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Revolutionizing Document Management with PandaDoc and Salesforce
We integrated PandaDoc with Salesforce to automate document creation, enable e-signatures, and provide real-time tracking for an automobile company in London, UK.
Customer
Automobile Company
Country / Region
London, UK
Industry
Automobile
Highlights
Automated Documents
E-Signature Integration
Real-Time Tracking
Seamless Workflow
Client Requirements
Automated Document Creation
Generate customized documents, such as quotes, lease agreements, and contracts, directly from Salesforce records.
E-Signature Integration
Allow customers to electronically sign documents to speed up the approval and finalization process.
Real-Time Document Tracking
Enable the sales team to track the status of documents from creation to customer signature in real-time within Salesforce.
Seamless Workflow Integration
Simplify and unify document workflows, ensuring that all document management processes take place within the Salesforce platform for ease of use.
Challenges
Manual Document Creation
The sales team was manually creating quotes and contracts, leading to lengthy processes and an increased likelihood of errors.
Disjointed Systems
Without an integrated document management solution, tracking the status of quotes and contracts was inefficient and required manual follow-ups with customers.
Approval Delays
The lack of an electronic signature option slowed the approval process, as customers had to print, sign, scan, and send documents back.
Inefficient Document Tracking
Monitoring the progress of document from drafting to customer signature was challenging, with limited visibility for sales reps.
Solutions
PandaDoc Integration
A custom integration between PandaDoc and Salesforce was implemented, allowing sales agents to generate documents like quotes and lease agreements directly from Salesforce opportunity records. Relevant data from Salesforce was automatically populated into PandaDoc templates.
E-Signature Functionality
The integration used PandaDoc’s e-signature API, enabling customers to electronically sign documents directly within the Salesforce platform. The API facilitated secure and compliant signature capture, streamlining the approval process and minimizing delays in contract execution.
Automated Workflow
Sales agents could generate, send, and track documents all within Salesforce, ensuring a seamless workflow. Document status, including whether it was sent, viewed, or signed, was automatically updated in real time.
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Technical Stack
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COMPANY
Our client, an automotive company based in United Kingdom, specializing in selling and leasing vehicles, handles a significant volume of quotes, contracts, and agreements with customers. The client sought a solution that would automate document creation, approvals, and e-signatures within their existing Salesforce platform.
Conclusion
The solution streamlined document creation, reduced approval delays, and improved tracking efficiency. Sales teams could manage contracts seamlessly, accelerating deal closures and enhancing customer experience.
Benefits
Improved Customer Experience
Customers could review and sign documents electronically, streamlining their interaction with the company and improving satisfaction.
Increased Sales Team Productivity
The integration allowed the sales team to manage documents entirely within Salesforce, removing the need for external tools and manual processes.
Increased Sales Team Productivity
The integration allowed the sales team to manage documents entirely within Salesforce, removing the need for external tools and manual processes.
