Streamline proposals, reduce errors, and close deals faster with The Prairie Group’s certified Pipedrive PandaDoc integration services.
Introduction
Sales teams waste hours every week building proposals from scratch, copying data between systems, and chasing signatures. That manual work slows deals and creates room for mistakes.
That’s where the Pipedrive + PandaDoc integration comes in. And as a certified partner with both Pipedrive and PandaDoc, The Prairie Group specializes in helping SMBs connect these platforms the right way. We don’t just show you how to install the app — we configure, customize, and train your team so the integration delivers results from day one.
👉 Need help setting this up? The Prairie Group offers done-for-you integrations and CRM consulting. Book a Free Consultation.
Step-by-Step Guide to Pipedrive + PandaDoc Integration
Step 1 – Install PandaDoc in Pipedrive
- Open the Pipedrive Marketplace and search for PandaDoc.
- Click Install Now and connect your accounts via API.
💡 Partner Tip: As certified partners with both tools, The Prairie Group helps clients configure the API connection securely and map fields correctly the first time — avoiding hours of trial and error.
Step 2 – Sync Deals with PandaDoc
- From any Pipedrive deal, click Create Document → PandaDoc.
- Deal data (client name, deal value, company details) auto-populates in PandaDoc.
Step 3 – Build Proposal Templates
- In PandaDoc, create branded templates with dynamic fields (e.g., Deal Value, Client Name).
- These fields map automatically from Pipedrive.
💡 Partner Tip: We help SMBs design branded templates that save time and ensure every proposal looks polished and consistent.
Step 4 – Automate Proposal Sending
- Set a rule in Pipedrive: when a deal moves to “Proposal Sent,” PandaDoc generates and sends the document.
- Sales reps stay in Pipedrive — proposals happen in the background.
Step 5 – Collect eSignatures and Payments
- Clients receive the proposal, review, sign electronically, and pay instantly.
- Pipedrive updates the deal stage automatically when signed.
Common Use Cases for SMBs
The Pipedrive PandaDoc integration is especially powerful for:
- Real estate contracts → Faster closings with eSignatures.
- Consulting agreements → Auto-filled proposals with client data.
- SaaS & subscriptions → Automate recurring billing and renewals.
- Professional services → Standardize agreements across your team.
Troubleshooting & Best Practices
- Template sync issues → Always test with sample deals first.
- Brand consistency → Lock in logos, fonts, and colors in PandaDoc templates.
- Follow-up timing → Use PandaDoc’s document tracking to follow up the moment a prospect opens your proposal.
💡 Partner Tip: Because we’re partners with both platforms, The Prairie Group gets direct support from Pipedrive and PandaDoc — so if issues arise, we can resolve them faster than a standard user.
How The Prairie Group Can Help
As a certified partner with both Pipedrive and PandaDoc, The Prairie Group ensures your integration is seamless and customized to your workflow.
Here’s what we provide:
- ✅ Partner-level expertise and support.
- ✅ Secure API setup and field mapping.
- ✅ Branded proposal templates built for speed and consistency.
- ✅ Advanced automation triggers for your pipeline.
- ✅ Team training to ensure adoption and ROI.
👉 Want a partner to set this up for you? Book a Free Consultation.
Final Thoughts
The Pipedrive PandaDoc integration saves time, reduces errors, and accelerates deal closing. But like any CRM integration, it needs to be implemented correctly to unlock its full potential.
That’s where working with a certified partner like The Prairie Group makes all the difference. We don’t just connect your tools — we design a system that helps your SMB close more deals, faster.
✨ Ready to automate your proposals with Pipedrive + PandaDoc? Book your free consultation today.
