Overview
PandaDoc provides end-to-end document management, from creation, CPQ, eSign, payments, and beyond. Integrating Attio and PandaDoc is fast and easy, requiring zero technical expertise or coding. Once up and running, the embedded editor will make it easy to create polished proposals in minutes.
How it works
Create document
Create documents directly within Attio with the embedded Pandadoc editor. Select a template, the recipients of the document and customise to your liking.
Track document status
Open the View Documents modal to view all documents associated with your deal, and track the status of each directly from within Attio.
Document status widget
Add a Pandadoc widget to your Deal record pages to easily track the status of your document at a glance.
Configuration
Connect your Pandadoc account to Attio in the Connections tab.
Once you have the connections set up, go to any Deal record and select the Pandadoc integration from the record actions. Selecting Create Document will initiate the document creation flow, and selecting View Document will initiate the document status tracking flow within the app.