How to Integrate Monday.com with PandaDoc

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Integrating Monday.com with PandaDoc allows you to automatically create documents, proposals, or track document status directly from your Monday.com boards.

1. Log in to your Monday.com account and open your workspace dashboard.
2. Open the board that contains the items you want to connect with Outlook.
3. Click the puzzle icon (Marketplace) at the top of the board.
4. Search for PandaDoc in the integrations center and select it.
5. Click the Install App button to proceed with the integration setup.
6. Confirm by clicking "Install" to proceed with the setup.
7. Now click "Add app" to bring PandaDoc into your workflow.
8. Click +Document, and you're all set!