Documents integration

PandaDoc

Generate proposals in PandaDoc with Strkr deal, account, and contact data pre-filled. Document status syncs back to the deal; the signed PDF lands on the deal attachments automatically.

Status Coming soon
Vendor PandaDoc
Category Documents
Scope One connect per workspace
Used in
What you get

Everything PandaDoc does inside Strkr.

  • Generate proposals pre-filled from deal + account data
  • Document status auto-syncs to the deal
  • Signed PDF stored on the deal
How it works

Native code, not a shim.

OAuth where available

PandaDoc will ship with a native OAuth flow when it lands. No pasted credentials for admins to rotate manually.

KMS-encrypted tokens

Access and refresh tokens are envelope-encrypted at rest using a dedicated customer-managed KMS key. Decryption only happens in Lambda memory during an active API call; plaintext tokens never land in a log.

Shared by the workspace

A workspace admin connects PandaDoc once; every teammate uses the shared connection without re-authenticating.

Disconnect at any time

Admins or users can disconnect PandaDoc from inside Strkr. Stored tokens are deleted and the provider's revocation endpoint is called within 24 hours.

PandaDoc is on the roadmap.

We ship integrations as first-class native code, which takes a little longer than a Zapier shim. If PandaDoc is a dealbreaker for your evaluation, reply to the welcome email after you start a trial and we'll flag it to the roadmap.