I-PandaDoc: Dala, Thumela, Ulandelele, futhi usayine Imibhalo Yokuthengisa

IPanda Doc - Shintsha Indalo Yakho Yokuthengisa, Ukulandelela kanye Nokusayina

Ukuba a umlingani ku-Salesforce i-ecosystem ibe yisipiliyoni esimangalisayo, kepha inqubo yezingxoxo yokwakha, ukuthumela, nokuvuselela izitatimende zethu zomsebenzi bekuwumsebenzi omkhulu. Kwesinye isikhathi ngicabanga ukuthi ngichitha isikhathi esiningi ngibhala izitatimende zomsebenzi kunokuba ngenza umsebenzi uqobo lwawo!

Ukungasho, inkampani ngayinye inesitayela sayo sangaphakathi, izinga lemininingwane edingekayo, nenqubo yokubambisana nokuvuma imibhalo yokuthengisa. Njengomakethi hhayi omele ukuthengisa, angikaze ngibe nomdlandla lapho iqembu lami lokuthengisa lithi, "Ngabe uyenzile le SOW ukuze ngiyithumele ngaphezulu?".

I-PandaDoc: I-Document Automation Software

I-PandaDoc iyisoftware yedokhumenti ezisebenza ngobuso bonke eyenza lula inqubo yokwakha, yokuvuma, nokusayina iziphakamiso, izingcaphuno nezinkontileka. 

panda doc imibhalo yokuthengisa 1

NgePandaDoc, ibhizinisi izinzuzo zihlanganisa:

  • Dala amadokhumenti okuthengisa ngokushesha - dala iziphakamiso ezinhle, izingcaphuno ezisebenzisanayo, noma izinkontileka ngemizuzu ngesihleli sokuhudula nokudonsa sePandaDoc nokulayishwa okukodwa.
  • Qoqa ama-eSignature ngawo wonke amacebo - shintsha ukugeleza kokusayina futhi unikeze isipiliyoni samakhasimende angenasici sokwamukela isiphakamiso noma ukusayina inkontileka kunoma iyiphi idivayisi.
  • Yenza lula ukugunyazwa nezingxoxo - Nika amandla ukusebenzisana nababuyekezi bangaphakathi nabangaphandle ngokugeleza kokuvunyelwa, ukukhanyisa kabusha, ukulandelela inguqulo, nokuphawula.

NgoMashi, iPandaDoc yethule i- umkhiqizo wesiginesha wamahhala wamahhala ukwenza amabhizinisi akwazi ukuthola amadili kalula ngesikhathi sobhadane lwe-COVID-19 futhi abhekane nesidingo esiphuthumayo sokuthengiselana okungathinti. Imakethe iphendule ngamashumi ezinkulungwane zokubhaliswa nokusetshenziswa komkhiqizo ngezinga eliphindwe kabili lesilinganiso.

NgePandaDoc, unazo zonke izici ozidingayo kusuka kusiphakamiso ngokuqoqa:

  • Iziphakamiso - Lula inqubo ukudala iziphakamiso.
  • Quotes - Dala izingcaphuno ezisebenzisanayo, ezingenamaphutha.
  • Izinkontileka - Dala izinkontileka ngokushesha ngezifanekiso ezivunyiwe ngaphambilini.
  • eSignatures - Gcina isikhathi futhi ugcine amadili ahamba nama-eSignature.
  • Izinkokhelo - Qoqa izinkokhelo ezinamasiginesha ukuze ukhokhelwe ezinsukwini ezimbili nje kuphela.

Namuhla, akwanele ukuvele unikeze ama-eSignature. Inani eligcwele litholakala ngaphambi, ngesikhathi, nangemva kwesiginesha ngokuhamba komsebenzi, ukuqonda, isivinini, kanye nesipiliyoni somsebenzisi wokugcina. Imakethe ayifuni uhlelo lokusebenza lwesici esisodwa. IPandaDoc ihola imakethe ngokugxila kusixazululo sendawo eyodwa esifaka amasiginesha e-elekthronikhi kanye neminye imibhalo emisha emisha, ngenkathi iqhubeka nokubeka amakhasimende ethu phambili njalo.

UMikita Mikado, oyi-CEO kanye noMsunguli We-PandaDoc

Futhi, iPandaDoc inikeza ukuhlanganiswa kuzo zonke ezinye izinhlelo zakho zangaphakathi zokuphathwa kobudlelwano bamakhasimende, ukuphathwa koxhumana nabo, ukuphathwa, ukukhokhisa, ukugcina, noma ukukhokha:

  • CRM - I-Salesforce ne-SalesforceIQ, i-Pipedrive, I-Hubspot, Zoho, Copper, Microsoft Dynamics, Zendesk Sell, Insightly, Nimble, SugarCRM, neFreshsales.
  • Inkokhelo - Umugqa, i-PayPal, Authorize.Net, Square, kanye ne-QuickBooks Payments.
  • Storage - I-Google Drayivu, Ibhokisi, neDropbox.

IPandaDoc nayo inikela I-Sign-On Yodwa (SSO - SAML 2.0) kufaka phakathi i-Okta, i-OneLogin, i-Microsoft Active Directory, i-Google Identity Platform, nokuningi. Banikeza nabambalwa impela Izixhumi zeZapier ukuhlanganisa noma ikuphi.

Bhalisela Isilingo Samahhala se-PandaDoc Sezinsuku eziyi-14

Ukudalulwa: Singabanxusa be- I-PandaDoc

UCABANGANI?

Le sayithi isebenzisa i-Akismet ukunciphisa ugaxekile. Funda ukuthi idatha yakho yokuphawula isetshenziswa kanjani.