PandaDoc for Zendesk Sell simplifies the process of creating professional documents. Create proposals, quotes, contracts, and invoices from Zendesk Sell, and collect legally binding electronic signatures for faster paperless transactions. Client data saved in Zendesk Sell will populate in new documents automatically.
- Create and send documents for eSignatures.
- View all important document details, such as pricing and dates.
- Track document status from deal cards in Zendesk Sell.
This app works best with PandaDoc Editor version 1.0.
How to install
You need administrator permissions in both PandaDoc and Zendesk Sell to set up the integration.
- Click the Install button to set up the PandaDoc for Sell widget in your Zendesk Sell account.
- Follow the instructions on the screen and click the Sign in with PandaDoc for Sell link.
- Authorize the external service to let us communicate with it on your behalf.
- After you get back to the app settings page, click the Install button.
- You installed the app. Nice! Navigate to the Layouts settings page to change the app widget location.