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- Log in to Zoho CRM, then go to the "Marketplace" icon from the top menu.
- Search for "PandaDoc" and click on it.
- Hit "Install".
- Select the checkbox to accept the terms, then click "Install”.
- Select the required checkboxes, then click “Continue to Install”.
- Choose users/profiles, then click "Confirm".
How To Integrate PandaDoc With Zoho
Follow this interactive demo to learn how to integrate PandaDoc with Zoho.
📌 Why this matters
This integration eliminates the tedious back-and-forth of manually transferring contact details, deal information, and contract data between platforms. You can generate proposals directly from your CRM records, automatically populate contracts with customer information, and track document status without switching applications. The real advantage emerges when you realize this creates a unified audit trail – every proposal sent, contract signed, and payment collected becomes part of your customer's complete history, giving your sales team instant context for future interactions.
Your product deserves an interactive demo
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