# PandaDoc
> Build, send, and track proposals and contracts without leaving Gong.

Canonical page: https://collective.gong.io/integrations/pandadoc-0c8a20e1-0953-46fa-a1ed-62d247c98695
Marketplace: Gong Collective
Last updated: 2026-10-23
Logo: https://assets.partnerfleet.app/q63n3ks120mbd767r4d6m6y8dol7

## At a glance
- Filter by Category: [Content](https://collective.gong.io/t/primary-category/content-management), [Deal Rooms & Workspaces](https://collective.gong.io/t/primary-category/custom-microsites), [Workflow & Automation](https://collective.gong.io/t/primary-category/workflow-and-automation)
- Filter by Feature: Show in Gong, Use Gong Data
- Website: [pandadoc.com](https://pandadoc.com)

## Call to actions
- [Connect](https://app.pandadoc.com/auth/gong/begin)

## About
**PandaDoc lets reps build, send, and track documents directly inside Gong.** Launch the PandaDoc workflow from an embedded panel to create a proposal, contract, or quote without switching tools. Then, check the status of every document ever created for that account — draft, sent, viewed, signed — right alongside the conversation intelligence that's driving the deal.

## Media
- ![PandaDoc document workflow open inside a Gong Engage account, showing Step 1 of 3 — adding recipients to a proposal with merge fields populated](https://assets.partnerfleet.app/k5jmpndv0m2lj208ar9ewidut550)

## Features
- **Show PandaDoc in Gong Engage** — Open the PandaDoc panel directly from any Gong Engage accountLaunch the full document workflow — pick a template, populate it, and send for signatureNever leave the account or opportunity view to get a document out the door
- **Track document status from Gong** — See every PandaDoc document tied to an account in one listCheck status at a glance — Draft, Sent, Viewed, CompletedView value, owner, and last activity without opening PandaDoc separately

## Benefits
- **Send proposals the moment a call ends** — Close the gap between conversation and paperwork — launch PandaDoc from the same screen right after the call, while the deal's still hot.
- **Give managers real-time paperwork visibility** — See where every deal's documents stand — draft, sent, viewed, completed — without asking reps for a status update.
- **Cut tool-switching for reps** — Fewer tools, faster work. Reps who live in Gong all day can create, send, and track documents without ever leaving the account view.

## FAQ
### Do I need my own PandaDoc account to use this? 
Yes — you'll need an existing PandaDoc account (or start a trial) to log into the embedded panel.

### Does this sync with my CRM (Salesforce, HubSpot)?
No — this integration is scoped to Gong only. Document creation and status live inside the Gong account view; it doesn't push data to or pull data from your CRM.

### Do I ever leave Gong to use PandaDoc?
No — the entire workflow (choosing a template, filling fields, sending) runs inside the embedded panel on the Gong account page.

### Is the document status updated automatically? 
Yes — when a document's status changes in PandaDoc (sent, viewed, completed), it updates automatically in the Gong account view.

### Can everyone on my team see the same account's documents, or just the person who created them?
Everyone with access to the Gong account sees all documents tied to it. The author is displayed next to each document name, so it's clear who created it.

## Integration Diagrams
PandaDoc runs as an embedded panel tied to the Gong account you're viewing. Launch a new document workflow from there, or pull up the account's existing documents — status, value, and last activity stay in sync with what's shown in Gong

- Account — Pull from Partner — Document

## Requirements
- **Authenticating User Requirements** — To authenticate this integration for the first time, a user must be a Gong Tech Admin and have account in PandaDoc
- **Subscriptions Required** — Must have any PandaDoc subscriptionMust have Gong Engage subscription

## Connect
Connect your PandaDoc account to be able to create, edit and send documents

## More from this Developer
- [PandaDoc MCP Server](https://collective.gong.io/integrations/pandadoc-mcp-server) — PandaDoc's MCP server gives AI agents access to document status, signatures, and contract terms right where they work. · Logo: https://assets.partnerfleet.app/sr64nc0crdyb7avjz03xt3ox002x