Link Service

Link your documents to any system in PandaDoc via API.

Examples of the most popular CRMs

CRMProviderEntity type
Salesforcesalesforce-oauth2opportunity
lead
account
contact
Salesforce Sandboxsalesforce-oauth2-sandboxopportunity
lead
account
contact
HubSpothubspotdeal
Pipedrivepipedrivedeal
Microsoft Dynamics 365ms-dynamicsopportunity
lead
contact
quote
competitor

You can create a linked object with a single API call for a document in any status as well as delete a linked object.
In addition, you can link your document to multiple systems with separate API calls.

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List of linked objects

We provide the full list of linked objects (not only those created via API) when you retrieve data. For example, a document was created from Zendesk Sell so you receive this information in the list.