PandaDoc App Setup on monday.com
Perfect your sales process with PandaDoc proposal generation integrated in 30 days or less.
Pre-requisites:
- Must-have existing proposal document
- Must-have an existing CRM on monday.com
- Need a PandaDoc Business or Enterprise Plan
Your App Setup
Maximize your sales efficiency with PandaDoc's integration into monday.com, perfected by trained professionals.
Time-saving Sales Workflow
Save time creating proposals and send them out the same day to close deals faster
Futureproof Customization
Our team trains you up on template customization so you're ready for the future
Streamlined Proposal Creation
Implement a seamless proposal workflow with native integration and custom templates
What’s Included
Every PandaDoc App setup comes with all the tools you will need to start creating custom proposals inside monday.com
Installation
We'll start by installing the PandaDoc app in your monday.com account.
Template Setup
We’ll set up your existing proposal document as a PandaDoc template.
In-Depth Training
Receive a thorough walkthrough of PandaDoc, covering layouts, templates, roles, and more.
Dynamic Fields Integration
Learn how to extract dynamic fields from monday.com and incorporate them into your docs.
Email Configuration
Set up PandaDoc emails to be sent from your own address, ensuring a personalized touch.
Automation Review
We'll guide you through configuring reminder emails and automation for document recipients.
The Journey
In order to ensure a smooth onboarding and setup of the PandaDoc App, we follow the stringent process below:
Kickoff Meeting
- Get access to PandaDoc and understand sales processes
- Determine document location within the workflow
Discovery + Training
- Session to review questionnaire responses
- Analyze the selected document and its data sources
- Dive into PandaDoc layout, templates, roles, and content
- Demonstrate how to extract dynamic fields from monday.com
- Discuss dynamic content and templates
Offline Between Calls
- Install the PandaDoc App
Offline Between Call
- Setup PandaDoc and the dynamic fields form on monday.com
- Setup roles in PandaDoc as discussed
- Run a test of the document
Launch + Automation Review
- Meeting to review initial setup and test
- Set up PandaDoc emails from client’s address
- Configure reminder emails and receiver automations
- Explore pricing table and integration possibilities
Deliverables
These deliverables encompass the essential components and milestones that will drive the successful integration and utilization of the PandaDoc App.
- Deploy the PandaDoc App
- Discuss pricing table + pricing integrations
- Set up document as template
- Set up roles and signers
- Set up Custom email domain (Plan-permitting)
- Set up (1) document in PandaDoc to pull from monday.com
- Pull in dynamic fields from monday.com to PandaDoc
- Discuss dynamic content
- Set up email reminders
$1,250
- Dedicated Implementation Consultant
- 30 days or less
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*PandaDoc subscriptions purchased separately
*You must-have an existing proposal document