive’s customization features let you align the right content with each document to ensure accurate and personalized interactions.

Learn more about Pipedrive’s custom fields.

Mitigate manual errors with automations

Juggling multiple deals can slow down deal progress.

Workflow automations reduce the risk of manual errors by eliminating repetitive tasks during document creation or quote editing, such as generating pricing tables.

Connecting Pipedrive and PandaDoc lets you automate tasks and notifications for renewals so deals keep moving through the pipeline.

Learn more about Pipedrive automations.

Visualize deal status

It can be difficult to stay organized and on top of deals when you have multiple opportunities in different sales funnel stages.

Seeing deal stage status in real time helps you send the right information to a contact at the right time.

With Pipedrive’s custom visual pipelines, you can standardize processes and activities to easily track documents and progress.

Learn more about Pipedrive’s custom visual pipeline.

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

See all apps and extensions

How Pipedrive and PandaDoc helped Good Work cut proposal creation time by 80%

Web development agency Good Work combined Pipedrive and PandaDoc to create a standardized workflow for creating proposals and contracts. The company has seen a 30% increase in close rates.

Read the case study

PandaDoc integration FAQs

By integrating PandaDoc with Pipedrive, users can access sales proposal generation and eSigning features. These features streamline document management and contract management.

The PandaDoc integration enables users to create eSignature documents and track their status from within Pipedrive.

Salespeople can create error-free quotes and proposals that contain deal details and pricing tables.

Customers can sign documents and submit credit card payments from the PandaDoc Android or iOS app.

Learn more about Pipedrive features for free with Pipedrive Academy.

Used by over 100,000 companies in 179 countries

In the forecast view, we look at what deals are due to close this month, next month just to make sure everyone is really honest about what they should be working on.

Carolyn PearsonFounder, Maiden Voyage

One of the favorite features within Pipedrive is the email integration. It pulls all of the clients details in, so that we don’t have to think about it.

Erin and DrewFounders, Pro Arts

As a business owner, my favorite feature in Pipedrive is the statistics and being able to look at the dashboard and use those metrics to help each individual on the team.

Lisa CoyleCEO, 360 Payments