PandaDoc

Live

Track proposal and document completion in Lead Manager and Sales — link PandaDoc documents to a lead or deal and start a review task the moment a linked document is completed.

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Capabilities

  • Owner-connected PandaDoc account
  • Link documents from the lead record and the deal
  • Signed webhooks for completed documents
  • Document-completed trigger for automations

Common Use Cases

  • Start onboarding review the moment a proposal is signed
  • See document status on the deal instead of in another tab

How to Connect PandaDoc

  1. 01

    Open Settings → Integrations

    From your Zyan Admin workspace, open Settings → Integrations and pick the PandaDoc tile. The workspace owner or an admin connects it once for the whole workspace.

  2. 02

    Sign in with PandaDoc

    A one-click sign-in in PandaDoc's own window. Zyan never sees your password and holds no platform-wide key; disconnect from the same tile at any time.

  3. 03

    Link documents

    On a lead or deal, link the PandaDoc documents that matter; their status stays in view on the record.

  4. 04

    React to completion

    The document-completed trigger starts an automation — a review task by default; Zyan never authors, sends or voids documents.

Related — CRM & Sales

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