Spend less time processing doc-related tasks
Use pre-made automations to reduce the time you spend on manual tasks, such as updating your CRM or sending a follow-up once the document has been signed.
Delegate menial and repetitive tasks to Automations
Streamline the processing of documents after signing.
Move your document workflow forward
Boost your team’s productivity
Focus more on value-added work rather than repetitive tasks. Our easy-to-use automated workflows ensure that all the boring stuff happens in the background.
Seamlessly integrate with other tools
Enjoy a hassle-free, two-way sync between PandaDoc and other important tools, like CRM, finance or HR software, without having to deal with manual updates or any other unnecessary hassles.
Integrate with your favorite tools
Out of the box integrations with your CRM allow your team’s proposals to get out the door faster and eliminate manual data entry errors.
Where Automations are handy
Setting up Automations is easy
Open a document template
Open a template you’d like to set up an automation for, then select Automations at the top of the page.
Create an automation
Click “Create automation” and choose a desirable action from the list. Once you set up an automation within your template, any new documents created from that template will inherit the same setup.
Enjoy the ease of use
Utilize your automations, and tweak them easily if needed. To disable or delete them, go to the top of the page, select Automations, and switch off the toggle beneath any features.
Learn more about Automations
Frequently asked questions
How do PandaDoc Automations work?
PandaDoc Automations feature will trigger an action, once the document status changes to Sent or Completed. Automations work with templates — so, when you set up an automation within your template, all new documents created from this template will inherit the automation.
What actions do automations perform?
Automations perform the following actions: send another PandaDoc document, move a document to a PandaDoc folder, save a completed PDF on cloud storage, change the stage in CRM, update or add a record in CRM, and create a record in HR tools. Read more here.
Which types of documents can have automations applied?
You can apply automations to any type of document inside PandaDoc — proposals, contracts, quotes, financial documents, and others.
Can I configure automations within a template?
Yes. After you configure settings at the template level, all new documents created from that template will inherit the automation setup.
Streamline your document workflow
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