We highly recommend to contact integration platforms to figure out what metrics they can extract. Sometimes integration platforms don't have certain metrics out of the box, so it's better to contact them.
Useful integrations
1
Add or update a contact
(Xero) when a document is completed in PandaDoc
2
Add or update a contact
(Xero) when a document sent in PandaDoc
3
Add or update a contact
(Xero) when a document is paid in PandaDoc
4
Add or update a contact
(Xero) when a document event occurs based on the event parameter in PandaDoc
5
Create or update an invoice
(Xero) when a document is completed in PandaDoc
6
Create or update an invoice
(Xero) when a document sent in PandaDoc
7
Create or update an invoice
(Xero) when a document is paid in PandaDoc
8
Create or update an invoice
(Xero) when a document event occurs based on the event parameter in PandaDoc
9
Add an item to an invoice
(Xero) when a document is completed in PandaDoc
10
Add an item to an invoice
(Xero) when a document sent in PandaDoc
11
Add an item to an invoice
(Xero) when a document is paid in PandaDoc
12
Add an item to an invoice
(Xero) when a document event occurs based on the event parameter in PandaDoc
13
Send an invoice
(Xero) when a document is completed in PandaDoc
14
Send an invoice
(Xero) when a document sent in PandaDoc
15
Send an invoice
(Xero) when a document is paid in PandaDoc
16
Send an invoice
(Xero) when a document event occurs based on the event parameter in PandaDoc
17
Add a payment
(Xero) when a document is completed in PandaDoc
18
Add a payment
(Xero) when a document sent in PandaDoc
19
Add a payment
(Xero) when a document is paid in PandaDoc
20
Add a payment
(Xero) when a document event occurs based on the event parameter in PandaDoc
More integrations
More integrations to Xero
Save all your invoices and payments in Xero. Fully automated bookkeeping is a new reality for millions of businesses. Don’t miss a chance to automate your accounting operations.
When it comes to signing a contract, Pandadoc is the best tool. You can update your CRM records when a document is ready, save it into a cloud storage and get chat notifications. There are no limits to automating your business processes.