Salesloft + PandaDoc Integration | Streamline Sales Document Automation

Explore Triggers and Actions

Cadence Updated (Instant)

Trigger new event when a cadence is updated in Salesloft.

New Person (Instant)

Trigger new event when a person is created in Salesloft.

New Email Activity (Instant)

Trigger new event when an email is updated in Salesloft.

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 Salesloft and Pandadoc?

The Salesloft and PandaDoc integration empowers sales teams to create, send, and track personalized proposals and contracts directly within Salesloft. By combining Salesloft’s powerful sales engagement platform with PandaDoc’s intuitive document automation, you can streamline your sales process, reduce manual tasks, and improve deal visibility—all from a single interface.

Frequently asked questions

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

This integration allows you to generate and send PandaDoc documents like proposals and contracts directly from Salesloft, eliminating the need to switch between platforms. It automates document creation and tracking, helping you close deals faster and keep your pipeline organized.

Can I customize PandaDoc templates within Salesloft?

Yes, you can use your existing PandaDoc templates or create new ones tailored to your sales process. These templates can be accessed and sent directly from Salesloft, ensuring consistent branding and messaging across all your documents.

Will I receive notifications when a recipient views or signs a document?

Absolutely. The integration provides real-time notifications within Salesloft when a recipient opens, views, or signs a PandaDoc document, enabling timely follow-ups and improved engagement tracking.

Is the integration secure and compliant with data privacy standards?

Yes, both Salesloft and PandaDoc adhere to industry-leading security protocols and compliance standards, ensuring your data and documents are protected throughout the entire sales process.

How do I set up the Salesloft and PandaDoc integration?

Setting up is simple: connect your PandaDoc account within Salesloft’s integration settings, authorize access, and start sending documents directly from your Salesloft workflows. Detailed setup guides and support are available to help you get started quickly.

Salesloft and Pandadoc Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Salesloft and Pandadoc?

Frequently asked questions

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