PandaDoc for Omniscient
Incorporate the power of PandaDoc’s document workflows within Omniscient’s robust platform – tailored exclusively for financial firms.
Two powerful tools combined to solve the growing need for technology automation within the financial industry
Simplified document management
Eliminate reliance on multiple apps to complete simple tasks. Using PandaDoc, you can create, send and track proposals, contracts and quotes directly from within your Omniscient interface.
Send, create and reference PanadaDoc documents directly from within an individual contact in Omniscient – where all relationships, interactions and activities are managed. This enables advisors to view documents alongside other key contact information including portfolio details and communication – all in one place.
Enhanced eSignature capabilities
All documents are layered with eSignature functionality, unlocking the ability to send and collect secure, legally-binding signatures.
Access a wide-variety of features that aid in creating hyper-personalized documents, including pre-built templates, custom branding and a dedicated content library.
Multiple reference points
Access documents across multiple places within Omniscient, including the Document Module and within the Client Portal.
Who uses PandaDoc for Omniscient?
Financial service organizations
Using Omniscient’s powerful database platform, financial firms and advisors can easily create, send and track client documents directly from an individual contact – without the need for third-party tools that take them outside of Omniscient.