PandaDoc is a well-received web-based management solution provider tool that allows its users to create, deliver as well as share documents online. It allows users to place their legally binding signatures for quicker paperless transactions and processes. It is highly useful for professionals associated with sales, marketing, and finance, legal and operational departments of any organization. This management tool supports various forms of documents which include PDFs, Docs, and other pre existing documents. This software works well with contracts, quotes, agreements, and other sales collateral. The usage of PandaDoc saves millions of tons of paper worldwide and is a green solution for all types of organizations worldwide. It enhances productivity and cost-saving that can be achieved without physically delivering documents for signature if documents require signatures from various persons in different locations.
It harnesses cloud technology and comes with dozens of templates enabling users to create quotes, proposals, HR documents, and legal documents. It also provides a powerful set of features for automating the whole signing process with the newest industry-leading security features. The pioneering feature of drag and drop helps in adding e-signature fields to the documents, which instantly sync with QuickBooks to create invoices.
If a user integrates QuickBooks with PandaDoc then they can view all data about invoices, bills, pending sales and completed sales in one place. The combined data provides a clearer overview of the overall and payment cycle.
Firstly, users are supposed to have a Zapier account to connect both the apps.
After creating an account in Zapier, connect PandaDoc and QuickBooks accounts in it.
Users should create their own Zaps as they will be able to create as many automated processes, from invoicing to automatic customer creation. Users can use ready-made “zaps” or can create their own zaps.
Do test and customize properly as Zapier and QuickBooks integration is a very effective tool that provides many features. Users can consult customer care representatives to build their own multi-faceted custom solutions.