Apps and Integrations
NativeTwo-Way

Integrate PandaDoc with ActiveCampaign

Streamline your sales process by simplifying how you create, customize, approve, track and eSign stunning sales documents, all within ActiveCampaign.

Create stunning customizable documents effortlessly

Spend less time building and customizing documents and more time focusing on growing the business. Start with a template, upload an existing document, or use PandaDoc to build from scratch. These quotes, proposals, and contracts will automatically populate with accurate data from ActiveCampaign. Even when the details of an opportunity are changed in ActiveCampaign, all it takes is one click to update documents with the latest information.

Automate document processes and allow teams to focus on building relationships that matter

Make it easy for your sales team to create, track, and eSign documents, all within ActiveCampaign. A smooth end-to-end workflow automates tasks and keeps teams producing consistent collateral. Lock content on documents, use a signing order, and set approval rules to check all the boxes while still getting quotes, proposals, and contracts out in a timely fashion.

Easily collect legally binding signatures with eSign

When it comes to getting a deal signed, there’s no need to pay for two tools. All PandaDoc plans include legally-binding and enforceable electronic signatures. Effortlessly send contracts and agreements for eSignature right from ActiveCampaign. Add auto-reminders and expiration warnings to automate document follow-up. Your prospects can view and sign documents on any device or even in-person.

Features

  • Create professional, error-free proposals with pre-built templates and a drag & drop library of content
  • Generate, send & eSign quotes. Allow recipients to select from multiple choices or edit quantities in the pricing table
  • Redline contracts by leaving comments on sections of a document or use chat to negotiate and collaborate with ease
  • Save time with built-in, legally binding eSignatures
  • Analytics provides insight into when your document was opened, viewed, and completed

Try ActiveCampaign for free

Instant set-up. No credit card required.

Generate documents directly from ActiveCampaign

Automatically create, send, and track documents within ActiveCampaign

Bring your imagination to life with the ActiveCampaign API.

Go to Developer Portal 

Try ActiveCampaign for free

Instant set-up. No credit card required.