Pipedrive + PandaDoc Integration | Automate Sales Documents & Close Deals Faster

Explore Triggers and Actions

New Deal (Instant)

Trigger new event when a new deal is created.

New Person (Instant)

Trigger new event when a new person is created.

Deal Updated (Instant)

Trigger new event when a deal is updated.

Lead Updated (Instant)

Trigger new event when a lead is updated.

Person Updated (Instant)

Trigger new event when a person is updated.

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 Pipedrive and Pandadoc?

The Pipedrive and PandaDoc integration streamlines your sales workflow by syncing your CRM data with your document management system. Automatically generate, send, and track proposals, contracts, and quotes directly from Pipedrive, reducing manual work and accelerating your sales cycle. Stay organized and improve collaboration with real-time updates and e-signature capabilities all in one place.

Frequently asked questions

How does the Pipedrive and PandaDoc integration work?

Once connected, you can create and send PandaDoc documents directly from Pipedrive deals or contacts. The integration pulls relevant CRM data into your documents automatically, and updates document status back into Pipedrive for seamless tracking.

Do I need technical skills to set up the integration?

No technical expertise is required. The integration can be set up quickly through both platforms’ user-friendly interfaces with step-by-step guidance.

Can I customize the documents generated through PandaDoc?

Yes, PandaDoc offers fully customizable templates that can be tailored to your branding and sales needs, ensuring every proposal or contract looks professional and consistent.

Will document status updates sync automatically with Pipedrive?

Yes, as recipients view, comment, or sign documents, status updates are automatically reflected in Pipedrive, keeping your sales pipeline up to date without manual input.

Is e-signature supported in this integration?

Absolutely. PandaDoc’s legally binding e-signature functionality is fully integrated, allowing your clients to sign documents quickly and securely within the workflow.

Pipedrive and Pandadoc Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Pipedrive and Pandadoc?

Frequently asked questions

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