PandaDoc integration · beta

Contracts sent from the campaign, not from a folder

Pick a creator on your roster, choose a template, and send — campaign details prefill the contract, and its status tracks right on the row.

What you get

Kitbees
+ PandaDoc.

Send from the roster

Issue a contract to any creator directly from the campaign table — no switching tools, no re-typing names.

Prefilled from campaign data

Creator name, campaign, and deal details flow into your PandaDoc template's fields automatically.

Status where you work

Draft, sent, viewed, signed — the contract status lives on the creator's row, and the document opens without leaving Kitbees.

Your templates, your legal flow

Bring your own PandaDoc templates. Prefer legal to press Send? Kitbees can drop a prefilled draft into PandaDoc and stop there.
Set up

Connected in
three steps.

  1. 1Connect PandaDoc

    Authorize once for your workspace and pick default templates.

  2. 2Send from any campaign

    Choose a creator, pick the template, review the prefilled fields, send — or save as a draft for legal.

  3. 3Track to signature

    Status updates land on the roster automatically; signed documents stay accessible to the whole team.

Explore campaign management ↗
Questions

PandaDoc,
answered.

Can I use my own contract templates?

Yes — the integration works with your existing PandaDoc templates, including their fields and recipient roles. Kitbees prefills them from campaign data.

Does the whole team see contract status?

Yes. Status chips live on the campaign roster and documents open through Kitbees, so teammates don't need their own PandaDoc seats to see where a deal stands.

Is the PandaDoc integration available now?

Yes. Connect your PandaDoc account from Kitbees settings and send contracts from the campaign roster right away.

Your brief.
Your people.