Use PandaDoc to create proposals, quotes, contracts, and invoices. Send them directly from Zendesk Support and collect electronic signatures. Client data saved in Zendesk Support automatically populates new documents.
To enable this integration, create a PandaDoc account and install PandaDoc application for Zendesk marketplace.
PandaDoc is a deal acceleration platform built to empower sales teams. Close deals faster and create professional documents. PandaDoc enables you to generate proposals, quotes, and contracts using customizable templates with on-brand styles, themes, and rich media like videos and images.
When you integrate with Zendesk Support, you can create, send, and track documents from Tickets and Users records in your Zendesk account. It’s also possible to generate documents from templates, which will automatically populate with client and deal details saved in Zendesk. This can shave hours off your typical document workflows.
Here’s a quick rundown of the integration/extension’s core features:
There are currently no reviews. Be the first to share your experience.