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How to Integrate Pipedrive and PandaDoc‍

Integrating Pipedrive with PandaDoc

How does your business handle documents, proposals, and contracts? Is your sales team spending too much time generating sales docs and following up on proposals? Are you looking for a way to streamline the process to save time creating, sending, and tracking documents?

Integrating PandaDoc with Pipedrive is an excellent option to do just that.  

Here is a brief overview of:

What is PandaDoc?

PandaDoc is an application that lets you quickly create, send, track, and get documents signed. To make things faster and easier, PandaDoc’s content library offers several customizable proposals, quotes, contracts, forms, and more developed specifically for sales teams.

The document tool also allows you to recreate your existing workflow and approval process for easier automation. When you use the PandaDoc templates feature you can fully customize your documents and seamlessly link data between Pipedrive and PandaDoc.

PandaDoc was developed with sales teams in mind. The expansive content and proposal library offers over 750 templates for just about any sales document you could think of. 

Why Use PandaDoc?

In addition, you get notified when a document is signed or amended, in-app text editing for uploaded Docx files, and approval workflows. In addition, recipient analytics help you understand how your documents are performing.

Integrating Pipedrive CRM with PandaDoc allows your team to keep data consistent without wasting time switching between applications. For example, when you integrate PandaDoc and Pipedrive, you can pull any customer data into your documents with a few clicks. No more searching through spreadsheets and manually filling in the information you need for a proposal or contract. No more tedious copy-pasting of customer information.

How to Get Started Using PandaDoc with PipeDrive

PandaDoc recently announced a native integration for Pipedrive, making it easy to get these applications working together. 

Here’s how to get started:

Step 1: Create a new PandaDoc account (free and paid subscriptions are available). Or log into your existing account. Create a Template in PandaDoc and use the tokens to select which fields from Pipedrive you want to pull in. 

Step 2: Install the application from the Marketplace

Step 3: Open any Pipedrive Deal.  Under PandaDoc Documents List, click on Create Document. This will open a window allowing you to select a Template from PandaDoc to fill in.

And you’re ready to get started!

Watch the Video Below to Learn How to Integrate PandaDoc:

Need More Help to Make Pipedrive Work for You?

Pipedrive is a powerful CRM that can be a game changer for your business. That is, if you are using it to its fullest potential. Integrating PandaDoc with your Pipedrive sales process allows your team to cut down on administrative tasks and focus instead on driving the deal forward. Creating templates takes a bit of an initial time investment, but will quickly pay off. 

Are you using Pipedrive but can’t seem to get the automations and integrations to work the way you want them to? Tired of wasting hours reading articles and watching YouTube videos just to find you’re in the same spot? 

Schedule a Pipedrive Working Session, and we can teach you to do what you need Pipedrive to do for your business.