PandaDoc Connect App Gives QuickBooks Users Hub to Manage Workflows

The latest addition to QuickBooks Online Advanced Premium Apps is the PandaDoc Connector by QuickBooks. This is the newest capability in a series of exclusive integrations designed to make QuickBooks Online Advanced a hub for managing all of the workflows that help customers work smarter and grow faster – all from one place.

The PandaDoc Connector by QuickBooks allows QuickBooks Online Advanced users to easily customize vendor or customer-facing forms. It also helps to save time with automated document creation, tracking, and e-signature – all from within a single platform.

A recent Intuit

“This advancement is yet another proof point of how we are enabling mid-sized businesses to benefit from all of the bells and whistles of a customized financial management system that fits their unique needs,” said Kelly Vincent, QuickBooks vice president of mid-market small business at Intuit. “The functionality that we are developing on our QuickBooks Online Advanced platform, through connectors like PandaDoc, meets the growing demands of our customers at a fraction of the cost of our competitors.”

PandaDoc offers a library of pre-selected, fully customizable templates with drag and drop simplicity, so that customers can create professional and on-brand forms easily, only sharing what’s necessary to external partners. PandaDoc also provides enhanced document management capabilities for tracking up-to-date document statuses and collecting legally binding e-signatures to streamline workflow and maximize efficiency.

Key Customer Benefits

Manage all business document needs in one place.
Customize existing templates or create and save new ones.
Auto-fill forms with up-to-date info from QuickBooks Online Advanced.
Send sales forms with e-signature and payment options.
Check document status on either QuickBooks Online Advanced or PandaDoc platforms.

The PandaDoc Connector is available at the App Store.