PandaDoc Connector
Integrate PandaDoc with spreadsheets, data warehouses, or BI tools to build up a reliable reporting system for efficient decision-making. Get an all-in-one solution to gather, transform, understand and automate your PandaDoc data without any hassle.
Analyze your PandaDoc data easier
Collect data on a scheduled basis and blend it with information exported from other applications.
Manage and create new columns, apply filters, and perform other data transformations before loading it into the destination.
Get analysis-ready data with Coupler.io and build dashboards using Looker Studio or other BI tools in minutes.
Schedule the refresh of your PandaDoc data and build triggered automation sequences using incoming and outgoing webhooks.
Integrate PandaDoc with these destinations
What data you can export from PandaDoc?
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DocumentsDocuments created and managed in PandaDoc including contracts, proposals, and agreements
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Document attachmentsFiles and attachments associated with documents
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Document fieldsForm fields and data within documents
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Document sectionsSections and content blocks within documents
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TemplatesDocument templates used for creating new documents
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FormsForms and form submissions collected through PandaDoc
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ContactsContact information for recipients and signers
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MembersTeam members and users with access to the PandaDoc account
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Api logsAPI usage logs and activity records
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Document foldersFolders used to organize documents
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Template foldersFolders used to organize templates
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WorkspacesWorkspaces for organizing teams and content
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Webhook subscriptionsWebhook configurations for real-time notifications
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Webhook eventsEvents triggered by webhook subscriptions
... and many more
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Use Coupler.io dashboards templates
Coupler.io offers a range of ready-to-use interactive dashboard templates designed to streamline your reporting and analytics. Explore our template gallery and connect your PandaDoc to start using the plug-and-play dashboard right away.
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Google Analytics dashboard for multiple properties
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Facebook Ads dashboard
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Instagram business dashboard
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QuickBooks financial dashboard
QuickBooks financial dashboard
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Accounts receivable dashboard for QuickBooks
Accounts payable dashboard for QuickBooks
Accounts payable dashboard for QuickBooks
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QuickBooks revenue dashboard
QuickBooks revenue dashboard
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Google Search Ads performance tracker + editor
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Keyword performance dashboard for Google Ads
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SEO dashboard for Google Search Console
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Technical SEO dashboard
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News Outlets dashboard
Search types and appearance from Google Search Console
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CRM dashboard for Pipedrive
CRM dashboard for Pipedrive
CRM dashboard for Pipedrive
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PPC multi-channel dashboard
Apple Search Ads dashboard
TikTok Ads dashboard
Snapchat Ads dashboard
Quora Ads dashboard
Google Ads dashboard
Google Ads dashboard
Facebook Ads performance for mobile apps dashboard
Facebook Ads ecommerce performance dashboard
Facebook Ads leads breakdown dashboard
Facebook Ads leads breakdown dashboard
Facebook Ads purchases breakdown dashboard
Facebook Ads dashboard
Meta Ads creatives dashboard
Facebook page insights dashboard
Meta Ads monthly dashboard
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Shopify sales funnel dashboard
Shopify store traffic dashboard
Shopify store traffic dashboard
Shopify inventory dashboard
Shopify orders dashboard
Shopify orders dashboard
Shopify orders dashboard
Shopify orders dashboard
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Sales KPI dashboard for HubSpot
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Salesforce CRM dashboard
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Stripe revenue growth dashboard
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Time tracking dashboard for Harvest
Time tracking dashboard for Harvest
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GoHighLevel customer acquisition dashboard
GoHighLevel sales KPI dashboard
WooCommerce Orders dashboard
WooCommerce marketing funnel
Intercom dashboard
Google Business Profile dashboard
Google Calendar dashboard
Google Calendar availability & meeting hours dashboard
Google Calendar team meeting dashboard
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LinkedIn Ads leads dashboard
LinkedIn Ads companies reach dashboard
LinkedIn Ads creatives dashboard
LinkedIn page and ads analytics dashboard
LinkedIn Ads dashboard
LinkedIn Ads dashboard
LinkedIn Ads dashboard
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Website traffic from YouTube - performance analysis dashboard
YouTube KPIs dashboard
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Web analytics dashboard in Tableau
PPC multi-channel dashboard in Tableau
Web analytics dashboard
No such template is available yet.
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Frequently asked questions
Coupler.io seamlessly integrates your PandaDoc data with available destinations, helping you save over 60% of time in obtaining analysis-ready data. No more manual work to retrieve data. Additionally, you can automate your reporting completely by scheduling data exports.
Using Coupler.io's intuitive interface, it will take you approximately 5 minutes. You don't need a technical background as the process is straightforward and doesn't require coding skills.
You are welcome to try Coupler.io for free to see it in action. After the 7-day trial, you can select one of our pricing plans to maintain your automated reporting. Rest assured, we have a plan for everyone!
