PandaDoc
Pandadoc makes it easy to create documents and connects to Pennylane!
Do you spend hours creating commercial documents, quotes, contracts, forms using Word, Excel or email files?
Finally, switch to automation tools to develop these documents more quickly and thus save time.
PandaDoc, intelligent solution
Until now, you had to print, sign, scan and then send your documents by email. With PandaDoc your documents are transmitted online and the recipients only have to e-sign them. All stakeholders are informed in real time of modifications made to the document and a certificate authenticates the signatures (email/IP address).
In addition, the templates that you have previously created are automatically completed thanks to the integration with your CRM and your other tools, such as Hubspot, Copper, etc. The information to be personalized (name, first names, price, etc.) is imported directly into Pandadoc.
No more typos related to copying/pasting old documents!
You can also insert images, videos, download windows and calculation tables in one click. Designating the signatories for each field helps avoid any errors on the part of the recipients of the document.
In addition, combined with Pennylane your workflows are automated and a few clicks are enough to generate documents, proposals or other documents. Your customers will be impressed and your sales “boosted”.
In summary
FOR WHAT?
Electronic document management, Customer relations
FOR WHOM?
Growing company, SaaS, eCommerce, IT service, French or International SME
