PandaDoc for Zendesk

Access contracts, send out renewals, and create quotes inside Zendesk with PandaDoc.

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Top Features

If your support department handles contract renewals, you’ll save a ton of time with PandaDoc. Agents will be able to create contracts, get them approved by legal, and send them to customers for eSignature faster than ever.

Speaking of eSignatures, PandaDoc electronic signatures make it fast and easy to get documents signed, and they’re ESIGN compliant and completely unlimited.

Need to make sure customers receive the documents you send them? PandaDoc analytics let your support team see when documents are received and viewed by customers.

Support teams can more effectively cross sell and upsell to customers when you used PandaDoc with Zendesk. You’ll be able to create detailed quotes and proposals faster than ever and send them to customers for approval.

 

Who Uses PandaDoc for Zendesk

Customer Support Managers

Keep track of how effectively your agents are renewing contracts and offering new products and services to customers with the PandaDoc dashboard.

Customer Support Agents

Access contracts in a central database, create your own quotes or proposals, and renew expiring contracts all without leaving Zendesk.

Sales Managers

Easily track sales that are owned by the support department, and enjoy more seamless collaboration between sales and support.

Security

PandaDoc is built on the same AES-256 encryption that enterprise organizations and financial institutions around the world rely on to protect their intellectual property. PandaDoc data centers (handled by Amazon AWS) are state of the art, utilizing innovative architectural and engineering approaches. Our cloud servers are the same ones used by NASA, J.P. Morgan Chase, and NASDAQ! Learn more
Security

Value

PandaDoc is one of the most affordable digital document solutions on the market, and offers more features per dollar than any other platform. When you sign up for PandaDoc you’ll enjoy unlimited integrations, documents, and esignatures backed by an industry leading support team.
Value
Disclaimer

Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials.