PandaDoc, the leading all-in-one document workflow automation platform, today announced PandaDoc for ActiveCampaign, an integration of PandaDoc’s digital document creation and management capabilities with ActiveCampaign, a leading customer experience automation platform. The integration allows ActiveCampaign users to use PandaDoc to create tailor-made quotes, proposals, and contracts, all within the ActiveCampaign platform. Through this integration, businesses can leverage the combined power of PandaDoc and ActiveCampaign to create, track, and sign business critical documents easily and efficiently.
Documents are a crucial part of the customer journey, so it’s essential for businesses to have a solution that simplifies document management and creates a compelling user experience for both customers and employees. Research conducted from OnePoll on behalf of PandaDoc shows that sales professionals spend approximately 60% of their day on manual, repetitive tasks related to documents like creation, editing, and following up with clients or coworkers on documents. This burden takes away from time that could be used to foster meaningful conversations with customers and prospects. PandaDoc for ActiveCampaign makes it easy for businesses to create customized documents specific to their business relationships, while ensuring important details don’t fall through the cracks.
“Businesses of all sizes rely on ActiveCampaign to help them thrive and grow by providing best in class customer experiences,” said Shay Howe, SVP of Platform Strategy at ActiveCampaign. “Managing agreements and documents is a key part of the customer experience, and this new integration with PandaDoc will enable our mutual customers to automate the creation and delivery of documents, as well as trigger experiences when the status of a document changes, such as starting an onboarding sequence when an agreement is signed.”
Also Read: How Businesses Can Ensure Excellent Customer Experiences Across Every Channel
PandaDoc for ActiveCampaign allows users to:
- Generate customizable quotes, proposals, and contracts in a few minutes with the help of PandaDoc’s user-friendly document editor and premade templates
- Upload existing documents and add signature fields to collect legally binding signatures
- Track document progress in real-time with notifications whenever a client opens, views, or completes a document
“As an all-in-one document management solution, PandaDoc makes it easier to create professional-looking, on-brand documents while efficiently managing workflow and approvals, helping accelerate business,” said Nate Gilmore, CMO, PandaDoc. “PandaDoc for ActiveCampaign will allow ActiveCampaign users to turbo-charge the speed and quality of their customer-facing documents to provide an upgraded experience at every stage of the customer journey, from reviewing proposals to signing contracts.”
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