Pandadoc facilitates document development 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 make these documents faster and save time.
Until now, you had to print, sign, scan and email your documents. With PandaDoc your documents are transmitted online and the recipients only have to e-sign them. All parties involved are informed in real time of changes to the document and a certificate authenticates the signatures (email/IP address).
In addition, the templates you have created are automatically completed thanks to the integration with your CRM and other tools, such as Hubspot, ProsperWork, etc. The information to be personalised (name, first names, price, etc.) is imported directly into Pandadoc.
You can also insert images, videos, download windows and calculation tables with one click. The designation of signatories for each field ensures that no error is made by the recipients of the document.
In addition, combined with Pennylane your workflows are automated and only a few clicks are needed to generate documents, proposals or other documents. Your customers will be impressed and your sales will be boosted.
Blendy by Cogesten's teams will help you choose the right package and connect Pandadoc and Pennylane !
Blendy, digital accountant, offers solutions to automate your financial processes and accelerate your development.
Blendy by CogestenBlendy by Cogesten, your digital accountant, to accompany you today to make your projects of tomorrow a reality.
Certified Partner Pennylane, Quickbooks, Dext & Stripe.
We are the pioneers of digital accounting in France and we accompany more than 200 digital SMEs and finance teams in their digital accounting transition and the realization of theirsuccess ambitions !
Contact our teams Click here to find out which apps and services are best suited to support your growth and ensure your success!
Now that you know us a little better... discover :Our Onbording Client
Or discover our value-added services:Our Services