PandaDoc app

The PandaDoc app lets you create, send, and track documents directly from Attio. With a connected account, you can generate personalized documents using your Attio data, add recipients from records, and view document activity without leaving Attio.

Install PandaDoc appCopy link

To set up the PandaDoc app, you must be a workspace admin. Here’s how to get started:

1. Click your workspace name, select Workspace settings, then go to Apps in the sidebar.

2. Open the PandaDoc app and click Install.

Connect PandaDoc account with AttioCopy link

Once the app is installed by an admin, each workspace member should connect their own PandaDoc account:

1. Click your workspace name, select Account settings, then go to Apps in the sidebar.

2. Open the PandaDoc app.

3. Click Connect and sign into PandaDoc if prompted, then Authorize once signed in.

4. Once connected, you’ll see the status update to Connected.

Create a PandaDoc document from an Attio recordCopy link

To create a new PandaDoc document, first open a person or deal record page. Then choose one of the following:

• Quick actions: Use command/control+K to open quick actions, then search for and select Create Document.

• Record actions: Click Create document from the top-right of the record page.

A PandaDoc editor will open over Attio where you can customize the document and add recipients:

• First, choose a template, or start with a blank document.

• On the Add document recipients step, your email will be set as the sender. Attio will suggest any email addresses as recipients from the person record or deal's associated people.

• Next, you can use the PandaDoc editor to customize the document content. You can use dynamic data from Attio attributes for the person record, deal record, or people associated to the deal.

  • Attributes from Attio are automatically mapped to PandaDoc fields where possible. If any fields already contain data in PandaDoc, they will be overwritten with the corresponding values from Attio.

  • Attio attributes can also be inserted manually using tokens, following the format Attio.Person{AttributeSlug} or Attio.Deal{AttributeSlug}.

  • These attributes are available from person records: First name, Last name, Company name, Email address, First phone number, City, State, Country, and Postcode. Standard Deals attributes are also available, as well as custom attributes of the following types: Text, Number, Currency, Phone number, User, Date, Timestamp, and Record and Relationship attributes that only support single values.

View PandaDoc documents from a recordCopy link

You can view all PandaDoc documents linked to person and deal records in Attio.

• For people, documents will appear if the person's email address is listed as a recipient in the document.

• For deals, documents will appear if they were created from Attio and include the email address of anyone linked to the deal via the Associated people attribute.

To view PandaDoc documents:

1. Open the person or deal record page in Attio.

2. Choose one of the following options:

   • Quick actions: Press command/control+K, search for View documents, and select it.

   

   • Record actions: Click View documents from the top-right of the record page.

3. You’ll see:

• The names of all PandaDoc documents associated with the person’s email address

• The current status of each document, such as Draft, Suggest edits, Waiting for payment, Completed, Sent, or Declined

4. Click a document in the list and Open document to open it in a new tab in PandaDoc.

Add PandaDoc app widget to recordsCopy link

You can add a PandaDoc widget to people and deals records to easily track the status of your documents at a glance. Learn how to configure record page widgets.