PandaDoc – ConvergeHub Integration

PandaDoc Features

Integrating PandDoc with ConvergeHub CRM makes it easy for you to create proposals inside the CRM platform, thanks to an intuitive document builder, automatic data transfer, and custom document templates. Using PandaDoc integration you can automatically populate contact information and key products, create accurate documents with embedded media and contents within few minutes. PandaDoc e-Signature functionality help shortens sales cycles by eliminating the uneasiness and delays that are associated with traditional document signing process. Integrating PandaDoc with ConvergeHub aids your prospects to review and sign documents from their smartphones, computer, or tablet without compromising document legality and security.

Spend more time selling

Panda allows you to create, send, e-Sign your documents and also track quotes, contracts and proposals without going out of your CRM platform. It makes your non-selling activities easier, saving your business team’s valuable time.

Get documents signed using PandaDoc

Upon installation, the library page will have an option such as "PandaDoc". This option can be used to send documents that need to be signed by individuals intended for the contract, proposal, or any other documents.

Instant visibility into document status and powerful reporting

By clicking on the documents sent via PandaDoc, users can find the status of the document and even more other documents share with the same individual.

Setting up PandaDoc Integration in ConvergeHub

1.Navigate to “App Store” or simply search “PandaDoc” in App Store

ConvergeHub CRM offers a plethora of apps in our App Store, which supports third-party integrations with the CRM. The App Store is the place where we keep on adding third-party apps that help in making seamless collaboration with other necessary business tools. To enter App store you need to click on “Admin Settings” under your user profile and then enter App Setup, which shows the App Store.

2.Click on “Connect” at the PandaDoc App setting to set up the App

For seamless integration with PandaDoc click on the Settings button, this will open up a pop-up. If you have a pop-up blocker in your web browser, then allow the pop-ups from ConvergeHub.

3.In the new window, input your PandaDoc ID and password or “Sign in with Google”, and then provide all the necessary authorization

Providing the necessary authorization will get you linked to the app. You can use your existing PandaDoc credentials or you can Sign in with Google. Use your e-Sign feature of PandaDoc in ConvergeHub, and get your documents now signed securely.