PandaDoc

Zoho CRM & Electronic Signatures

You’ve done the hard work, you’ve done your pitch, the customer has given a tentative verbal yes now comes the next challenge – getting their signature on the document or contract. Electronic signatures are a new fast way to obtain the customer signature, whilst at the same time simplifying the process for both the customer[…]

PandaDoc

Zoho CRM and PandaDoc Integration

Combine the data in your Zoho CRM with pre-built templates within PandaDoc utilising the Zoho CRM and PandaDoc Integration to build proposals, quotes or contracts quickly. Send the document fro PandaDoc for signature, then track when the recipiant has opened the document or which sections they have stayed on the longest. PandaDoc uses electronic signatures,[…]

PandaDoc

How to add content to PandaDoc template library

An important component of building documents is reusable text, build once and replicate many times. The PandaDoc template library allows you to build blocks of text that can be reused and dropped into future documents.By adding content to the PandaDoc template library you can share your work with colleagues to reuse as needed. This video[…]

PandaDoc

How to add non-PandaDoc files to PandaDoc

Previously with PandaDoc you created your document within the application, but a common question was how to add non-PandaDoc files to PandaDoc? PandaDoc now allows you to add non-PandaDoc files to PandaDoc. You can upload a local file (from your computer), Dropbox, Google Drive, Huddle, Box or Onedrive. File types can be PDF, Word documents,[…]

PandaDoc

PandaDoc Templates – the biggest time savers for your sales process

Save time by building text in PandaDoc Templates that can be reused. Most company documents contains text which is reused, for example an About Us section. Allow your Marketing team to build standard and approved text which can be used by your sales teams. By using PandaDoc Templates your sales people can concentrate on selling[…]

PandaDoc

An intro to PandaDoc – send and sign documents

Send and sign documents electronically with PandaDoc Speed your sales process by using PandaDoc to create your document, send to customer for signature and then they can sign electronically. This video will show you how to upload a contract or agreement from your hard drive, DropBox or Google Drive. From there you’ll learn how to[…]