4 ways to automate PandaDoc

The good news: your business is making more sales than ever. The bad news: you’re spending more time than you thought possible managing client agreements and hunting down signatures.

Document management tools like PandaDoc can make it easier to create, track, and sign documents online. But if you’re not automating PandaDoc, you’re probably still spending too much time wrangling paperwork. 

With just a few Zaps—our word for our automated workflows—you can connect PandaDoc to the other apps you use every day. Do things like sending notifications, keeping your files organized, and creating documents automatically. Here are some of the top ways to help you get started. 

Skip ahead

Send notifications for completed documents

When a client signs a contract and puts down a deposit, you’ll want to get started on their work right away. But there’s nothing worse than waiting around for a signed document without realizing it’s already been submitted—and everyone’s waiting on you.

Automation means you can stay on top of document signatures and payments without being glued to your PandaDoc dashboard. These Zaps will send details of each newly signed or paid document to your designated Slack channel or email inbox. That way, you and your team can stay informed of (and motivated by) new sales wins.  

Pro tip: If you don’t want to spam your Slack channel or inbox, use a filter step to send notifications for only certain kinds of activity in PandaDoc. Or use a lookup table step to find the relevant salesperson to email or mention in Slack for each closed deal.

Manage your files automatically 

The first rule of good document management is to keep everything in one organized place. Cloud storage tools like Google Drive, Dropbox, and OneDrive let you and your team access and collaborate on documents from anywhere. But when you’ve got a lot on your plate, uploading PandaDoc files to Google Drive quickly falls to the back burner.

Instead of relying on your team to manually save signed contracts and other documents to your cloud storage account, use these Zaps to make sure every important file is stored automatically. Keep your records organized and up to date without any of the busywork.

Log and track all your documents in a spreadsheet

Sometimes storing signed documents in the cloud isn’t enough: you also need a list in one easily filterable spreadsheet or database. Spreadsheets are great tools for not only finding the information you need quickly, but seeing sales trends over time. They also make great sources of truth—especially since not everyone on your team has access to your PandaDoc or CRM account.

These Zaps automatically save each completed document’s details to a new row in Google Sheets, Excel, or Airtable. That way, your records stay accurate and up to date with no manual effort (or human error).

Connect PandaDoc to any app with webhooks

If the automated workflow you’re thinking of involves an app that doesn’t integrate with Zapier (yet), you can use webhooks to create a custom automation. Webhooks are messages sent between apps when a specified trigger event takes place.

For example, say you want to generate new contracts in PandaDoc whenever a deal is marked as closed in your CRM platform. Or maybe you want to trigger another action—like a custom notification or task in your project management tool—when a document is signed in PandaDoc. You can use one of these templates to get started.

Simplify your document management by automating PandaDoc

As your business grows, it’s important to minimize the admin and busywork involved in scaling your sales. That way, you have more time for actually connecting with prospects and customers. 

When you automate PandaDoc, you can save important paperwork details and receive custom updates when contracts are signed—all without leaving your favorite apps. And that’s just the start of what you can do with PandaDoc and Zapier. What will you automate first?