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. You’ve already taken the first step by connecting them through the native PandaDoc app in Attio's marketplace. This allows your team to generate documents from within your CRM, which is a great start.

However, a basic connection only solves part of the problem. It doesn't automatically handle what happens after the document is signed, such as updating the deal, notifying the finance team, or kicking off the customer onboarding process. This leaves your team with a semi-automated workflow that still requires manual handoffs. The solution is to build intelligent automations on top of this native integration, creating a truly end-to-end closing process.

Our Approach 

Novlini doesn't build the sync we make Attio's native PandaDoc integration work for your specific business process. We configure the connection perfectly and then build the custom workflows that turn your document tool into a fully automated sales engine.

• Perfect Template and Field Mapping: We ensure your PandaDoc templates are perfectly configured to pull all relevant data contact names, company details, deal values, and product line items from Attio, creating a seamless, error-free, one-click document generation experience.

• Automate Your Post-Signature Workflows: This is the key to true efficiency. We build Attio workflows that are automatically triggered when a document is signed in PandaDoc. This can update the deal stage to 'Closed Won,' create a project for the onboarding team, and send a notification to your finance channel in Slack.

• Use Document Status to Drive Action: Go beyond simple notifications. We help you use other PandaDoc statuses like 'Viewed' or 'Commented' to trigger intelligent automations. For example, automatically create a task for a rep to follow up 24 hours after a prospect has viewed a proposal but hasn't signed.

• Ensure a Centralized Document Archive: We configure the native integration to ensure that upon completion, a final PDF copy of every signed document is automatically and reliably saved to the associated record in Attio, creating a perfect, organized archive.

Proven Results 

This service is for teams that want to move beyond a basic connection to a fully automated closing process. We help you eliminate all manual work associated with your sales documents, shorten your sales cycle, and ensure a smooth, error-free handover from sales to post-sales teams.