How To Use Pandadoc Clio Integration – Your document workflow

hey there people my name is marcus and in this video i’m going to show you detailed procedure how you can just use pandadoc so let’s begin the first thing when you would go into pandadoc you would see the dashboard on the left side you can see files in which we are going to discover how to sign files then you would see templates here right under it and then you would see forums design templates are truly excellent if you wish to let’s say that i’m going to affiliate approval for upcoming customers right so when someone’s going to sign for my affiliate i’m going to send him the design template and he simply require to sign it then you’re going to see the content library where you would find all the content brochure and after that contacts and then reporting for analytics so let’s start on the dashboard you would see the drafts here for approval send out seen and also you would see how much money you gained from it you can likewise see you can get it for one month 3 month or one year and after that you can go to top right and click a brand-new file like this or you can likewise upload initially you see the how to develop panadol files are you gon na see the samples here or you can have a blank it’s totally up to you i’m going to select like this one here the design template and now appointed to individuals sender is going to be me and customer i’m going to add a customer right here first name marcus and then add more recipient if you wish to and begin editing right when i’m going to do it let me show you it’s actually easy so on the left side you would see pages that you

PandaDoc propositions look better than anything that I could have shown up on my own, and thanks to tokens, the opportunity of leaving a wrong client name or other essential detail is eliminated.”

Olga Y.

Sep 08, 2020

 

Pro

” I will be sincere, I chose to give PandaDoc a try because I like pandas, and because their marketing was great.”

PandaDoc is a web-based document management tool that enables you to track, manage, and store files online, in addition to location legally binding signatures for quick procedures and transactions..

Any company can use PandaDoc services to manage paper-based files in a more effective way by utilizing PDF and docs files, in addition to other digital formats. Eventually, PandaDoc is the best option for business with the objective of becoming paperless. This electronic signature software application only further helps to make it possible for simple and quick online workflow..

That’s just the tip of the iceberg. Our PandaDoc review will expose a lot more:.

Functions.

There’s plenty to go over when it comes to PandaDoc functions. All PandaDoc tools make this file management application a well-rounded platform required for conducting smooth company operations..

Let’s enter into the specifics with our PandaDoc review.

Electronic Signatures.

Probably the most substantial function for the majority of users of this software is the PandaDoc digital signature feature. This provides users the capability to sign contracts digitally from anywhere in the world as long as the partnership tools remain in usage. Groups can work together on a single file thanks to the in-activity log-in function and comments..

 

 

It is incredibly beneficial for companies that work from another location. Time is lost by sending paper documents to be signed and then provided again, while the task of accepting and processing images of paper files is work no staff member wishes to do.

Fortunately, with PandaDoc esignatures the whole approval process is much faster and it saves you a lot on sending out charges. The esignature feature is lawfully binding. This way not just do you help decrease the use of paper, but you make your company life a bit simpler.

Have a look at the few other functions that support this one:.

Audit path.
PandaDoc vehicle pointers.
Document analytics.
Mobile signature.
Adjustable templates.
Task history tracking.
Authentication.
Multi-party signing option.
File Creator.

This is among the most effective document creators out there..

It’s easy to navigate Panda documents. You will have the ability to manage gain access to, track, and modify proposals, business agreements, plans, and quotes, to name a few..

Furthermore, users will have the ability to view and modify files as they choose. There are different options for including your business’s logo design, colors, add images, and text. It takes just a couple of minutes!

Users are able to pick from a variety of pre-built PandaDoc templates, which are likewise easy to tailor depending on your needs and currency. Document tracking is easy and available as you can follow the file’s process through each phase– when prepared, sent out, viewed, and finished.

On top of that, you will receive a cloud place that carries out the role of a main repository to keep electronic documents, files, and data. Document management system repository has never been so organized and accessible.

Gain access to and Storage of the Documents.

Whatever you require is at your fingerprints with PandaDoc’s simple file storage and gain access to. PandaDoc is constructed so that every user is able to restore control of their files at any time, from anywhere..

PandaDoc work spaces will go through six organizational steps that ensure fast retrieval:.

Folder tree — Your folders are embedded in a folder tree for much easier file access. Both you and your group will have no problems browsing for file collections, as whatever is neatly organized.
Drag-n-drop — The drag-n-drop function exists to assist you organize and reorganize your ever-growing digital files.
Customized classification tags — You will have the ability to label any documents you desire with custom tags. That will make it much faster for everyone to discover what they’re looking for.
Status and action filters — You will be able to know which documents need your attention right away, making document retrieval quickly and easy.
Bulk actions — With bulk actions, you will have the ability to do more things at the same time– track, relocation, delete, and so on. Also, develop an offline archive with esignature certificates in a zip file for files.
Smart search — Full-text search ability is simplified with PandaDoc. You will have the ability to locate any file within seconds.
Cooperation.

 

 

Your team will be able to negotiate and communicate through commenting and activity logging. Thanks to this function, you can keep up with agreements and handle your clients while successfully minimizing your time from hours to just minutes. Workflow management is key to a well-run and effective organization and this cooperation feature presents a smooth workflow on PandaDoc.

Advanced Characteristics.

As you create your customized branded documents, you will likewise be able to integrate innovative functions such as safe and secure credit card payments. This feature enables quick and secure transactions from the minute the celebrations sign the file. You will not need to hang around ferreting out clients as they will be able to pay you through PayPal, bank transfers, and different charge card (Visa, Maestro, MasterCard, Discover, etc). The customers will be able to pay through their preferred PCI DSS certified gateway, while you will have the ability to link payments directly to your accounting software application thanks to Zapier and API.

Integrations and apps.

PandaDoc combinations are quite essential for users, especially the CRM integration feature. As we said, PandaDoc is easy to use so you’ll observe that it’s simple to plug it into your CRM platform. You can conserve, edit, track, and indication files all inside your CRM. All of your CRM activities are automatically conserved and current.

The integration PandaDoc has with HubSpot is typically mentioned by users. It is exceptionally easy to establish and both work splendidly together. Besides HubSpot, you can integrate PandaDoc with:.

Salesforce.
Pipedrive.
Zoho.
Copper.
Microsoft Dynamics CRM.
Zendesk Offer.
Insightly.
Active CRM.
Nutshell.
SugarCRM.
Freshsales.
SalesforceIQ.
Pipeliner CRM.

Users can work and update their documents offline however they will require to manually change their file’s status from ‘Offline’ to ‘Finished’ or other. Fortunately, that can all be done through PandaDoc’s mobile apps that are readily available for both iOS and Android users. PandaDoc is not directly available for Windows users, but users can benefit from the Microsoft Dynamics application..

Ease of Use.

We didn’t come across any difficulties when testing for this PandaDoc review. The style is simple, making the whole experience more eye-pleasing while allowing easy-to-use functions.

The process of finding any documentation and anything else you need fasts– the software application just requires a few seconds to respond. What we particularly appreciate is how basic it is to update and modify documents live as templates, rather than re-uploading files from Word or PDF and after that including the missing information.

PandaDoc offers training services for brand-new users– in-person, live online, webinars, and paperwork. If you’re a total beginner, worry now, PandaDoc has actually got your back.

Security.

The business has actually done all in its power to guarantee it is supported by some of the greatest names in the business. No need to fret about security when utilizing PandaDoc! All delicate content is safeguarded by the following superior companies:.

HIPAA — PandaDoc is authorized by HIPAA and the Personal privacy Guideline, including the Administrative Safeguards, Physical Safeguards, and Technical Safeguards of the Security Guideline.
GDPR — PandaDoc is compliant with the General Data Security Policy, a European privacy law approved by the European Commission in 2016. Global personal privacy and compliance are at its greatest.
Amazon AWS — PandaDoc information centers are dealt with by Amazon AWS.
Third-party Subprocessors — PandaDoc presently uses five third-party subprocessors, consisting of Amazon Web Solutions, Recurly, Zendesk, Mailgun Technologies, and Salesforce..
FERPA — In full compliance with FERPA, PandaDoc has the ability to assist schools facilitate electronic communication in between educators, administrators, school districts, and parents, and trainees.
Personal privacy Shield — Yearly EU-U.S. and Swiss-U.S. You need Privacy Shields certifications cross-border transfers.

PandaDoc likewise has a SOC II Type II certification, suggesting SAE 16 SOC 2 reports and attestations of compliance will be supplied when asked for. The business ensures protected and flexible cloud computing environments on a secured and safe platform.

The business uses bank-grade AES-256 file encryption with a protected crucial management system. The site does not store credit card details and it utilizes a PCI DSS Level 1 provider to process payments.

Knowledge Base and Customer Support.

If you go to the software’s knowledge base, we’re sure you will be as pleasantly amazed as we were..

 

 

For our PandaDoc review, we explored the help center. From the classic FAQ to the Beginning section for newbies, you’ll discover everything you require to begin your PandaDoc journey.

What you’ll also discover are:.

Account settings.
Combinations setup.
Manage your team.
Timeless editor.
Editor 2.0.
Training.