Integration Method
Native Integration Available
Great news! Pipedrive has a built-in, native integration for PandaDoc. This is the recommended connection method as it offers the most reliable data sync with the lowest maintenance overhead.
Method: Native
Details: Create and track proposals from Deals.
Why Connect Pipedrive & PandaDoc?
Eliminate Data Silos
Keep Pipedrive and PandaDoc in sync so your team always works with accurate, up-to-date information.
Automate Workflows
Reduce manual data entry and let automated triggers handle the handoff between your legal stack.
Better Reporting
Unified data across Pipedrive and PandaDoc means clearer insights and faster decision-making.
How to Set Up the Integration
-
1
Open Pipedrive and navigate to Settings → Integrations or the App Marketplace.
-
2
Search for PandaDoc in the integrations directory and click Install or Connect.
-
3
Authorize the connection by logging into your PandaDoc account via OAuth and granting the requested permissions.
-
4
Configure your sync preferences — select which fields and records to synchronize, then save.
Ready to Get Started?
Try PandaDoc and see how it connects with Pipedrive to streamline your workflow.
Get PandaDoc →Free trial available · No credit card required