PandaDoc

Integrating PandaDoc within Zendesk Support simplifies the process of creating professional documents. Directly within Zendesk Support, create proposals, quotes, contracts and invoices from Ticket and User records - plus, collect legally binding electronic signatures. You’ll also be able to send and track documents in real-time. Client data saved within Zendesk Support will automatically populate within new documents.

• Auto-populated fields - automatically populate documents with Zendesk Support data, including ticket and customer details.

• Time-saving efficiencies - create any document using PandaDoc templates and send it for eSignature directly from your Zendesk account.

• Streamlined payments - add payment options to documents so that clients can accept your proposals, quotes or invoices and pay straight away.

• Real-time tracking - follow and track the status of documents directly within Zendesk. You’ll be notified whenever a recipient opens or signs a document.

• Seamless collaboration - collaborate on documents with real-time commenting and automated approval workflows.

Looking for a step-by-step guide that showcases all features of the PandaDoc + Zendesk Support integration? Check out this helpful Zendesk Support article for more details.

Teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 20,000 customers use PandaDoc to generate proposals, quotes, and contracts using customizable templates with on-brand styles, themes and rich media like videos and images.