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PandaDoc

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Create sales documents with pre-filled CRM data, send them out to be eSigned via Freshsales Classic.
Published by Agiratech(about over 5 years ago)
Free
3.4 (11)
download
1.6k
Version History
Version 2.0
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
Accelerate your deals by connecting sales documents to your deals with the PandaDoc & Freshsales Classic integration. Whenever your clients are ready for a quote or proposal, our integration makes it easy to create the doc right from inside Freshsales Classic in just a few clicks. No more double entry, no more human errors. - Data stored in Freshsales Classic will automatically populate your chosen document template, further cutting time from the creation process. - Collaborate with sales team members and other departments working on proposals and contracts. - Get your contracts and agreements signed with legally-binding PandaDoc eSignatures. Send sales documents for internal approvals and request eSignatures without leaving Freshsales Classic. - Create personalized proposals, quotes, and contracts in minutes with PandaDoc helping you to merge deal and contact info right into the document. - Ready to share/send your proposal, quote, or a contract? Stop the manual routine: PandaDoc will add recipients as per their roles and assign them as signers so you don’t have to. - Get easy access to all the deal-related documents without leaving Freshsales Classic: all documents are listed under the related deals with quick links for quick access.
3.4
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1.6k installs
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11
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Tanja Miranda
Chris Graham
Cameron Wyatt
Alan  Salisbury
1. In Freshsales Classic, go to Settings, scroll down to Integrations, click on Apps. 2. Find PandaDoc and enable the app. 3. Open a deal, scroll down to Integrations and and check out the newly added PandaDoc module. That’s it!
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
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