Overview 

Attio is the CRM where your sales team manages its pipeline and customer data. PandaDoc is the tool they use to create, send, and track professional-looking proposals, quotes, and contracts. A proper integration between them creates a streamlined, error-free workflow, allowing your team to generate personalized sales documents in seconds and manage the entire closing process from a single platform.

Without a direct connection, however, your team is stuck with a slow, manual process. They waste valuable time copy-pasting deal information into templates, which often leads to costly and unprofessional errors. Furthermore, the status of the document is a blind spot in your CRM. The solution is a direct API integration. We build a real-time bridge that allows your team to generate documents with one click and automatically syncs all status updates back to the Attio deal record.

Our Approach 

Novlini builds a direct API connection that deeply embeds PandaDoc's document generation and tracking capabilities into your Attio workspace.

• One-Click Document Generation: Eliminate copy-pasting forever. We add a custom button to your Attio records that lets reps generate any PandaDoc document from a template. It automatically pulls in all relevant data contact names, company details, deal values, and product line items to create a personalized, error-free document instantly.

• Real-time Status Updates in Attio: Always know the status of your proposals. Every document event from PandaDoc 'Sent,' 'Viewed,' 'Commented,' and 'Completed' is automatically logged as an activity on the corresponding Attio record, giving your entire team real-time visibility.

• Automate Your Sales Workflows: Use document status to drive your sales process. When a document is signed in PandaDoc, automatically trigger a workflow in Attio to update the deal stage to 'Closed Won,' create a task for the onboarding team, and notify leadership  in Slack.

• Centralized Document Archive: Keep a perfect, organized record. Upon completion, a final PDF copy of the signed document is automatically saved directly to the associated record in Attio, ensuring you have a centralized and easily accessible archive for every contract.

Proven Results 

This integration is a vital tool for any sales team looking to increase its speed and professionalism. It drastically shortens the sales cycle by eliminating manual work and reduces the risk of embarrassing errors in proposals. Clients give their sales leaders clear, real-time visibility into the status of all outstanding documents, helping them forecast more accurately and close deals faster.