Wednesday, September 21, 2022
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Automate Doc Workflows with PandaDoc and ActiveCampaign


In case you’re nonetheless counting on legacy, static PDFs, Phrase paperwork, or file-based doc administration, it in all probability takes you wherever from just a few hours to some days to ship a contract to a consumer for signature. What for those who might utterly automate the consumer signature course of and get paperwork out for signing in a matter of minutes?

With the all-new PandaDoc for ActiveCampaign integration, you’ll be able to prolong these capabilities to ActiveCampaign triggers and utterly automate doc creation. This integration lets you create gorgeous, tailored quotes, proposals, and contracts straight from ActiveCampaign. 

Spend money on Doc Automation to Obtain Development 

Paperwork are a vital a part of the shopper journey. Companies want an answer that simplifies doc administration and creates a greater person expertise for each prospects and workers. 

Analysis from OnePoll on behalf of PandaDoc exhibits that gross sales professionals spend roughly 60% of their day on guide, repetitive duties associated to paperwork like creation, modifying, and following up with shoppers or coworkers on despatched paperwork. This burden takes away time your crew might use to foster significant conversations with prospects and prospects. 

Digital doc processes put an finish to the tiresome forwards and backwards, the necessity to juggle between instruments and expensive guide information entry related to static paperwork. This frees up time and assets for you and your crew to construct your gross sales funnel, meet with prospects, practice new hires, and carry out different business-critical actions. 

How the PandaDoc Integration Helps Your Enterprise Develop

With a digital doc resolution like PandaDoc, you’ll be able to construct correct, content-rich paperwork at scale to match the person wants of your shoppers with out having to construct a brand new doc each time or go on the hunt for essentially the most up-to-date buyer and deal information.

PandaDoc statistics for increased business.

Manufacturers which have launched PandaDoc into their enterprise processes see a 46% lower in doc creation time, a 28% improve in paperwork despatched per 30 days, and a 13% improve in common deal dimension. 

PandaDoc + ActiveCampaign for Development Acceleration

Prospects have come to know and count on companies to offer personalised 1:1 experiences at each stage of the shopper journey. When achieved accurately, these experiences can construct model consciousness and loyalty and switch prospects into raving followers. Boring, black and white paperwork will not be part of that have. 

Fortunately, PandaDoc for ActiveCampaign makes it straightforward so that you can create paperwork particular to your particular person enterprise relationships with out letting the necessary particulars fall by the cracks. 

So how does the PandaDoc and ActiveCampaign integration work? With the highly effective new ActiveCampaign integration, you’ll be capable of: 

  • Generate customizable quotes, proposals, and contracts in a couple of minutes with the assistance of PandaDoc’s user-friendly doc editor and premade templates 
  • Add present paperwork and add signature fields to gather legally binding signatures 
  • Observe doc progress in real-time with notifications at any time when a consumer opens, views, or completes a doc 

As a substitute of bouncing between instruments and information sources, now you can generate, customise, and eSign professional-looking paperwork inside ActiveCampaign. Let’s have a look at just a few use instances of the brand new PandaDoc for ActiveCampaign integration. 

Create Doc from Contact Kind 

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Spend much less time constructing and customizing paperwork and extra time specializing in rising your enterprise. With the PandaDoc and ActiveCampaign integration, you’ll be able to arrange an automation that may create a brand new doc when a contact submits a kind. 

Let’s say you’re an impartial contractor who gives quotes based mostly on a submission kind in your web site. When your potential consumer submits a kind in your web site, a quote will robotically generate based mostly on the knowledge offered on this kind and deal information from ActiveCampaign. This automation will assist you get correct paperwork out the door sooner. 

Doc Standing Replace as Set off 

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Along with computerized doc creation, you need to use doc standing updates (i.e., opened, seen, full) to automate extra actions in ActiveCampaign. For instance, when a doc standing modifications to finish, you’ll be able to arrange a set off to mark a deal in ActiveCampaign as accomplished. You possibly can even arrange a set off that will replace a Customized Object or Account report with particulars from the finished doc. The probabilities are limitless with PandaDoc and ActiveCampaign. 

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Improve Your Doc Workflow 

It’s time to improve your buyer expertise workflow with the assistance of PandaDoc for ActiveCampaign. Remodel boring paperwork into dynamic, professionally-designed paperwork and preserve the momentum going from creation to shut with PandaDoc. 

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