Proposals filled from your records
A PandaDoc proposal is created from your template with the client, prices and line items already in place.
PandaDoc integration
Proposals, quotes and contracts with templates, e-signatures and payment collection. Connect PandaDoc to OLODESK and use it in the apps and automations your business runs on.
- Category
- Files & documents
Popular ways to use PandaDoc
Start with one of these, or describe your own.
Signed means the job starts
When a PandaDoc document is completed, the deal is marked won and the project, tasks and invoice are set up.
Signed copies filed for you
Signed PandaDoc documents are saved as PDFs to the client’s folder in your file storage, so the copy is on hand.
How to connect PandaDoc
Request PandaDoc
In your portal’s Integrations tab, press Request access next to PandaDoc. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to PandaDoc, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.
On Business Pro, you can also work with your PandaDoc data in ChatGPT. AI on OLODESK
More files & documents apps
Google DriveFiles & documentsCloud storage for files and folders, with sharing and access from any device.
Google DocsFiles & documentsOnline documents for writing, editing and commenting together, saved to Google Drive.
DropboxFiles & documentsCloud file storage and sharing for teams, with folders, links and file requests.
DocusignFiles & documentsElectronic signatures for contracts, agreements and forms, with signing order and audit trail.
OneDriveFiles & documentsMicrosoft’s cloud storage for files and folders, with sharing and sync across devices.
Microsoft SharePointFiles & documentsIntranet sites and document libraries for sharing files, lists and pages across a company.
PandaDoc integration FAQ
Do I need my own PandaDoc account?
Yes. You connect the PandaDoc account your business already uses.
Which plans include the PandaDoc integration?
Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.
Can I connect more than one PandaDoc account?
Yes. Connect as many as you need and choose which one each system uses.
Put PandaDoc to work
Start your Free trial, then request PandaDoc on Business Starter or Business Pro.