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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.

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Microsoft Dynamics CRM

CRM

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Unlock robust digital document functionality within your CRM.

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Microsoft OneDrive Premium

Storage

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Zapier connector

Use automation to back up and access your important documents from anywhere.

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Single sign-on

Admin

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Support your team by simplifying your login and user management.

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Canva

Design

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Incorporate eye-catching images, illustrations, fonts and templates that streamline brand consistency and bring your documents to life.

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HubSpot CRM

CRM

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

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Pipedrive

CRM

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A single tool for generating and eSigning documents, and for end-to-end sales cycle management.

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monday.com

CRM

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Create, track and send documents for eSignature in real-time - directly within your monday.com CRM.

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Stripe

Payment

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Collect credit card and ACH payments within your sales documents.

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Zoho

CRM

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Shorten your sales cycle by streamlining the way you create, send, and track all your deal-related documents.

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FreshBooks New Premium

Payment

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Zapier connector

Automate invoice processing and eliminate errors when you combine document management and accounting software.

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Greenhouse New

HR Systems

Efficiently create, send and store offer letters using the Greenhouse offer information, without switching between systems

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Square

Payment

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Add a payment request to your next proposal with only a few clicks.

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ChatGPT

Productivity

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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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Claude

Productivity

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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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PayPal

Payment

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Provide a world-class checkout experience for your customers.

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QuickBooks Online Premium

Payment

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Zapier connector

Create invoices populated with deal and customer data pulled directly from your signed contracts.

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Google Sheets Premium

Productivity

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Zapier connector

Connect data across different apps and platforms to send documents and upload contacts in bulk.

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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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Insightly

CRM

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Create, send, and eSign professional sales documents inside your CRM platform.

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Nimble CRM

CRM

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Use contact data to create, send, and eSign your sales documents.

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Nutshell

CRM

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Transfer data from your CRM automatically to create accurate sales documents fast.

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Authorize.Net

Payment

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Get paid the instant your client signs a deal when you enable electronic payments.

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Slack

Productivity

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

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Copper

CRM

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Automate the way you create sales documents and collect eSignatures.

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Omniscient

CRM

Omniscient

Streamline proposals, quotes and contracts - directly within the Omniscient interface.

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Omniscient

Integromat

Integration platforms

Integromat

Connect PandaDoc with your favorite apps to automate your document management.

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Zendesk Sell

CRM

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Create stronger proposals in less time and close deals faster with Zendesk Sell and PandaDoc.

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Dropbox

Storage

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Repurpose, upload, and leverage your top-performing content into formats offered by PandaDoc stored within Dropbox.

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Zapier Connectors

Integration platforms

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Create custom, automated workflows using your favorite Zaps.

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Pipedrive CPQ - PandaDoc New

CRM, CPQ

pipedrive

PandaDoc CPQ for Pipedrive brings powerful quoting and compliance tools directly into Pipedrive.

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Salesforce Premium

CRM

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Automatically update opportunity status and auto-fill sales documents in seconds.

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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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Salesmate

CRM

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Create, manage and track proposals and other key documents without leaving Salesmate CRM.

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PandaDoc for Microsoft Teams

Productivity

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Securely track, react, and eSign documents without leaving Microsoft Teams with the PandaDoc integration.

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Google Docs

Productivity

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Edit and submit a document to sign, without ever leaving Google Docs.

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Brevo

CRM

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PandaDoc now integrates with Brevo to help teams create and send accurate, signable documents in just a few clicks.

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HubSpot CPQ

CRM, CPQ

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PandaDoc CPQ (configure, price, quote) software allows sales teams to create accurate quoting processes at scale natively inside HubSpot.

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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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PandaDoc for ActiveCampaign

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Simplify your team’s workflow and boost productivity with PandaDoc for ActiveCampaign.

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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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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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