Connect and Integrate
Vitally with PandaDoc

Connect Vitally to PandaDoc and watch how much smoother your workflows can become with automation.

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Explore workflows

Easy Steps to Connect
Vitally and PandaDoc

Select a trigger in Vitally

Choose an event in Vitally like “New event in Vitally,” to set off your automation.

Automate an Action in PandaDoc

Connect your PandaDoc account and select an action like “Take action in PandaDoc” to make your work flow.

Customize the Workflow

Build your Vitally - PandaDoc automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Vitally and PandaDoc
to Automate these Workflows

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Update deals in Freshsales with PandaDoc actions

Let PandaDoc + Freshsales handle the hard work while you take it easy.

Update deals in Freshsales with PandaDoc actions

Let PandaDoc + Freshsales handle the hard work while you take it easy.

Update HubSpot Deals with completed PandaDoc Documents

Ready to boost productivity? Let PandaDoc + HubSpot take over.

Update Freshdesk tickets with notes from sent PandaDoc documents

Put your workflow on autopilot. PandaDoc + Freshdesk are here to help!

Update Freshdesk tickets with notes when PandaDoc documents are completed

PandaDoc and Freshdesk—because your workflow deserves an upgrade.

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Connect Vitally and PandaDoc

About Vitally

Vitally is a customer success platform for B2B SaaS companies that smoothly aggregates customer data into 360° profiles for real-time insights, health scoring, and workflow automations to detect churn risks and engage accounts. Vitally also supports collaboration with dedicated workspaces and integrates with tools like Salesforce and other CRMs to streamline customer success and drive up customer retention.

About PandaDoc

PandaDoc is a powerful document automation platform for creating, managing, and e-signing documents. With drag-and-drop templates and integrations with CRMs and payment gateways, PandaDoc enables real-time collaboration, secure document storage, and legally binding e-signatures, for faster approvals and smoother document workflows.