Reduce tool switching and save time by fully integrating PandaDoc into Brevo. Create, send, and sign professional documents using data from your Brevo deals, contacts, and companies. Automatically insert client names, deal values, and close dates into your templates. Track each document's status — sent, viewed, completed — without leaving your workspace.

About the PandaDoc integration

Before you start

• Make sure you have accounts on both Brevo and PandaDoc. If you don’t have accounts yet, create one on each platform.
• Create a Brevo API key dedicated to the PandaDoc integration. To learn more, check our dedicated article Create and manage your API keys.
• Confirm that your IP address is authorized on the Authorized IPs page of your Brevo account. If it is not listed, add it to avoid being blocked when installing the app. To learn more, check our dedicated section in the article Block unknown IP addresses for API security.

Install the PandaDoc integration

Install the PandaDoc integration to connect PandaDoc to Brevo.

1. In PandaDoc, go to Settings > API and Integrations.
2. Select Brevo from the list of available integrations.
   
3. Click Connect.
4. Paste your Brevo API key into the field. To learn more, check our dedicated article Create and manage your API keys.
5. Click Connect.

Your PandaDoc integration is now installed.

Create a PandaDoc template using Brevo data

Use variables in your PandaDoc templates to automatically import information from Brevo, such as deal value, close dates, client details, and more. This ensures your documents are ready to send instantly and always up to date.

Step 1: Select your data source

Select your data source and choose which Brevo object will supply data to your PandaDoc template:

1. In PandaDoc, open an existing template or create a new one.
2. In the template, click the Workflow icon.
3. Click Add workflow step > Pull data from integration. This allows PandaDoc to import information from Brevo into your template.
   
4. Click the new Pull data from integration workflow step.
   
5. Choose Brevo as the integration.
6. Click Change source and select one of the available objects:
   • Deals
   • Contacts
   • Companies
7. Click Change.

Step 2: Insert variables into your template

Variables allow PandaDoc to replace placeholders with real data from Brevo or PandaDoc when the document is generated. You can choose to insert variables as simple text or as pre-filled data in a field.

Use the following tabs to view instructions depending on how you want to insert your variables:

Once your PandaDoc template is ready, you can generate and send a document directly from Brevo.

Send a PandaDoc document from Brevo

You can create and send PandaDoc documents directly from the details page of your deals, contacts, or companies in Brevo. The PandaDoc editor opens inside Brevo and uses your PandaDoc templates.

Step 1: Create the document in Brevo

Select the template to create a new document directly in Brevo.

1. In Brevo, go to CRM > Deals, Contacts, or Companies.
2. Open the details page of the deal, contact, or company from which you want to send the document.
3. In the PandaDoc widget, click + Document to create a new document.
   
4. Under the Choose a template section, select the template you previously created in PandaDoc.
5. Select the Brevo record (specific deal, contact, or company) to import data from.
   
6. Click Continue.
7. Select the document recipients, including the sender and client. If you’ve added custom template roles, you can also assign the appropriate recipient to each role.
8. (Optional) Activate the Set signing order option to customize the order in which your recipients will sign the document.
   
9. Click Continue.

Step 2: Review the document content

Review the document to ensure all details are accurately displayed before sending.

1. Review the document content and make any necessary modifications. 
2. Click Continue.
3. If the document contains unfilled variables in the document, choose one of the following options:
   • Fill them in (manually enter missing values).
   • Replace unfilled variables with blanks.
   • Do not replace unfilled variables and display them in the document.
     
4. Click Continue.
5. Review the final document.
6. Click Continue.

Step 3: Send the document

You can send the document by email or by sharing a direct link.

1. Review the document name, sender, and recipient(s).

2. Send the document:

   By email By sharing a direct link

   1. Enter the email subject and body used to send the document.
   2. Click Send document.
      

   1. Click Share link.
   2. Click Create links.
   3. Copy the generated link(s). Each link is unique to a specific recipient.
      
   4. Share each link to the corresponding recipient by email, chat, or any other channel.
3. Click Finish.

After sending, the document status will be updated to Sent. Recipients can open and sign the document. You can track document status directly in Brevo.

Step 4: Track document status in Brevo

On the details page of the deal, contact, or company from which you sent the document, the PandaDoc widget displays the document list and each document’s current status (Draft, Sent, Completed, Declined, etc.), value, and last updated date. You can click a document to open it in PandaDoc for more details or actions.

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo Agency partner.