Help you integrate bpm’online with 3rd party applications
Extend the functionality of bpm’online products
Developed on bpm’online platform, software solutions deliver industry specific features and capabilities
Pre-built connectors to integrate bpm’online with 3rd party applications and accelerate productivity
Ready-to-use apps to extend the functionality of bpm’online products
Out-of-the-box solutions that deliver task-specific or industry-specific features and capabilities
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Business process automation, customization, configuration and development on the bpm’online platform services.
Consultation services on marketing, sales and service processes as well as consultations on business process management
Business process automation, customization, configuration and development on the bpm’online platform
Consultation services on marketing, sales, service and business process management
Bpm’online is a 5-Star Partner Program
Award Winner in 2017
PandaDoc Document Management for bpm’online
PandaDoc integration module complements bpm’online platform with powerful features that enable businesses to easily generate, send, and track documents within CRM. The solution automates the whole document workflow. It reduces time spent on document creation, negotiation, and completion. PandaDoc allows you to standardize content for proposals your entire team uses, reducing errors.
The customer-specific information from CRM is automatically populated into your document. The real-time status update of the document, including views, comments, and approval status makes it easy to track the work in progress. PandaDoc allows recipients to complete document digitally with unlimited secure eSigantures included in every subscription. Implementation of PandaDoc for bpm’online significantly optimizes document workflow and enhances sales performance.
24/7 support via email is included. Response time is 8 working hours.
Pricing does not include taxes and fees (such as VAT) regulated by law.
1. Log into PandaDoc portal. Go to "Opportunity" / "Leads" or "Accout" section, open record and go to "PANDADOC" tab. Click “CONNECT”. PandaDoc login page will open in a new tab. Log in and refresh the bpm’online page.
2. Configure settings. Go to "System designer" > "PandaDoc Settings" ans setup fields should be populated in PandaDoc. You can work with the following settings: Opportunities, Lead, Account. Each of these settings represents the list of bpm’online fields that is populated in PandaDoc.