PandaDoc Salesforce Zendesk

Build, send and eSign all customer service-related docs from within Zendesk

Get your documents signed without any hassle

Are your reps spending too much time switching between apps? PandaDoc helps you get the most out of Zendesk by providing everything you need to send, track and sign any type of documents.

Create quotes, proposals and other collateral inside Zendesk with ease and close your deals faster with legally binding electronic signatures.

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Extend Zendesk with electronic forms and contracts

Need a contract completed by a customer? Or maybe a comprehensive form to be filled in? It’s never been easier.

PandaDoc pulls all customer details and ticket fields and pre-populates this data within a document so your team will never have to retype the tedious details ever again!

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Pipeliner PandaDoc Data Merge

Track documents directly from a ticket

PandaDoc logs the history of all sent documents from a Zendesk ticket for quick reference. It even tracks their status!

For further insight, PandaDoc analytics show you how much time a recipient has spent on each section of a document, so you can continuously improve your collateral or formulate an intelligent follow-up.

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Customer Success Story

At SproutLoud we send out 65 contracts on an average day and we need them in Zendesk. Before signing up for PandaDoc we were using EchoSign and Sugar CRM along with Zendesk, which translated to a lot of back and forth between applications and a lot of time wasted.
PandaDoc integrated seamlessly with Zendesk, saving us time, and also allowed us more flexibility than EchoSign, eliminating tedious workflow issues.

Brian Minick
Manager of Operations, SproutLoud Media Networks

Conservative ROI

  • 13 hours saved/day for the company
  • $6,500/month saved in labor costs
  • $25 saved/hour
  • 60 days to break even on our investment in PandaDoc


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