How a configurator can connect with PandaDoc

Documents and signatures

PandaDoc is an American tool for sales documents. Quotes and contracts are built from templates with variables, signed online, and their status is reported through webhooks on its API.

Book a demo Browse configurators

Other integrations

Signi

Signi is a Czech service for signing contracts and orders electronically. Both sides sign online, the service keeps the signing history, and it publishes an interface and integration examples for developers.

Google Drive

Google Drive is the storage in Google Workspace. Companies keep quotes, drawings and survey photos in it and share them by link, including with people outside the company.

HubSpot

HubSpot is a CRM that keeps contacts, deals, email and automation in one place. Companies pick it so a salesperson never has to switch between the inbox and the record.

Pipedrive

Pipedrive is a CRM built around the pipeline. A salesperson sees the stage every deal is in, and the system pushes for the next step rather than for record keeping.

Salesforce

Salesforce is the CRM of larger sales teams. It usually holds not just the pipeline but price books, approvals and the reporting that production planning depends on.

Zoho CRM

Zoho CRM is part of the Zoho suite, so invoicing, support or projects often come from the same vendor as the pipeline.

RAYNET CRM

RAYNET is a Czech CRM used widely by small and mid-sized companies in Czechia and Slovakia. It keeps contacts, deals, activities and quotes in one cloud-hosted place.

eWay-CRM

eWay-CRM is a Czech CRM that lives inside Microsoft Outlook, with a web and mobile app beside it. Companies pick it so a salesperson never leaves the inbox they spend the day in.

Put PandaDoc to work in your sales.

Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator and exactly what drops out of it into your system.

Book a demo View pricing

treede is not an official partner or reseller of the systems named here. All names and marks belong to their owners. Integration options are verified during implementation against the system interface and version. PandaDoc official site