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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.

  • All integrations

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Featured

  • For marketing teams
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  • Most popular
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  • Premium

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

Slack

Productivity

Slack

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

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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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HubSpot CRM

CRM

HubSpot

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

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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.

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Authorize.Net

Microsoft Dynamics CRM

CRM

Microsoft Dynamics

Unlock robust digital document functionality within your CRM.

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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.

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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.

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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.

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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.

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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.

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Dropbox

Stripe

Payment

Stripe

Collect credit card and ACH payments within your sales documents.

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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.

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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.

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Claude

Streamline your document workflow

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