Fully automate Proposals and Contracts using PandaDoc, Pipedrive, and Zapier

In this video, I will show you exactly how to automate your proposal and contract creation by integrating PandaDoc with Pipedrive using Zapier. A third-party tool like Zapier allows you to create more complex automations, including creating proposals or contracts, updating the Deal in Pipedrive, creating Activities in Pipedrive, and more.
0:22 - Demonstration of this automation
1:59 - How to have a dynamic document in PandaDoc
3:22 - Step-by-step how to build this automation using Zapier
If you’re ready to dive into automation a bit more, take a look at these videos:
How to build an activity flow in Pipedrive Workflow Automation • How to Build an Activi...
How to program recurring activities in Pipedrive Workflow Automation • How to Set Up Automate...
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If you want to support us through signing up for other tools that I love, check out:
Jotform (Web forms) - bit.ly/jotform...
PandaDoc (Contracting and signing) - bit.ly/pandadocod
Textline - get.textline.c...
JustCall - bit.ly/justcallod
Aircall - aircall.grsm.i...
Dedupely - bit.ly/od-dedu...
Surfe - bit.ly/od-surfe
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[@ignitedu196]

Super helpful! I'm curious, as I'm getting Pipedrive set up and have been using PandaDoc for 2 years, is there a reason why you still use PandaDoc instead of the Smart Docs in Pipedrive? I'm also looking to cut expenses and wondering if I should ditch PandaDoc and use the Pipedrive SmartDocs instead for proposals, contracts, and e-signatures.

[@opsdesigned]

Awesome! There are a lot more customizations you can do in PandaDoc compared to Smart Docs - for example auto-reminders, setting a document expiration, etc. That being said, Smart Docs is a fully functional esigning tool, so if it has enough of the features you need, go for it!

[@janetmobley9473]

Loving your videos. Just watched one of your other videos about how to connect JotForm to Pipedrive. I'm curious if you've tested Jotform Sign integration with Pipedrive. Curious to see if you think a similar connection could be made between JotForm Sign Pipedrive as the scenario/example you present here re: Pandadoc Pipedrive. Thanks in advance if you have time to reply.

[@opsdesigned]

So glad to hear that, @janetmobley9473! Jotforms don't have all of the same triggers and actions available as PandaDoc - for example there's no Jotform Viewed trigger. However, there is a "New Signed Document" trigger for Jotform, so you could build an automation based on that trigger. For more details on what I mean, check out zapier.com/apps/jotform/integrations and scroll down to the "Jotform integration details" section. If you want, you can then compare it to zapier.com/apps/pandadoc/integrations.

[@DiegoMartinezTagle-jv5cc]

Please, how can I attach a document with automation?

[@opsdesigned]

You can add an attachment to an email template in Pipedrive. Otherwise to add dynamic attachments you’ll want to use an automation tool like Zapier or Make.