PandaDoc Integration Update

Digital agreement management has an edge over creating and managing agreements manually. It has accelerated the way a business generates contracts, transfers it to customers, and collects signatures. These processes no longer require a paper and pen!

PandaDoc is a well-known agreement management software which creates legally binding documents effortlessly. It automates document creation, tracking and management, and helps you close deals faster than ever before.

SubscriptionFlow integrates with PandaDoc to facilitate subscription agreements electronically. You can leave contract handling to PandaDoc, and invoicing and payments to SubscriptionFlow. It’s a duo that streamlines your entire contract-to cash-process!

We have levelled up our integration to make things more automated and convenient for you. Read on to find out what those upgrades are. But first, let us address the basics.

What is PandaDoc?

PandaDoc is a digital document management software that helps create official, and legally binding documents: quotes, service agreements, proposals, contracts, and more. All of these are created, tracked and managed in a secure digital space, and speeds up customer agreements.

The platform offers e-signature solutions so that customers can sign agreements from any device, anytime. Its solutions offer increased flexibility for both the business and the customer, as compared to the rigid paperwork mechanisms of the past.

Businesses can not only create error-free contracts, but can also customize them according to their clients’ needs. They can also monitor their document’s progress, and customer activity in real-time.

What are the Benefits of Using PandaDoc?

PandaDoc is an all-in-one solution when it comes to organizing document workflows. These are just some of the benefits that businesses gain from using this platform:

Quick Document Creation: PandaDoc allows you to create flawless official documents in minutes. You don’t have to spend your valuable time trying to generate professional documents that can afford no human errors.

PandaDoc equips you with cool features like contract automation, custom branding and themes, and drag-and-drop editor for maximum convenience.

You have done your part.
Let SubscriptionFlow take it from here!

Let us help your business grow with our powerful
subscription management software.

E-Signature Management: Businesses can not only finalize agreements with the help of e-signatures, but also make the entire signing process as secure as possible. PandaDoc offers digital signature certificates so that you can confirm the identity of the signatory.

Automated Workflows: PandaDoc integrates with a number of software such as HubSpot and Salesforce. It automatically syncs data with them, such as changes in deal status, so employees don’t have to update the systems manually. You can also set up automatic follow-ups; such as messages that are sent to customers after they successfully sign.

Security Compliance: The platform ensures that all your sensitive documents remain secure. It complies with security standards such as E-SIGN, HIPAA, and SOC 2. You can carry out your agreement procedures with confidence, without worrying about unauthorized access or data breaches.

You can also maintain detailed audit trails by tracking your document activity in real-time, and monitoring the changes as they happen.

Customized Quote Creation: Businesses can choose from a range of templates and themes, and make document changes on a granular level. Quotes can include pricing tables, multimedia, terms and conditions, and other details of your choice.

Personalized quotes can be created by fetching customer data from the integrated platforms, such as SubscriptionFlow or HubSpot. Additionally, you can flexibly configure how your documents progress, their signing order, and follow-up processes.

How Does PandaDoc Work for Subscription Businesses?

Subscription businesses can leverage PandaDoc’s solutions to facilitate speedy customer sign-ups, and keep contracts organized. Here’s how PandaDoc helps:

Generating Subscription Agreements

Suppose a business is working with SubscriptionFlow. When a customer signs up for its subscription, all the customer details are saved in SubscriptionFlow. These details are then synced with PandaDoc in real-time.

PandaDoc utilizes the customer’s personal and subscription details to create a professional looking subscription agreement. This agreement carries all the relevant dates such as subscription terms and conditions, service details, payment terms, recurring billing permissions, and so on.

Customizing Agreements

Businesses have complete authority over what to include in their contracts and what not. They can create a branded contract template, and auto-save it. This way all their customer contracts will follow the same format.

Custom data fields can be added into the agreements according to the customer’s subscription plan. PandaDoc personalizes each subscriber’s agreement based on the data it pulls from SubscriptionFlow. This makes the agreements carry a stronger impression.

Businesses can also choose how to accept customer agreements. Customers can either add e-signatures, or check confirmation boxes for more convenience. Businesses can set up other customized approval workflows as well.

Automating Agreement Sequence

Businesses have the choice to set up the sequence of their agreement process however they like, and then run this sequence on automation. This may include steps like reviewing the service terms, signing the agreement, and then providing payment information, etc.

PandaDoc sends users automated reminders if they do not complete their agreements within a specified time-frame, or forget signing. This feature ensures quick and successful agreement completion.

Tracking and Storing Agreements

With PandaDoc, businesses can track the performance of their contracts in real-time. They can view the customer’s activity such as progress with the agreement, time of signature, and more.

They can also monitor the contracts’ expiration dates as well. When a contract is near expiry, they can send customers subscription renewal reminders.

PandaDoc allows businesses to keep an organized record of all their customer agreements for legal purposes. Business can easily access this data when needed for customer tracking or auditing purposes.

SubscriptionFlow and PandaDoc Work in Harmony

SubscriptionFlow, the powerful subscription management and billing engine, integrates with PandaDoc to enhance contract management. With this integration, you can automate your entire contract-to-cash process, lock deals, and get approvals within minutes.

SubscriptionFlow enables two-way data syncing with PandaDoc to maintain data consistency across platforms. PandaDoc protects your sensitive contract information, and shares it securely with SubscriptionFlow for accurate and timely customer billing.

Customers are billed in SubscriptionFlow according to the payment terms mentioned in the contract. For instance, if subscribers agreed to recurring billing, they are billed accordingly. The same goes for any discounts extended at the time of agreement.

Automated workflows within SubscriptionFlow can be triggered to create a termed or evergreen subscription as soon as the contract is signed and activated. This ensures that each customer’s subscription works as per the agreed terms.

Integrating SubscriptionFlow with PandaDoc places no constraints on the overall flexibility of our system. While utilizing this integration, you can integrate with any other third party apps such as HubSpot (CRM) or Shopify (e-commerce platform) for unified subscription management.

PandaDoc Integration Update for SubscriptionFlow Users

SubscriptionFlow has upgraded its integration with PandaDoc to include more convenient, and time-saving options for businesses. We have minimized manual data entry need by automating major processes. Now you can:

1. Send PandaDoc Documents Directly

You don’t have to spend time creating a quote anymore. We allow businesses to send PandaDoc contracts directly from our Customers Module.

This approach is more user-friendly as it saves you the trouble of going through the extra steps. It also facilitates quicker transactions, and more straightforward workflows.

2. Preview Documents Before Sending

You can preview the document before it is sent to the customer to thoroughly check it for errors. This feature enhances document accuracy by letting you correct mistakes after identifying them.

It prevents the document from going back and forth between the business and the customer for revisions. Revisions are required when customers spot errors in the document, or demand clarifications or missing information.

Previewing the document proactively once before transfer can eliminate the need for revisions.

3. Map Merge Fields with SubscriptionFlow

When a customer fills out the initial sign up form for a subscription service, SubscriptionFlow stores this information temporarily within its system.

After that, when the customer agreement is generated in PandaDoc, SubscriptionFlow uses this captured data to automatically populate relevant fields in the agreement. Fields such as customer name, pricing plan, etc. can be auto-populated using merge fields.

This feature maintains the integrity of the document by ensuring the accuracy of details. It also saves the users’ time and energy that would otherwise go into filling out these fields manually. The usage of the customer’s own data in the agreement gives it a personalized touch as well.

4. Redirect Customers to Predefined Checkouts

Immediately after the customer signs the agreement, the system redirects them to the checkout page. Businesses can predefine their checkout pages by ensuring a consistent layout.

They can include the data fields of their choice, add payment verification methods, and apply discounts among other things. This ensures a frictionless customer experience, as customers smoothly transition from signing the contract to making the payment.

5. Sync HubSpot Deals in SubscriptionFlow

If you’re a business using HubSpot to close deals, this feature is for you. After finalizing deals in HubSpot, you can sync your customers in SubscriptionFlow. From there, you can send your customers their agreements generated by PandaDoc.

Once your customer signs the agreement, they get redirected to the checkout page to pay and finalize subscription. Hence, no more gaps between deal closure and payment. SubscriptionFlow and PandaDoc speed up customer subscriptions for you.

Looking for organized and automated subscription contract workflows? Try SubscriptionFlow’s PandaDoc integration today. We simplify contract creation, tracking and management by working with PandaDoc in perfect harmony.