Connect Odoo CRM and PandaDoc to unlock the power of automation
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Set up your first integration
Quickly connect Odoo CRM to PandaDoc with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Odoo CRM with PandaDoc - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from Odoo CRM.
Add your action
An action happens after the trigger—such as "Create Attachment" in PandaDoc.
You’re connected!
Zapier seamlessly connects Odoo CRM and PandaDoc, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead
Triggers on a new lead.
Try ItTriggerPolling - Source
Try ItTriggerInstant- Source
Try ItTriggerInstant- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
ActionWrite
- Create Lead
Creates a lead.
ActionWrite - Source
- Document Status
Try ItTriggerInstant- Source
Try ItTriggerInstant- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
ActionWrite
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Practical ways you can use Odoo CRM and PandaDoc
Connect closed deals to contracts
Simplify your contract workflow. When a new lead becomes a customer in Odoo CRM, Zapier triggers PandaDoc to automatically create a contract draft. This reduces manual data entry, shortens the sales-to-contract timeline, and ensures contracts are prepared for successful deals.
Business OwnerGenerate documents for sales leads
Eliminate manual preparation of sales documentation. Zapier connects Odoo CRM and PandaDoc by creating a sales document in PandaDoc whenever a new lead is added to Odoo CRM. This automation saves time and ensures your sales team has the materials they need to engage leads promptly.
Sales OpsLearn how to automate Odoo CRM on the Zapier blog
Learn how to automate PandaDoc on the Zapier blog
Frequently Asked Questions about Odoo CRM + PandaDoc integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Odoo CRM and PandaDoc
How can I automate document creation in PandaDoc using Odoo CRM?
Our integration allows you to set up triggers in Odoo CRM, like when a new opportunity is created, that automatically generate a document in PandaDoc. By connecting these platforms, you ensure that each new client interaction is quickly followed up with the appropriate documentation.
What triggers are available from Odoo CRM for use in integrations?
We offer several triggers from Odoo CRM, including 'New Opportunity', 'Updated Opportunity', and 'New Customer'. These enable you to kickstart actions in PandaDoc such as creating or updating a sales proposal document.
Can updates in PandaDoc affect records in Odoo CRM?
Yes, when a document status changes in PandaDoc, such as when a document is completed or signed, it can trigger actions to update records or stages of an opportunity within Odoo CRM.
Are there any actions specific to PandaDoc that are triggered by events in Odoo CRM?
Absolutely. Events like 'New Lead' or 'Opportunity Stage Change' can trigger actions such as creating new documents, sending templates for e-signatures, or even modifying existing documents within PandaDoc based on the particular business process needs.
How do I integrate my existing templates between Odoo CRM and PandaDoc?
You can select specific templates stored in your PandaDoc account that relate to your CRM processes. Our setup then aids you by linking these templates directly to corresponding triggers and actions within your integrated workflow.
What happens if data fields do not match between systems during integration?
We provide mapping options where you can align data fields between Odoo CRM and PandaDoc. This ensures that the necessary information is transferred accurately during each triggered action without manual errors.
Is it possible to limit which documents are created automatically from opportunities?
Yes, within our settings you can specify conditions under which certain documents should be generated based on criteria like deal size, client location, stage of purchase journey etc. This ensures more tailored management of documentation generation processes.
