Integrate PandaDoc with Odoo ERP Self Hosted

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between PandaDoc and Odoo ERP Self Hosted

No code
No Credit Card
Lightning Fast Setup

20 Million work hours saved

Award Winning App Integration Platform

Capterra Ease of Use for Application Development 21-Oct

PandaDoc Integrations

About PandaDoc

PandaDoc is an American software company providing SaaS software. The platform provides sales processes software

About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.

PandaDoc + Odoo ERP Self Hosted Quick Connects

Want to explore PandaDoc + Odoo ERP Self Hosted quick connects for faster integration? Here’s our list of the best PandaDoc + Odoo ERP Self Hosted quick connects.

Explore quick connects

Odoo ERP Self Hosted Alternatives

Looking for the Odoo ERP Self Hosted Alternatives? Here is the list of top Odoo ERP Self Hosted Alternatives

Odoo CRM
Microsoft Dynamics 365 Business Central

Connect PandaDoc + Odoo ERP Self Hosted in easier way

It's easy to connect PandaDoc + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.

Triggers
Document Completed

Triggers when a document is completed.
Document Paid

Triggers when a document is paid.
Document Sent

Triggers when a document is sent.
Document Status Changed

Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
New Blog Post

Triggers when you add a new Blog Post. You will need to have the Blog module installed.
New Calendar Event

Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
New Event

Triggers when you add a new event. You will need to have the Event module installed.
New Expense

Triggers when you add a new expense. You will need to have the Expense module installed.
New Invoice

Triggers when you add a new invoice. You will need to have the Invoice module installed.
New Lead/Opportunity

Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
New Note

Triggers when you add a new Note. You will need to have the Note module installed.
New Product

Triggers when you add a new Product. You will need to have the ECommerce module installed.
New Project Task

Triggers when you add a new Project Task. You will need to have the Project module installed.
New Sale Quotation

Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
New Survey Response

Triggers when you add a new survey response. You will need to have the Survey module installed.
New Ticket

Triggers when you add a new ticket.You need to install the helpdesk module.
New User

Triggers when you add a new User. You will need to have the Users module installed.

Actions
Create Document

Creates a document from a templates.
Create Blog Post

Create a blog post
Create Note

Create a new Note.
Create Project Task

Create a new Project Task.
Update Ticket

Update a existing Ticket

How PandaDoc & Odoo ERP Self Hosted Integrations Work

Step 1: Choose PandaDoc as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Odoo ERP Self Hosted as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from PandaDoc to Odoo ERP Self Hosted.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.