PandaDoc: Document customizing, e-sign & management tool for QuickBooks Online Advanced users
In a nutshell: The PandaDoc Connector is one of the latest additions to Premium Apps, and is exclusive to QuickBooks Online Advanced users. With the PandaDoc integration, you can easily customize vendor or customer-facing forms, and save time with automated document creation, tracking, and e-signature – all from within QuickBooks Online Advanced.
PandaDoc offers a library of pre-canned, fully customizable templates with drag and drop simplicity, so that you can create professional and on-brand forms easily, only sharing what you want with external partners. PandaDoc also provides enhanced document management capabilities for you to track up-to-date document statuses and collect legally binding e-signatures to streamline workflow and maximize efficiency.
Manage all your business document needs in one place
- Customize existing templates or create and save new ones
- Auto-fill forms with up-to-date info from QuickBooks Online
- Send with e-signature and payment options
- Check document status on QuickBooks Online or PandaDoc platforms
The PandaDoc Connector is available at the App Store.
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