PandaDoc: Createirƙiri, Aika, Waƙa, da kuma Takaddun Takaddun eSign

Panda Doc - Kirkirar Takardun Takardun Sayarwa ta atomatik, Bin-sawu, da Saukewa

Kasancewa abokin tarayya a cikin Salesforce yanayin halittu ya kasance kwarewa mai ban mamaki, amma tsarin shawarwari don ƙirƙirar, aikawa, da sabunta bayananmu na aiki ya kasance aiki mai wuya. Wani lokacin nakanyi tunanin ina bata lokaci sosai wajen rubuta bayanan aiki fiye da yadda nake ainihin aikin da kaina!

Ba tare da ambatonsa ba, kowane kamfani yana da nasa salon na ciki, matakin daki-daki da ake buƙata, da tsari don haɗin gwiwa da amincewa da takardun tallace-tallace. A matsayina na dan kasuwa kuma ba wakilin tallace-tallace ba, ban taba yin murna ba yayin da kungiyar saida na ke cewa, “Shin kun sami wannan SOW din don haka zan iya aiko da ita?”.

PandaDoc: Takaddun aiki da kai Software

Harshen PandaDoc ita ce software ta kayan aiki ta atomatik wacce take sauƙaƙa tsarin ƙirƙirawa, amincewa, da kuma sanya eSigning shawarwari, ƙididdiga, da kwangila. 

Panda doc takardun tallace-tallace 1

Tare da PandaDoc, kasuwanci amfanin sun hada da:

  • Createirƙiri takardun tallace-tallace a cikin ɗan lokaci - ƙirƙirar shawarwari masu ban sha'awa, maganganun ma'amala, ko kwangila a cikin mintuna tare da editan jawo-da-digo na PandaDoc da ɗora fayiloli sau ɗaya.
  • Tattara eSignatures tare da kowane shiri - sanya hannu kan sanya hannu yana gudana da samar da kwarewar abokin ciniki mara aibu don karɓar shawara ko sanya hannu kan kwangila akan kowace na'ura.
  • Sauƙaƙe amincewa da tattaunawa - Ba da damar haɗin gwiwa tare da masu bita na ciki da waje tare da gudanawar yarda, sake sakewa, bin sigar, da yin tsokaci.

A watan Maris, PandaDoc ya ƙaddamar da wani samfurin lantarki na sa hannu kyauta don bawa kamfanoni damar samun saukin aiwatarwa yayin yaɗuwar cutar COVID-19 da magance buƙatun gaggawa na ma'amala marasa taɓawa. Kasuwa ta amsa tare da dubun dubatar da aka yi amfani da su kuma aka yi amfani da su sau biyu a matsakaita.

Tare da PandaDoc, kuna da duk abubuwan da kuke buƙata daga shawarwari ta hanyar tattarawa:

  • Shawara - Sauƙaƙe aikin don ƙirƙirar shawarwari.
  • quotes - Createirƙira maganganu, marasa kuskure.
  • kwangila - Createirƙiri kwangila da sauri tare da abubuwan da aka riga aka amince dasu.
  • eSignatures - Adana lokaci kuma adana ma'amaloli tare da eSignatures.
  • biya - Tattara biya tare da sa hannu don a biya cikin dan kankanin kwanaki biyu.

A yau, bai isa ba kawai bayar da eSignatures. Ana samun cikakkiyar darajar kafin, lokacin, da kuma bayan sa hannu tare da ayyukan aiki na aiki, fahimta, saurin aiki, da ƙwarewar mai amfani na ƙarshe. Kasuwa baya son aikace-aikacen fasali guda ɗaya. PandaDoc yana jagorantar kasuwa ta hanyar mai da hankali kan duk wani-in-daya bayani wanda ke haɗa sa hannu na lantarki tare da wasu mahimman abubuwan kirkirar kayan aiki na atomatik, yayin ci gaba da sanya abokan cinikinmu koyaushe.

Mikita Mikado, Shugaba kuma Co-kafa PandaDoc

Hakanan, PandaDoc yana ba da haɗin kai ga duk sauran tsarinku na ciki don gudanar da alaƙar abokin ciniki, gudanarwa ta tuntuɓi, gudanarwa, biyan kuɗi, adanawa, ko biyan kuɗi:

  • CRM - Tallace-tallace & Tallace-tallaceIQ, Pipedrive, Hubspot, Zoho, Copper, Microsoft Dynamics, Zendesk Sell, Insightly, Nimble, SugarCRM, da Freshsales.
  • Biyan - Stripe, PayPal, Authorize.Net, Square, da QuickBooks Biyan Kuɗi.
  • Storage - Google Drive, Box, da Dropbox.

PandaDoc shima yana bayarwa Sa hannu kan-guda (SSO - SAML 2.0) gami da Okta, OneLogin, Microsoft Active Directory, Google Identity Platform, da ƙari. Hakanan suna ba da 'yan kaɗan Masu haɗin Zapier don haɗawa ko'ina kuma.

Yi rajista don gwajin PandaDoc na Kwanaki 14

Bayyanawa: Muna haɗin gwiwa na Harshen PandaDoc

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