How to Get Started with PandaDoc on Zapier

When you start creating a PandaDoc Zap, you will be asked to connect your PandaDoc account.

Click to connect PandaDoc

You’ll now be asked to log into your PandaDoc account (unless you are already logged in).

Login to PandaDoc

Finally, you will be asked to give Zapier permission to access your account. Click "Authorize” to continue.

Login to APP

If all steps were successful your PandaDoc account will now be successfully connected.

PandaDoc connection successfull

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