# How can I automate my usage of PandaDoc?

Is there a way to automate certain systems in PandaDoc? Workflows I should know about?

##### Post Metadata
- Posted at: over 6 years ago
- Author title: HubSpot Solutions Partner - Killer Sales Operations and Technology Consultant 
- Net upvotes: 1


## Comments
### Comment 1

I am not sure what you mean by automate systems. But it does work with some CRMs so that from the CRM it can populate templates with the data from the CRM, e.g. name of the client.

##### Comment Metadata
- Posted at: about 6 years ago
- Author title: Sales and Marketing Director




## Related Product
[PandaDoc](https://www.g2.com/products/pandadoc/reviews)

## Related Category
[Proposal](https://www.g2.com/categories/proposal)

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