EASILY CREATE AND ROUTE DOCUMENTS :

PandaDoc for Salesforce lets you build, track, and sign your docs all in one place. Automate your workflow, discover what sells with built-in analytics, and get legally binding signatures in minutes.

 

DOCUMENT GENERATION :

PandaDoc is a document generation software that does more than just adding text to a blank page; it enables you to design docs that represent your brand’s voice tone, and style. Capture your recipient’s attention with branded templates, custom-designed themes, and a powerful Integration with Canva that lets you drag and drop stunning design elements in seconds. 

  

AUTOMATE DOCUMENT WORKFLOWS AND E-SIGNATURES :

Its drag-and-drop canvas makes it easy to create workflows for even the most sophisticated needs. Make it easy for your sales team to create, track, and eSign documents, all within Salesforce. A smooth end-to-end workflow automates tasks and keeps teams producing consistent collateral at lightning speed. Lock content on documents, use a signing order, and set approval rules to check all the boxes while still getting sales proposals out in a timely fashion.

  • Automated eSignature tracking

PandaDoc with salesforce offers an added layer of eSignature security – providing proof of who signed the document and when. Keeping track of the status of your docs is a no-brainer with an easy-to-follow audit trail that gives you a birds-eye view into the signing process

 

  • Automate key processes and allow reps to focus on closing

Being fully integrated with the Salesforce platform, PandaDoc provides data sync capabilities that go beyond document generation. Your Salesforce opportunity status will automatically update once your PandaDoc document stage has changed. Your team will be notified through real-time document status updates that communicate with Salesforce every time your prospect interacts or comments or eSigns a document.

BENEFITS

Grow your business. PandaDoc has everything you need to simplify your sales process, impress your clients, and close more deals faster. Detailed document analytics let you see what happens after you hit send so you can respond faster, improve your collateral, and grow your business.

 

SAVE TIME

Get back to the work you love. You have more important things to do than process paperwork. Automate your workflow with reusable templates. Get signatures online in minutes from anywhere.

Get Organised

Stay on top of your game. Keep your team’s paperwork in one central place, and access docs from anywhere. Plus, we record everything that happens to your documents, so everyone’s always in the loop.

 

KEY FEATURES :

Document Assembly

  • A range of standard templates as well as the ability for users to build their own documents from scratch using its easy drag-and-drop functionality
  • Pre-set content blocks for easy document assembly
  • Content library for storing standard, pre-approved content for re-use
  • Design flexibility and ability to include interactive content such as videos, for a personalized, professional finish
  • Intuitive dashboard interface and drag-and-drop functionality
  • Content-lockdown feature to restrict editing and ensure consistency and compliance

Mobile

  • There’s a panda in your pocket!, works on iOS, Android, and web.
  • Take care of business from anywhere on any device. Stay on top of everything as it happens, so you can get docs signed faster.
Sign

Seal a deal online in minutes.

  • Legally binding
  • No account needed to sign
  • Type, draw, or upload signature
  • Signature certificate
  • Timestamp and IP address
  • Unique barcode identifier
  • 256-bit SSL encryption
  • HIPAA and ISO 27001 compliant
  • Automatic backups

Track

  • Know what happens after you hit send.
  • Find out who opens and reads your docs instantly
  • Negotiate with real-time commenting
  • Choose your own email notifications
  • See how long recipients spend on each page
  • Improve your docs to boost success rate

Build

Create new docs or use your old favorites.

  • Choose from hundreds of free, expert-approved templates
  • Create your own templates to automate your workflow
  • Connect with Google Drive, Dropbox, Box, and OneDrive
  • Convert docs from virtually any file format — Word, PDF, and more
  • Edit Google Docs within the PandaDoc app
  • Drag and drop widgets to create fillable fields
  • Assign fields to recipients with the click of a button

HOW DOES PANDADOC WORK WITH SALESFORCE?

PandaDoc integrates with all Salesforce Sales Cloud editions. The PandaDoc integration is Lightning-ready which means you can seamlessly switch from Salesforce Classic to Lightning without breaking your deal and document processes.

  • Documents:

 Merge opportunity, contact, product, and pricing data into your documents seamlessly. Benefit from error-free, on-brand, and instant DocGen. 1-click refresh lets you update docs with the latest Salesforce data.

  • Delivery:

The Delivery tab located in your DocGen Package is where you configure where your documents will be sent to after the generation process is completed. You can deliver and store your generated documents using signing and storage applications.

 

HOW CAN WE HELP :

Take the work out of the document workflow with PandaDoc for Salesforce. PandaDoc provides an all-in-one document generation and e-signature automation solution that helps fast scaling teams to create, manage, analyze, and sign digital documents.

 

RESULTS :

  • Secure and compliant (SOC-2 Certified and HIPAA compliant) for Healthcare and Financial Services requirements
  • Collect payments right from your contract and reduce average payment times
  • Wide array of ready-to-customize templates make it easy for any role to get started:
  • Marketing proposals
  • Contracts and proposals for a wide variety of industries
  • Client and patient onboarding forms
  • Employment and new-hire forms
  • Invoices
  • Legal forms
  • Real-time document analytics: Instantly know the status of important documents so you can stay on top of workflows and get signatures and forms filled out fast.