PandaDoc Document Management for Creatio
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Close more deals with better quotes, proposals, and contract management all within the PandaDoc integration module for Creatio

Overview

Product overview

Product description

PandaDoc integration module complements Creatio platform with powerful features that enable businesses to easily generate, send, and track documents within CRM. The solution automates the whole document workflow. It reduces time spent on document creation, negotiation, and completion. PandaDoc allows you to standardize content for proposals your entire team uses, reducing errors.

Use cases:

The customer-specific information from CRM is automatically populated into your document. The real-time status update of the document, including views, comments, and approval status makes it easy to track the work in progress. PandaDoc allows recipients to complete document digitally with unlimited secure eSigantures included in every subscription. Implementation of PandaDoc for Creatio significantly optimizes document workflow and enhances sales performance.

Key features:

  • Enjoy document generation and management within Creatio CRM.

  • Facilitate sales process by reducing time spent on creating documents. The relevant data from the CRM such as contacts, products, pricing or any other data are automatically populated in the documents.

  • Create and reuse images and content items by storing them in the PandaDoc content library.

  • Create customer-specific proposals, contracts, and other documents in just a few clicks.

  • Create, deliver, and track documents in one place.

  • Use PandaDoc default and custom designed templates to easily create documents that look professional and on brand.

  • Send the documents for approval and eSignature within the Creatio system and track the document analytics, including opens, views, and time spent on each section.

  • View all documents related to a specific Opportunity, Lead, or Account in the corresponding module.

  • eSign in PandaDoc, track signature status in Creatio.

  • Add videos and payment forms to your proposals and other documents.

  • Configure error-free price quotes quickly with products pulled automatically from Creatio to PandaDoc quote list.

  • The Drag and Drop document builder allows you to easily add content and fields into PandaDoc documents.

  • Set up matching contact roles to automatically pull important decision maker information into PandaDoc, ensuring the correct contact is the signer on the document.

UI Framework

UI Framework
Classic UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
7.10 and up

Pricing

Monthly
Annual
Standard
$ 14.58 user / month
billed annually

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

Installation

Setup guide

1. Log into PandaDoc portal. Go to "Opportunity" / "Leads" or "Accout" section, open record and go to "PANDADOC" tab. Click “CONNECT”. PandaDoc login page will open in a new tab. Log in and refresh the Creatio page.

2. Configure settings. Go to "System designer" > "PandaDoc Settings" ans setup fields should be populated in PandaDoc. You can work with the following settings: Opportunities, Lead, Account. Each of these settings represents the list of Creatio fields that is populated in PandaDoc.

Product compatibility

UI Framework

Classic UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework

Compatible with Creatio

7.10 and up

Versions

Versions history

Version
Compatibility
Release date
1.6
7.10 and up
19.07.2023
Release summary

Minor fixes and improvements

1.5
13.07.2022
Release summary
  • Added PandaDoc to the Contacts section
  • Minor fixes and improvements

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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