Pipedrive x Pandadoc Integration

Are you using Pipedrive to manage your sales pipeline and PandaDoc to send proposals?

Join this practical, step-by-step webinar to learn how to connect both tools and streamline your entire document workflow.

In this hands-on session, we will cover:

✅ How to install and configure the PandaDoc connector in Pipedrive

✅ How data synchronization works (deals, contacts, organizations, products)

✅ How to create a fully functional PandaDoc template

✅ How to automatically generate documents from a Pipedrive deal

✅ How to export and retrieve the final signed PDF

🔍 What You’ll Learn

How to eliminate manual copy-paste between tools

How to automate proposal generation from your CRM

How to structure templates for scalability

Best practices to ensure clean and reliable synchronization

The full workflow: Deal → Proposal → Signature → PDF

👥 Who Should Attend?

Sales teams using Pipedrive

Revenue leaders looking to optimize their sales process

CRM consultants and implementers

Businesses aiming to automate and standardize their proposal workflow

🎁 By the End of the Webinar

You will know how to:

👉 Connect Pipedrive and PandaDoc properly

👉 Create reusable templates

👉 Generate documents directly from deals

👉 Streamline your sales-to-signature process

👉 Build a scalable and reliable document workflow