In the dynamic world of customer relationship management (CRM), keeping your processes efficient and seamless is key. RT Dynamic introduces RT PandaDoc, a powerful plugin that allows you to integrate PandaDoc, a leading e-signature solution, into SuiteCRM. This integration offers a straightforward and effective way to manage your document signing needs directly within your CRM environment.
The Power of Integration
RT PandaDoc simplifies your workflow by allowing you to send documents for signature directly from SuiteCRM. This eliminates the need to switch between multiple apps, saving you time and reducing the risk of errors. The plugin is compatible with SuiteCRM version 7.12.2, ensuring it meets the latest standards of CRM software.
Effortless Document Mapping
Once your PandaDoc templates are synced with SuiteCRM, you can easily map these templates against any module’s fields, from Contacts to Opportunities. This flexibility is enhanced by the RT PandaDoc Mapping module, which allows users to customize these mappings according to different scenarios and requirements.
Tracking Document Progress
The purpose-built module gives you the ability to monitor the status of each document sent for signature. You can track each stage of the process, from ‘sent’ to ‘viewed’ and finally ‘completed’ or ‘declined’. This level of transparency ensures you are always informed about the status of your agreements.
Despite development being suspended, RT Dynamic continues to provide support for the latest release of the RT PandaDoc plugin. For any queries or concerns, users are encouraged to reach out to product.support@rtdynamic.com for assistance. Alternatively, users can create a support case for more personalized support.
Conclusion
The RT PandaDoc plugin represents a significant enhancement for businesses using SuiteCRM, by transforming the e-signature process into a faster, more efficient system. For businesses interested in seeing how this integration can benefit them, a demo can be requested directly from the RT PandaDoc page.
Simplify your digital workplace environment today and ensure your business remains at the forefront of technological advancement with the RT PandaDoc integration.