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PandaDoc Is Now Integrated with Zendesk
Thew integration simplifies document-related tasks from within Zendesk.
Posted Jun 11, 2015
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PandaDoc has integrated its full-cycle sales content automation software with Zendesk's customer service software. Using PandaDoc as a Zendesk add-on will enable Zendesk users to streamline the creation, delivery, and tracking of all customer service-related documents, right from within the Zendesk solution.

Zendesk solutions enable ticket management, customer self-support, and data analytics. With Zendesk, service agents have a consolidated view of all individual customer interactions, across all channels.

For contract renewals, PandaDoc enables form fields to be automatically filled when previously supplied information. In addition, the PandaDoc integration means that documents and document-related information will now also be part of the comprehensive information available to service agents. End-customers will also be able to access these documents themselves.

"PandaDoc's heritage in enabling stronger, more results-driven document collaboration between sales and marketing teams makes us a natural partner for Zendesk. Through this integration, we're now empowering customer service agents to do their jobs better by making traditionally mundane paperwork processes, like securing e-signatures, much simpler and faster," said Mikita Mikado, co-founder and CEO of PandaDoc, in a statement. "PandaDoc greatly simplifies the paperwork tasks involved in customer service. This not only increases the efficiency of service agents, but also helps organizations maximize their Zendesk benefits, including delivering greater customer convenience, building stronger relationships, and generating more revenue."

This latest integration follows a similar deal with Salesforce struck last month.


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