Quick summary
The Pipedrive PandaDoc integration lets sales teams generate and send documents directly from their CRM pipeline without switching tools. You can set it up in under five minutes using the Pipedrive Marketplace and a simple OAuth authorization flow.
Steps
- On your Pipedrive dashboard, click Marketplace to open the app catalog.
- Search for "PandaDoc" in the Marketplace search bar.
- Find the PandaDoc app in the results, then click "Try now" to begin installation.
- Click "Authorize" to grant PandaDoc access to your Pipedrive account.
- Customize the user selection to choose which users can access the integration, then click "Next."
- Click "Allow and Install" to complete the PandaDoc integration and activate it in Pipedrive.
