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.
How to integrate
From within Automations, click the + sign to Add a New Action, then click CX Apps in the left panel.
