PandaDoc Integtration

PandaDoc is an installed package which works with your instance of Saleforce and improveit 360. The following Article contains information around features, functionality and setup cost for improveit 360's team to implement a PandaDoc integration specific to improveit 360's object schema. 

PandaDoc is commonly used to streamline quote-to-signature workflows, reduce administrative work for sales teams, and improve visibility into where deals stand in the document signing process.

If you do not have an Account with PandaDoc, contact Brandon Thoms at improveit 360 to discuss a partnership account. 

Addional PandaDoc Resources:

PandaDoc Support: [e-mail]

PandaDoc Help Center: https://support.pandadoc.com/hc/en-us/