PandaDoc

Propose an all-in-one solution to your teams in order to create and manage the sending of your documents while integrating legally approved electronic signing.

Visit the PandaDoc website for more information.

Globalia is certified to provide you with the following services:

• Configuration of PandaDoc according to your needs.
• Price negotiations with PandaDoc.
• Training on how to use PandaDoc.
• Creation of personalized document models.
• Integration with your CRM, including HubSpot.
• Development starting from PandaDoc’s API.
• And much more!

Automate the creation of documents

Create beautiful, legally approved documents aligned with your brand image quickly and simply. Fast. Simple. Conform.

• Models: create a library of proposals, quotes, forms, contracts, etc. personalize the models with the integrated editor or create your own.
• Integrations: works with the tools you already have, including the main CRMs such as HubSpot and productivity suites. An open API is also available.
• Conformity: lock legal content to avoid expensive mistakes. Add a library of preapproved contracts and clauses.

Collaborate with powerful workflows

Optimize the creation, approval, negotiation, and signing of documents. Finalize and send your documents quickly.

• Roles: collaborate with anybody, whether they are part of your team/enterprise or not, thanks to flexible roles and authorizations.
• Comments: comment and respond directly in the document.
• Approvals and Negotiations: facilitate the collaboration with internal and external revisors with the help of approval flows and version tracking.

Electronic signing of your documents

Improve the speed and security of signing thanks to integrated document signing.

• Mobile: facilitate the conception of documents for your employees, whether they are using their work computer or their mobile phone.
• Security: keep your documents secure with the help of 256 bit encryption. Certified SOC 2 Type II.
• Document Tracking: obtain proof of who has opened, viewed, and signed documents.

Track and analyze your clients’ engagement

Obtain a powerful, real-time overview of what is happening with each document.

• Track Engagement: see who has opened, viewed, and signed. Discover who has not yet engaged with your document.
• Real-Time Alerts: instant notifications through email or cellphone application indicate when someone engages with your document.
• Optimize: use the information supplied by the analyses to find out what works and improve your workflows.