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PandaDoc Make integrationAutomate PandaDoc with Make.

What if every proposal, contact and PDF in PandaDoc moved on its own? The PandaDoc Make integration gives you 12 modules: 1 instant trigger, 9 actions and 2 searches. This guide is for sales and ops people who know PandaDoc and want a working scenario, not an API manual.

Try the PandaDoc integration on MakeSee the 12 modules

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What you can automate

What can the PandaDoc Make integration automate?

The PandaDoc Make integration links your PandaDoc account to Make, a visual tool where you build a scenario: an automation made of modules, each module being one brick such as a trigger, an action or a search. Make then creates documents, manages contacts and reacts to document events for you, without code.

Finished PDFs land where your team files them. Watch Documents fires when the document event you picked happens, and Download a Document hands the PDF to the next module, so a storage app or an email step can pick it up.

New deals start with a ready document. When a deal is won in your CRM, Create a Contact adds the buyer to PandaDoc, then Create a Document drafts the proposal for that person. The rep opens PandaDoc and finds the file waiting.

Your contact list stays clean. Get a Contact and List Contacts read what PandaDoc already holds, Update a Contact fixes a changed email, and Delete a Contact removes someone who left the account.

The official documentation gives no numeric limit for this app, and the listed modules do not cover every PandaDoc endpoint. For the rest, Make an API Call reuses the same connection. PandaDoc may also have an n8n node; the n8n vs Make page lays out how the two tools differ. If Make itself is new to you, the Make review and the Make pricing guide are good places to start.

Connect

How do you connect PandaDoc to Make?

  1. 01

    Add a PandaDoc module

    You need an active PandaDoc account first. In your Make scenario, add any PandaDoc module and click Create a connection. A connection is your PandaDoc account linked to Make once, then reused by every PandaDoc module you add later.

  2. 02

    Name it and save

    The Connection name field is optional, but a clear name such as "PandaDoc sales team" helps when you run several accounts. Then click Save.

  3. 03

    Authorize the access

    Log in to PandaDoc if it asks, then click Authorize. You are back in the module, and Make can now read the documents and contacts that your PandaDoc account can see.

First scenario

Build your first scenario with PandaDoc

GoalWhen a document event happens in PandaDoc, Make downloads that document as a PDF, ready for the next module.

  1. 01

    Create the scenario

    Open the Scenarios page in Make, create a new scenario and click the big +. Search for PandaDoc and pick Watch Documents as the first module.

  2. 02

    Set up the trigger

    Click Create a webhook, then Create a connection and authorize PandaDoc. Choose the document event you care about, so the scenario only starts on that case and ignores the rest.

  3. 03

    Add the download

    Click the + on the right of the trigger and add Download a Document. Map the document that the trigger received. Make passes it along as a bundle, one item flowing to the next module.

  4. 04

    Test with Run once

    Click Run once, then trigger the event in PandaDoc on a test document. Open the bubbles on each module to read the bundles they received and check that a PDF came out.

  5. 05

    Switch it on

    Add the module that should store or send the PDF, run one more test, then switch the scenario on. Each module run counts as an operation, the unit Make tallies on your plan.

Triggers

What starts a PandaDoc scenario

1 module starts a scenario when something happens in PandaDoc. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by PandaDoc as soon as it happens.

PandaDoc1Watch Documents

Watch Documents

Instant trigger

In Make“Triggers when a document event occurs according to the event parameter.”

Watch Documents starts your scenario the moment a PandaDoc document goes through the event you selected in its settings. It is the only trigger of the app, so every PandaDoc automation that reacts to documents begins here.

How it fires
instant, PandaDoc calls Make through a webhook as soon as the event happens, shown by the lightning badge on the module.
When to use it
you want a finished proposal to kick off the paperwork that follows, without anyone watching the dashboard.
Watch out
create the webhook before the connection, and pick one precise event, or the scenario spends operations on documents you never meant to process.
Modules

Everything PandaDoc can do in Make

PandaDoc gives you 11 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

PandaDoc1

Create a Contact

Action

In Make“Creates a new contact.”

Adds a person to your PandaDoc contacts from data another app already holds, so reps stop typing the same name and email twice.

When to use it
a lead fills in a form or becomes a customer in your CRM, and you want PandaDoc ready for the proposal.
Watch out
run Get a Contact or List Contacts first if the person might already exist, or you may end up with duplicates.
PandaDoc2

Create a Document

Action

In Make“Creates a new document.”

Drafts a new PandaDoc document straight from your scenario, filled with the data mapped from earlier modules, so the proposal exists before anyone opens the editor.

When to use it
a deal reaches the proposal stage in your CRM and the rep should find the document waiting in PandaDoc.
Watch out
the module creates a document each time it runs, so test with Run once on a single bundle before switching the scenario on.
PandaDoc3

Delete a Contact

Action

In Make“Deletes a contact.”

Removes a contact from PandaDoc, which keeps your recipient list free of people who no longer belong in it.

When to use it
someone is marked as churned or unsubscribed in another tool and should disappear from PandaDoc too.
Watch out
the contact is gone from PandaDoc for good. Put a filter before this module so only the contacts you really mean to remove reach it.
PandaDoc4

Delete a Document

Action

In Make“Deletes a document.”

Erases a PandaDoc document for good, handy for clearing out drafts that were created by a scenario and never sent.

When to use it
a deal is lost in your CRM and the proposal generated for it should not linger in PandaDoc.
Watch out
the document leaves PandaDoc with it. Check which document it targets in a Run once test before this module touches real files.
PandaDoc5

Download a Document

Action

In Make“Downloads a document in PDF format.”

Pulls a PandaDoc document out as a PDF file, which the next module can store, attach to an email or pass to an archive.

When to use it
right after Watch Documents reports the event you chose, to keep a copy outside PandaDoc.
Watch out
on the Free plan, Make handles files up to 5 MB, so check the size of your heaviest documents in a Run once test.
PandaDoc6

Get a Contact

Action

In Make“Gets the details of a contact.”

Reads the full details of one PandaDoc contact when you already know which one you want, and hands them to the rest of the scenario.

When to use it
a document event gives you a recipient, and you need their stored details to update another tool.
Watch out
it returns one known contact. To browse everyone PandaDoc holds, List Contacts is the module to use.
PandaDoc7

Get a Document

Action

In Make“Gets the details of a document.”

Fetches the details of one PandaDoc document, so later modules can work with what PandaDoc stores about it instead of guessing.

When to use it
the trigger pointed to a document and you want more context before updating your CRM or notifying the account owner.
Watch out
this gives you information about the document, not the file. For the PDF itself, add Download a Document.
PandaDoc8

Make an API Call

Action

In Make“Performs an arbitrary authorized API call.”

Sends a request to any endpoint of the PandaDoc API using the connection you already set up, which covers what the 11 other modules leave out.

When to use it
you need a PandaDoc feature that no listed module offers, and the PandaDoc API documentation shows the endpoint for it.
Watch out
you build the request yourself, so read the endpoint page carefully and test it with Run once before relying on it.
PandaDoc9

Update a Contact

Action

In Make“Updates an existing contact.”

Changes the stored details of an existing PandaDoc contact, so the next document goes out with the right name, company or email.

When to use it
a customer updates their details in your CRM or billing tool, and PandaDoc should follow without a manual edit.
Watch out
Make has to know which contact to change, so place Get a Contact or List Contacts earlier in the scenario to point at it.
PandaDoc10

List Contacts

Search

In Make“Retrieves a list of all contacts.”

Brings back all the contacts stored in PandaDoc, one bundle per person, so you can compare, sync or clean them in one pass.

When to use it
you want to check who already exists before creating someone, or feed the full list into a spreadsheet.
Watch out
a search can return zero, one or many bundles, and every module placed after it runs once per contact, which adds operations fast.
PandaDoc11

Search Documents

Search

In Make“Searches for documents by given parameters.”

Finds PandaDoc documents that match the criteria you set, which is how a scenario locates files without knowing their IDs ahead of time.

When to use it
you want to gather several documents for one account, or a batch to download together with Download a Document.
Watch out
the result may be empty. Add a filter after it so the next modules do not run on nothing, and keep criteria tight to save operations.
Need help

Need help automating PandaDoc with Make?

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FAQ

PandaDoc and Make: common questions

01Is the PandaDoc Make integration free?
Yes, on the Make side. PandaDoc is a standard app, so it works on the Make Free plan. That plan allows 2 active scenarios, a minimum of 15 minutes between scheduled runs, 5 minutes of execution per run and files up to 5 MB. Paid plans (Core, Pro, Teams and Enterprise) lower the interval to 1 minute and allow unlimited active scenarios. You still need your own active PandaDoc account, which this page does not price.
02What do you need to connect PandaDoc to Make?
An active PandaDoc account and a Make account. Add a PandaDoc module to a scenario, click Create a connection, optionally name it, click Save, log in to PandaDoc if asked and confirm with Authorize. For the Watch Documents trigger, which is instant, click Create a webhook first and then Create a connection. The same connection then serves all 12 modules, so the setup happens once. If you later add a second PandaDoc account, create another connection and pick it in each module.
03Does the PandaDoc trigger in Make react in real time?
Yes. Watch Documents is an instant trigger: PandaDoc calls Make through a webhook as soon as the document event you chose happens, instead of Make checking on a schedule. That is the lightning badge you see on the module. It is the only trigger of the app, so a scenario that needs to start from something else, such as a CRM deal, begins with a module from that other app.
04What if a PandaDoc module is missing in Make?
Use Make an API Call. It sends a request to any endpoint of the PandaDoc API with the connection you already have, so you are not limited to the 11 other modules. The PandaDoc API documentation lists the endpoints to choose from. The Make documentation gives no numeric limit for this app, so the practical limits are the ones of your Make plan, such as file size and execution time.
05Should you use Make or n8n for PandaDoc?
It depends on the tool your team already builds in. On Make, PandaDoc brings 12 ready modules, an instant trigger for document events and Make an API Call for anything else, all on the Free plan. PandaDoc may also have a node in n8n. Neither tool is ranked here: compare the modules each one offers for your exact use case, then test your first scenario before committing. The n8n vs Make comparison linked above goes deeper on the differences.
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