Skip to main content
The PandaDoc integration links PandaDoc documents to Pike deals and tracks their status in real time. When a document is completed, the deal can move to Won and take the document total as its value.

​
Connect PandaDoc

  1. Go to Workspace settings → Integrations → PandaDoc.
  2. Click Add integration.
  3. Authorize Pike in the PandaDoc popup.
Only workspace admins can connect or disconnect PandaDoc. Link a PandaDoc document to a Pike deal from the deal, or by pasting the document URL.

​
What syncs

PandaDoc sends document status to Pike in real time through webhooks.

​
Disconnect

Disconnecting PandaDoc stops status updates and keeps linked documents on their deals.

​
Permissions

Linked documents follow Pike roles: people who can see the deal see its document status.

​
Limits

  • Pike links existing PandaDoc documents. Create documents in PandaDoc.
  • Deal value updates only when Update deal value is on.