PandaDoc for Slack

Notify your teammates of the latest activities on PandaDoc documents with instant Slack channel messages. Track your document-related tasks and get automatic reminders on sent or accepted quotes, proposal, or contracts.

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Existing Slack Zaps

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Get instant updates in Slack

Make sure your team is informed about the latest document activities. Push instant update messages to your Slack team channel or send direct messages to appropriate team members. Now you’ll never miss a document approval, a new client signed up, or when your recipient commented on your proposal or quote.

Receive reminders on document actions

PandaDoc makes the document creation process easy and efficient. When combined with Slack’s powerful teamwork capabilities, managing and tracking your documents becomes virtually effortless. Create custom rules for push messages with reminders once your documents are completed or paid.

A smooth document workflow

Combine PandaDoc native email notifications and tracking and analytics features with Slack messaging to keep your team updated about every stage of the document journey. Set up custom notification messages and rules when your document is sent, viewed, signed, or even paid.

Stay up to date

Keeping track of documents means receiving lots of notifications. At PandaDoc, we streamline this process with our suite of time saving tools. Nonetheless, your inbox or CRM can still get overcrowded. By routing relevant notifications to the appropriate team member in Slack, you can cut down on all that virtual chatter.

Send timely notifications

PandaDoc clients consistently experience a boost in sales after using our Zapier Slack integration. By cutting out unnecessary management tasks, sales teams can focus on the jobs that matter. The PandaDoc Slack integration ensures unification of team-members across both platforms, and many manual tasks can be automated.

Customize your workflow

Our Slack app integration enables you to extend the PandaDoc extensive functionality to all parts of your sales workflow. Take advantage of automated notifications, messages, and more from Slack’s simple chat interface. Zapier Slack bots cut down on your workload.

How to setup PandaDoc for Slack?

Step 1. Connect PandaDoc with Slack

Connect PandaDoc with Slack from your Zapier account. Confirm everything is working and you’re ready to go.

Step 2. Create your Zaps

Create your own automations (also called “Zaps”) or take advantage of our ready-made zap templates. It only takes a few clicks to create Zaps. Consult our extensive documentation or get help from our support team.

*Note: The Zapier free version only allows users to create up to five 2-step zaps which include most major apps. However, this integration might be considered a premium integration for which you will need a paid Zapier plan.

Step 3. Test and customize

Test and make changes going forward. It’s easy to tweak existing Zaps and there’s no limit on how many you can make.

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