PandaDoc

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  "id": 115,
  "description": "<p><strong>Teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. </strong></p><p><br></p><p>Over 20,000 customers use PandaDoc to generate proposals, quotes, and contracts using customizable templates with on-brand styles, themes and rich media like videos and images.</p><p>PandaDoc’s document automation capabilities can now be easily accessed from inside your monday.com interface, allowing you to unlock enhanced productivity, streamline repetitive tasks and eliminate inefficient processes.</p><p>Directly within your monday.com interface, using PandaDoc will give you visibility into all documents created for a specific item, including real-time status updates.</p><p><br></p><p>Full features of the integration include:</p><ul><li>Manage variables</li><li>View all available variables that can be pulled into your PandaDoc templates</li><li>Including name, company, and email address just to name a few.</li></ul><p><br></p><p>Within your documents, these variables will be replaced with your CRM data from Monday.com.</p><ul><li>Create a new document - build a PandaDoc document from scratch, or pull from a pre-existing template - all within your monday.com interface. *View documents - open, view, and edit any document tied in with a lead, contact, or task.</li><li>Send documents - send customized proposals, contracts or other documents out for eSignature directly from monday.com.</li><li>Track document statuses - track the status of your documents in real-time.</li></ul><p><br></p><p>Document statuses will automatically update each time a document is sent, viewed, and completed. Additionally, documents can be accessed in Board View using the PandaDoc tab. This allows you to see all documents created in one list, vs. across separate items - enabling better analysis of workflows for projects as a whole.</p><p><br></p><p>For more information on the features of the app, see our Help Center article:<a href=\" https://support.pandadoc.com/hc/en-us/articles/1500005755922-monday-com\" rel=\"noopener noreferrer\" target=\"_blank\"> https://support.pandadoc.com/hc/en-us/articles/1500005755922-monday-com</a></p>",
  "short_description": "Create, track & send documents for eSignature in real-time - directly within your monday.com interface",
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    "acquisition_source": "Existing legacy",
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  "keywords": "electronic signature app,contract app,proposal app,document automation app,document management app,document signing app,document automation software,electronic signature,e-signature,e-sign,free electronic signature,electronic signature software,proposal software",
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  "feedback_url": "[email protected]",
  "privacy_policy_url": "https://www.pandadoc.com/privacy-notice/?utm_source=monday-marketplace&utm_medium=partner&utm_campaign=2021-3-inbd-marketplace-websitevisit-privacy-notice",
  "external_pricing_url": "https://www.pandadoc.com/lp/pricing/",
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  "pricing_data": "14 days trial",
  "marketplace_developer_id": 51,
  "app_id": 32927,
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  "name": "PandaDoc ",
  "app_scope_str": "boards:read,users:read",
  "app_client_id": "bb56875484ae1b0f1709101f86617f93",
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  "created_at": "2021-04-25T08:54:39.000Z",
  "updated_at": "2023-08-30T09:49:04.017Z",
  "how_to_use_url": "https://www.pandadoc.com/integrations/crm/mondaydotcom/",
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  "app_live_version": {
    "updated_at": "2025-04-02T10:11:04Z",
    "id": 10680644
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}