Charlie Blomkvist
Yes, monday.com can be connected to PandaDoc. The integration creates a quote or contract in PandaDoc from the deal in monday.com, with customer, contact and price pulled from the columns, updates the status in monday.com when the customer opens and signs, and puts the signed document on the right item. PandaDoc has its own app in the monday.com marketplace, and when the flow needs to do more, the integration is built in an integration platform like Make. This article covers what the integration does, how it is built and what to consider before you get started.
- The sales rep opens the deal in monday.com and creates a document from the PandaDoc template
- The variables are filled with customer, contact and price from the columns
- The quote is sent to the customer
The rep picks the template and recipients, everything else comes from the deal, and the quote looks the same no matter who sends it.
- The customer opens the quote
- Status Viewed is set in monday.com
- Router · Signed within a week?YesThe deal moves to WonNoTask for the sales rep to follow up
The rep sees in monday.com where the quote stands without logging in to PandaDoc, and quotes that stall get caught.
- All parties have signed
- Signed PDF is saved in the file column on the deal
- The project is created on the project board and the customer is set up in the finance system
The signature becomes the starting gun for delivery. Project managers and finance get the right details without anyone emailing the contract around.
- The contract end date approaches
- A task is created for the account manager in monday.com
- Router · Renewal?YesA new document is created from the template with updated pricingNoThe contract is marked as ended
Renewals are handled in the same flow as new contracts, and no contract expires unnoticed.
The flows above are only examples of how it can work. Every integration is built around your process: which steps it should include, what should happen in each situation and who is responsible for what.
Short answer
PandaDoc has an app in the monday.com marketplace. With it, documents are created from a PandaDoc template directly on the item, the template variables are filled with values from the item's columns, recipients are assigned roles, and the documents tied to the item are listed with their status on the board. The app requires PandaDoc's Business or Enterprise plan. When the flow needs to do more, for example create the document automatically on a status change or let the signature kick off the project, the integration is built in Make or Zapier. That is where we build most integrations.
What the integration can do
Here are four common examples. Your integration can do more, less or something entirely different, depending on how you work.
The document is created in PandaDoc from your template, directly on the deal in monday.com or automatically when the deal reaches the right status. Customer, contact, price and terms are pulled from the columns, and recipients get the right role.
When the document is sent, opened and signed, the event is written to status and date columns in monday.com.
Once the customer has signed, the finished PDF is retrieved and saved on the item in monday.com, and can also be stored in your file storage.
A signed contract can move the deal to Won, create the project and set up the customer in the finance system. How the invoice is then created is covered in monday.com and Fortnox: how the integration works.
Why connect monday.com and PandaDoc?
- Faster time to quote. The document is created from the template in a minute or so, with the details already in place.
- Fewer errors. The details come from the deal in monday.com and are not typed in a second time.
- Consistent quotes. Every sales rep uses the same templates, and content is managed centrally in PandaDoc instead of in everyone's own documents.
- Sales and delivery see the same thing. A signed contract shows up on the deal right away, and the project can start without anyone asking whether it closed.
How the integration is built
There are three options, and the right one depends on how advanced the flow is.
| Option | Best when | Keep in mind |
|---|---|---|
| The PandaDoc app in the monday.com marketplace | You want to create documents from a template on the item, fill them with the item's details and see status on the board | Quick to get started, but the document is created by a person on the item and the flow ends on the board. Requires PandaDoc's Business or Enterprise plan |
| Make or Zapier | The document should be created automatically on a status change, the signature should drive the next step, or the contract should move on to project, file storage and finance | Flexible and works in both directions, but requires a well-designed flow and error handling |
| Custom code against PandaDoc's API | Large volumes or unusual requirements the platforms cannot handle | Most flexible, but requires someone to own and maintain the code, and using the API in production requires PandaDoc's Enterprise plan |
For most companies, Make is the right option when the app is not enough, but the platform is just the tool. What determines whether the integration holds up is how it is built: how the columns in monday.com map to variables, pricing lines and recipients in the PandaDoc template, how the flow handles exceptions like declined quotes and changed prices, and what happens when something goes wrong. An integration that works in a test but silently misses a status in production costs more than it saves. That is why we build with logging and alerts from the start, and manage the integration as the process or systems change.
What to decide before you build
An integration is never better than the process it automates. These questions determine whether it works in practice:
- What should create the document? The sales rep on the item, a status on the deal or an approval. Decide exactly which event in monday.com creates the document, and who is allowed to trigger it.
- Which template and which variables? The template in PandaDoc needs variables for whatever is pulled from monday.com, and the columns must be filled in before the document is created. Formula columns need to be replaced with regular columns.
- Who is the recipient, and in what role? The customer's signatory, your own authorized signatory and any copies, and where their details live in monday.com.
- What happens when the contract is signed? Just a status, or should the deal move, the project be created, the customer be set up in the finance system and the PDF be saved in your file storage?
- What happens when something goes wrong? A good flow logs every run and flags when a document could not be created, instead of silently skipping it.
PandaDoc and monday.com share the sales process
PandaDoc is built for the document: the templates, the content library, the pricing lines and the signing. monday.com is built to keep track of deals, activities and everything that happens after the signature. The integration lets each tool do what it does best, with the deal in monday CRM owning the details and the project in monday work management taking over once the contract is signed. If you use DocuSign, GetAccept or Oneflow instead, read more in monday.com and DocuSign, monday.com and GetAccept and monday.com and Oneflow.
Straviont builds the integration
We are an official monday.com partner and certified CRM specialists with monday.com, and we build integrations between monday.com and contract tools in Make. We start with the process: what should create the document, which details must be in place and what should happen once it is signed. Only then is the flow built, with logging and error handling, and we manage it as your business changes. You can find more systems we connect to monday.com under all integrations.
Frequently asked questions
Can monday.com be connected to PandaDoc?
Yes. PandaDoc has an app in the monday.com marketplace that creates documents from a template on the item, fills them with the item's details and shows status on the board. For flows that should create documents automatically, drive the next step or save files, the integration is built in Make or Zapier, or through custom code against PandaDoc's API.
Can a quote be created automatically from a deal in monday.com?
Yes. With the PandaDoc app, the sales rep creates the document on the item in a couple of clicks. With an integration in Make, the document can instead be created automatically when the deal reaches the right status, filled with details from the deal, and either sent or reviewed first.
Does monday.com show when the customer has opened or signed?
Yes. The app shows the status of the documents tied to the item, and an integration in Make can write the sent, viewed and signed events to status and date columns and let them trigger tasks or the next step.
Is the signed contract saved in monday.com?
Yes. Once the document is signed, an integration in Make can retrieve the PDF from PandaDoc and save it in a file column on the deal, and also store it in your file storage.
What do we need in PandaDoc to connect the systems?
The app in the monday.com marketplace requires PandaDoc's Business or Enterprise plan and is installed by an admin in monday.com. Custom code against PandaDoc's API in production requires the Enterprise plan.
Should we choose the PandaDoc app or Make?
The app is enough when sales reps want to create and track documents from the item. Make is the better fit when the document should be created automatically, when the signature should drive the next step, or when the contract should move on to project, file storage and finance system.
Next steps
Start by describing the flow from deal to signed contract: what creates the document, which template is used, who the recipient is and what should happen afterward. From there, building it goes quickly. If you want help, you can book a free mapping session and we will go through it together.