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Boost your efficiency with PandaDoc integrations

PandaDoc offers embedded integrations with critical tools like Hubspot, Saleforce and Pipedrive so you can automatically import accurate customer data into your docs with ease. Connect every part of your business with integrations that will simplify your document workflow.

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ChatGPT

Productivity

ChatGPT

Discover the PandaDoc ChatGPT App for document creation, e-signatures, and agreement tracking. Create, send, and manage agreements directly in ChatGPT — available on all plans

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ChatGPT

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Productivity

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ChiliPiper increased their close rate by 28% after implementing PandaDoc.

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            AI Information
              Slack

              Notify your teammates of the latest activities on PandaDoc documents with instant Slack messages

              Explore

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              Slack

              HubSpot CPQ

              CRM, CPQ

              HubSpot

              PandaDoc CPQ (configure, price, quote) software allows sales teams to create accurate quoting processes at scale natively inside HubSpot.

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              HubSpot

              Zendesk Sell

              CRM

              Zendesk Sell

              Create stronger proposals in less time and close deals faster with Zendesk Sell and PandaDoc.

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              Zendesk Sell

              SugarCRM

              CRM

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              Access the right data at the right time and manage your sales cycle and documents within a single tool.

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              Google Sheets Premium

              Productivity

              Google Sheets
              Zapier connector

              Connect data across different apps and platforms to send documents and upload contacts in bulk.

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              Google Sheets

              Pipeliner CRM

              CRM

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              Creating proposals is an integral part of sales and usually, a laborious task that requires working outside your CRM. Now with the new PandaDoc integration for Pipeliner, you can save time and continue working right there in the CRM application.

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              PandaDoc for Microsoft Teams

              Productivity

              Microsoft Teams

              Securely track, react, and eSign documents without leaving Microsoft Teams with the PandaDoc integration.

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              Microsoft Teams

              Brevo

              CRM

              Brevo logo — white stylized "B" on a green circle

              PandaDoc now integrates with Brevo to help teams create and send accurate, signable documents in just a few clicks.

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              Brevo logo — white stylized "B" on a green circle

              HubSpot CRM

              CRM

              HubSpot

              Expand the ROI from your CRM and unlock easy document generation and eSignature capabilities.

              Explore

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              HubSpot

              Pipedrive CPQ - PandaDoc New

              CRM, CPQ

              pipedrive

              PandaDoc CPQ for Pipedrive brings powerful quoting and compliance tools directly into Pipedrive.

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              pipedrive

              Insightly

              CRM

              Insightly

              Create, send, and eSign professional sales documents inside your CRM platform.

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              Insightly

              Google Docs

              Productivity

              Google Docs

              Edit and submit a document to sign, without ever leaving Google Docs.

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              Google Docs

              Nutshell

              CRM

              Nutshell

              Transfer data from your CRM automatically to create accurate sales documents fast.

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              Nutshell

              Integromat

              Integration platforms

              Make

              Connect PandaDoc with your favorite apps to automate your document management.

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              Make

              Omniscient

              CRM

              Omniscient

              Streamline proposals, quotes and contracts - directly within the Omniscient interface.

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              Omniscient

              Authorize.Net

              Payment

              Authorize.Net

              Get paid the instant your client signs a deal when you enable electronic payments.

              Explore

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              Authorize.Net

              Microsoft Dynamics CRM

              CRM

              Microsoft Dynamics

              Unlock robust digital document functionality within your CRM.

              Explore

              Integration Lead Icon
              Microsoft Dynamics

              FreshBooks New Premium

              Payment

              FreshBooks
              Zapier connector

              Automate invoice processing and eliminate errors when you combine document management and accounting software.

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              FreshBooks

              PandaDoc for ActiveCampaign

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              Simplify your team’s workflow and boost productivity with PandaDoc for ActiveCampaign.

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              Greenhouse New

              HR Systems

              Greenhouse

              Efficiently create, send and store offer letters using the Greenhouse offer information, without switching between systems

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              Greenhouse

              Canva

              Design

              Canva

              Incorporate eye-catching images, illustrations, fonts and templates that streamline brand consistency and bring your documents to life.

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              Canva

              Salesforce Premium

              CRM

              Salesforce

              Automatically update opportunity status and auto-fill sales documents in seconds.

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              Salesforce

              PayPal

              Payment

              PayPal

              Provide a world-class checkout experience for your customers.

              Explore

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              PayPal

              Square

              Payment

              Square

              Add a payment request to your next proposal with only a few clicks.

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              Square

              Pipedrive

              CRM

              Pipedrive

              A single tool for generating and eSigning documents, and for end-to-end sales cycle management.

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              Pipedrive

              QuickBooks Payments

              Payment

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              Get paid directly within your documents when you connect Quickbooks Payments to your account.

              Explore

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              Salesforce CPQ

              CRM, CPQ

              Salesforce CPQ

              Leave a lasting impression on customers and prospects, with fast, error-free quotes that are easy to build and hard to beat - all done inside Salesforce CPQ.

              Explore

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              Salesforce CPQ

              QuickBooks Online Premium

              Payment

              QuickBooks
              Zapier connector

              Create invoices populated with deal and customer data pulled directly from your signed contracts.

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              QuickBooks

              Freshsales

              CRM

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              Save time and resources when you combine your CRM with the top-rated quote and proposal software on the market.

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              Microsoft OneDrive Premium

              Storage

              Microsoft OneDrive
              Zapier connector

              Use automation to back up and access your important documents from anywhere.

              Explore

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              Microsoft OneDrive

              Zoho

              CRM

              Zoho

              Shorten your sales cycle by streamlining the way you create, send, and track all your deal-related documents.

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              Zoho

              Single sign-on

              Admin

              SSO

              Support your team by simplifying your login and user management.

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              SSO

              Dropbox

              Storage

              Dropbox

              Repurpose, upload, and leverage your top-performing content into formats offered by PandaDoc stored within Dropbox.

              Explore

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              Dropbox

              Stripe

              Payment

              Stripe

              Collect credit card and ACH payments within your sales documents.

              Explore

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              Stripe

              Salesmate

              CRM

              Salesmate

              Create, manage and track proposals and other key documents without leaving Salesmate CRM.

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              Salesmate

              Copper

              CRM

              Copper

              Automate the way you create sales documents and collect eSignatures.

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              Copper

              Zapier Connectors

              Integration platforms

              Zapier

              Create custom, automated workflows using your favorite Zaps.

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              Zapier

              monday.com

              CRM

              monday.com

              Create, track and send documents for eSignature in real-time - directly within your monday.com CRM.

              Explore

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              monday.com

              Claude

              Productivity

              Claude

              Connect PandaDoc to Claude and create agreements, send for signature, and ask questions about any contract in your workspace — without leaving Claude. Free to connect.

              Explore

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              Claude