Connect PandaDoc integrations

Connect PandaDoc with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like PandaDoc to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

No credit card required

No time limit on Free plan

Build your PandaDoc integrations.

Create custom PandaDoc workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Create a Contact

Creates a new contact.

Action

Create a Document

Creates a new document.

Action

Delete a Contact

Deletes a contact.

Action

Delete a Document

Deletes a document.

Action

Download a Document

Downloads a document in PDF format.

Action

Get a Contact

Gets the details of a contact.

Action

Get a Document

Gets the details of a document.

Action

List Contacts

Retrieves a list of all contacts.

Search

Make an API Call

Performs an arbitrary authorized API call.

Action

Popular PandaDoc workflows.

Looking to get more out of PandaDoc? With Make you can visually integrate PandaDoc into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Create and send PandaDoc documents from a Google Sheets spreadsheet and update the spreadsheet

This template will create and send PandaDoc documents according to PandaDoc templates with tokens (e.g. name, email, company) specified in a Google Sheets spreadsheet. The spreadsheet is updated afterward to indicate which documents have been sent. There are several routes that represent different PandaDoc templates (types of documents).

You have to create PandaDoc templates beforehand with your own tokens. The template uses this Google Sheets spreadsheet.

Try It ➔

Update a Google Sheets spreadsheet when a PandaDoc document is completed

If there is a new completed PandaDoc document, Make will automatically update a Google Sheets spreadsheet.

You can schedule the scenario to run as you need but adjust the first filter ("only the most recent") accordingly. For example, if it runs every 60 minutes, only documents modified in that time span should pass the filter. The template uses this spreadsheet and can be used as an extension to this Make template.

Try It ➔

Save a new PandaDoc document in Google Drive

When a new document is created in PandaDoc, the document is uploaded in Google Drive.

Try It ➔

Get a Slack notification on a completed PandaDoc document

Every time a PandaDoc document is completed, Make will automatically create a Slack message.

Try It ➔

Create an Airtable record from a completed PandaDoc document

This template allows you to save the information from completed PandaDoc documents as Airtable records.

You can schedule the scenario to run as you need but adjust the first filter ("only the most recent") accordingly. For example, if it runs once a day, only documents modified in the last 24 hours should pass the filter.

Try It ➔

Create and send a PandaDoc document when a HubSpot CRM deal stage changes

When a HubSpot CRM deal stage changes to a deal stage of your choice, Make will automatically create and send a PandaDoc document from a PandaDoc template.

You have to create your PandaDoc template beforehand or use one of the PandaDoc public templates.

Try It ➔

Create PandaDoc documents from Typeform submissions

This template creates (and sends if opted in) new PandaDoc documents from Typeform responses.

The scenario expects your Typeform to collect these values:

Company name
Company represented by
Address line
ZIP
City
Region/State
Country

The template also expects your PandaDoc account to have a "document template" using these variables:

[Client.Company]

[Client.RepresentedBy] - a custom variable. See more info about custom variables here.
[Client.StreetAddress]
[Client.PostalCode]
[Client.City]
[Client.State]
[Client.Country]
[Document.CreatedDate]

You can see a screenshot of a sample PandaDoc template here.

Try It ➔

Create a QuickBooks invoice from a completed PandaDoc document

Create a new QuickBooks invoice (and a customer if it doesn't already exist) from a completed PandaDoc document.

PandaDoc document has to include a Pricing table. You can schedule the scenario to run as you need but adjust the first filter ("only the most recent") accordingly. For example, if it runs once a day, only documents modified in the last 24 hours should pass the filter.

Try It ➔

Create (and send) a PandaDoc document from a new QuickBooks estimate

Every time a new QuickBooks estimate is created, Make will automatically create (and possibly send) a new PandaDoc document.

You have to create your own PandaDoc template for the document.

Try It ➔

FAQ

How do I get started with Make?

What is a scenario?

What is a module?

What is mapping?

How Make works

Thousands of fast-scaling businesses create and automate on Make

See Make in action

See how Make works

Trusted by 500,000+ Makers

"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."

Philipp Weidenbach

Head of Operations at Teleclinic

"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."

Cayden Phipps

COO at Shop Accelerator Martech

"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."

Erkki Markus

Product Owner at Smaily

"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."

Andreas Wixler

CTO & Co-founder at FINN

Connect PandaDoc integrations

Build your PandaDoc integrations.

Connect any app with PandaDoc

How Make works

Trusted by 500,000+ Makers