PandaDoc + SmartSuite Integration

Connect PandaDoc to SmartSuite - Automate your workflows in 1-click

Leverage PandaDoc automations to simplify document sharing, feedback collection, and content creation. Set up SmartSuite automations to deliver faster service resolution, improve overall IT team productivity, and ultimately enhance customer satisfaction. Get the best of both with Integrately’s PandaDoc + SmartSuite integration.

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Ready Workflows For PandaDoc + SmartSuite Integration

Just click on the workflow you want to automate

Create PandaDoc document for new SmartSuite row

SmartSuite + PandaDoc Integration

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Create Your Own PandaDoc & SmartSuite Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Document is completed in PandaDoc
Triggers the automation whenever a particular document is completed
Document is drafted in PandaDoc
Triggers the automation whenever a new document is saved as draft
Document is approved in PandaDoc
Triggers the automation whenever a document is approved
Document is paid in PandaDoc
Triggers the automation whenever a document is paid
Document is sent in PandaDoc
Triggers the automation whenever a document is sent to the recipient
Document is viewed in PandaDoc
Triggers the automation whenever a document is viewed
Document is declined in PandaDoc
Triggers the automation whenever a document is not approved
Document is rejected in PandaDoc
Triggers the automation whenever a document is not approved
Record is created in SmartSuite
Triggers the automation whenever a new record is created
Record is updated in SmartSuite
Triggers the automation whenever any record is updated

Create document in PandaDoc
Automatically generates a new document
Send document in PandaDoc
Automatically sends a particular document to a designated recipient
Search record in SmartSuite
Automatically searches for a record within a given database
Create record in SmartSuite
Automatically generates a new record
Update record in SmartSuite
Automatically updates a record with new information
Find Multiple Records (As Line Items) in SmartSuite
Automatically retrieves and display multiple records as individual line items for easy reference and organization

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Integrate PandaDoc & SmartSuite In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect PandaDoc or SmartSuite With 1200+ Other Apps

PandaDoc is a sales software platform that allows you to track, manage and close deals from start to finish. Connect your Gmail account and create, send, track and eSign documents from anywhere in the world.

See PandaDoc Integrations

SmartSuite is a versatile work management platform designed to optimize team productivity. It offers customizable workflows, AI-enhanced solutions, and seamless integrations, fostering collaboration across a myriad of tasks and projects

See SmartSuite Integrations