Outreach + PandaDoc Integration | Streamline Sales Engagement & Document Automation

Explore Triggers and Actions

New Call Instant

Trigger new event when a call is created, updated, or deleted.

New Email Event (Instant)

Trigger new event when an email is created, updated, destroyed, bounced, delivered, opened or replied.

New Task Event (Instant)

Trigger new event when a task is created, updated, destroyed or completed.

Create Folder

Create a new folder to store your documents.

Get Document Details

Return detailed data about a document.

Create or Update Contact

This method adds or updates a contact using the email as index.

Get Document Status

Get basic status info about a document.

List Contacts

List all contacts within an account.

List Document Attachments

Returns a list of attachments associated with a specified document.

List Documents

List documents, optionally filtering by a search query or tags.

List Folders

List folders which contain Documents.

Send Document

Move a document to sent status and send an optional email.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Outreach and Pandadoc?

Our Outreach and PandaDoc integration empowers sales teams to streamline their workflows by combining Outreach's powerful sales engagement platform with PandaDoc's intuitive document automation. Easily send, track, and manage proposals and contracts directly within Outreach, reducing manual tasks and closing deals faster. This integration ensures your sales communications and document workflows are perfectly aligned, enhancing productivity and improving customer experience.

Frequently asked questions

How does the Outreach and PandaDoc integration improve my sales workflow?

The integration allows you to create, send, and track PandaDoc proposals and contracts directly from Outreach, eliminating the need to switch between platforms. This streamlines your sales process, reduces manual data entry, and accelerates deal closures.

Can I track document status and engagement within Outreach?

Yes, once a PandaDoc document is sent through Outreach, you can monitor its status—such as viewed, signed, or pending—right within the Outreach interface, giving you real-time insights into your deals.

Is it possible to automate document generation based on Outreach sequences?

Absolutely. You can set up automated triggers within Outreach sequences to generate and send PandaDoc documents at specific stages, ensuring timely and personalized communication with prospects.

What security measures are in place for documents sent via this integration?

Both Outreach and PandaDoc adhere to industry-leading security standards, including data encryption and compliance certifications, ensuring your documents and customer data are protected throughout the sales process.

How do I set up the Outreach and PandaDoc integration?

To set up the integration, navigate to the integrations section in your Outreach account, select PandaDoc, and follow the authentication prompts. Once connected, you can start sending and managing PandaDoc documents directly within Outreach.

Outreach and Pandadoc Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Outreach and Pandadoc?

Frequently asked questions

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