This integration, built by Taxiom (an Avalara partner), connects PandaDoc to your AvaTax account to provide real-time sales tax calculations directly on your PandaDoc documents. Need an AvaTax subscription or have questions? Click here to book a call with the Taxiom team.
This allows companies to have real-time, accurate tax calculation from Avalara automatically on their PandaDoc documents, with the transaction committed to Avalara as soon as the invoice is paid.
Establish a direct link between PandaDoc and AvaTax via our prebuilt connection. No IT support needed - in just a few clicks, you can be up and running!
This integration sends document data to AvaTax and writes the calculated sales tax back onto each pricing table row in PandaDoc.
AvaTax is updated regularly to reflect changing rates and rules across 12,000+ US jurisdictions. Stop looking up sales tax rates altogether.
If you use Avalara to file returns, this integration automatically commits your PandaDoc documents to AvaTax as they're completed - so AvaTax has what it needs for your filings.
PandaDoc Account
Avalara Subscription with the 'AvaTax for PandaDoc' connector
$432.99
One-time setup fee
This does not cover any costs related to your PandaDoc or Avalara subscriptions. You will also need an active Avalara AvaTax subscription.
This integration connects your PandaDoc account directly to Avalara's AvaTax platform, enabling real-time, accurate sales tax calculations on your PandaDoc documents. It automatically applies the correct tax rates and rules for every US jurisdiction, without manual lookups or switching between systems.
PandaDoc lets you enter a tax name and rate manually on each line, but the rate is yours to set and maintain. That works fine if you sell in one state with one rate, but breaks down the moment you have nexus in multiple jurisdictions, sell taxable services with different rules per state, or need exemption certificate management. AvaTax handles all of that automatically.
Not at all. You can be connected in minutes - no IT support required. A quick call with the Taxiom team will get you up and running in no time.
AvaTax is updated multiple times per day to reflect changes in tax rates and rules across all US jurisdictions, meaning your rates are always current. This is far more reliable than static rate tables or manual lookups.
Yes. You can map your PandaDoc Items to Avalara tax codes so AvaTax knows exactly what you're selling - whether it's software, clothing, shipping, or a professional service - and applies the correct taxability rules automatically.
The integration allows you to exempt customers both manually and automatically. If you use Avalara's Exemption Certificate Management (ECM), exempt customers are recognized in real time, so tax is not charged where it shouldn't be.
Tax is calculated as soon as you create or update an invoice in PandaDoc. The transaction is then committed to Avalara automatically when the invoice is marked paid - making it eligible for reporting and filing. If you delete an invoice in PandaDoc, the matching Avalara transaction is voided automatically.