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PandaDoc Unites with ActiveCampaign to Enable Effortless Creation and Management of Customer-facing Documents

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PandaDoc, an all-in-one document workflow automation platform, announced integration with ActiveCampaign, a leading customer experience automation (CXA) platform. This integration is aimed at helping users seamlessly create and manage customer-facing documents.

PandaDoc for ActiveCampaign will help ActiveCampaign users to leverage PandaDoc to build custom quotations, proposals, and contracts within the ActiveCampaign platform. Following this integration, organizations can easily and quickly create, track, and sign documents that are essential to their operations by combining the strengths of PandaDoc and ActiveCampaign. Now businesses will be able to produce customized documents tailored to their business connections while also ensuring that crucial facts don’t go overlooked.

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. 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”, said Nate Gilmore, CMO, PandaDoc.

PandaDoc for ActiveCampaign will help users in:

• Quickly create customized quotes, proposals, and contracts using PandaDoc’s user-friendly document editor and predefined templates.

• Seamlessly uploading existing documents and adding signature fields to gather legally binding signatures.

• Tracking document progress in real-time by offering notifications every time a client opens, views, or completes a document.

Shay Howe, SVP of Platform Strategy at ActiveCampaign, said, “Businesses of all sizes rely on ActiveCampaign to help them thrive and grow by providing best-in-class customer experiences. 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.”

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