How to Integrate Pipedrive and 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 save time creating, sending, and tracking documents?

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

Here's what we'll cover:

• What is PandaDoc?
• Why use PandaDoc with Pipedrive?
• How to get started using PandaDoc with Pipedrive
• Case Study: Get contracts signed faster

Prefer to watch? Press play and I'll walk you through how to integrate PandaDoc with Pipedrive.

What is PandaDoc?

PandaDoc lets you quickly create, send, track, and get documents signed. It was developed with sales teams in mind: its content library offers hundreds of customizable templates for proposals, quotes, contracts, forms, and just about any other sales document you could think of.

PandaDoc also lets you recreate your existing workflow and approval process, which makes automation easier. With PandaDoc templates, you can fully customize your documents and seamlessly link data between Pipedrive and PandaDoc.

Why use PandaDoc with Pipedrive?

Integrating Pipedrive and PandaDoc keeps your data in sync and eliminates the need for dual data entry.

For example: You can create a Quote in PandaDoc in a few clicks populated with dozens of customer data inputs from Pipedrive.

With PandaDoc, you'll also be notified when a document is viewed. And, when completed, you can have the file appear right within the Pipedrive Deal.

How to get started using PandaDoc with Pipedrive

PandaDoc has a native integration with Pipedrive, which makes it easy to get the two applications working together. Here's how to get started:

1. Step 1: Create a new PandaDoc account (free and paid subscriptions are available) or log in to your existing account. Create a template in PandaDoc and use tokens to choose which fields from Pipedrive you want to pull in.
2. Step 2: Install the PandaDoc app from the Pipedrive Marketplace.
3. Step 3: Open any Pipedrive deal. Under PandaDoc Documents List, click Create Document. This opens a window where you can select a PandaDoc template to fill in.

🎉 And you're ready to get started! 🎉

Integrating PandaDoc with your Pipedrive sales process lets your team cut down on administrative tasks and focus instead on driving the deal forward. Creating templates takes a bit of an initial time investment, but it will quickly pay off.

Case Study: Get contracts signed faster

Here's what this can look like in practice, with a little help from Zapier.

The problem

Everything Creative Designs (ECD) was using a variety of tools to manage contracts, payments, and their database before working with Ops Designed, but nothing was working great. Their main pain points were:

• The clunkiness of creating quotes and contracts, and the time it took
• Chasing down payments after contracts were signed

The process

We mapped out their existing processes for creating quotes and contracts and collecting payment, and identified the major issues. We then turned that into a requirements list defining what a great tool would provide. After researching contracting tools, we chose PandaDoc because it can house templates, integrate with Pipedrive, and collect payments.

Next, we mapped exactly what we wanted to happen between systems, identifying triggers, actions, and any manual steps required in between.

The result

At its most basic level, we built the following. Based on a stage change in Pipedrive:

• A quote is created in PandaDoc for the specific deal.
• An activity is created in Pipedrive for the sales rep to review and send that quote.

Then, when a quote is approved:

• An activity is created in Pipedrive for the sales rep to create the contract.
• The contract is created automatically by another stage change and can be sent in a flash.
• The client can then sign and pay the contract in one step, saving the rep from having to call to collect payments or, worse yet, drive around in traffic trying to pick up physical payments.

This implementation saves the team hours on every quote and provides a much improved customer experience. We call that a win-win.