Connect
Overview
PandaDoc enables your fast-moving teams with a simple, sophisticated and all-in-one solution to efficiently manage document creation, editing, and e-signing.
Chargebee supports the following features in this integration:
- You can configure a contract template in PandaDoc with all the specifics of fields and blocks, where you want the customer to sign.
- Map the fields from Chargebee's quote to the fields in the PandaDoc template, so that, each time you send out Chargebee's quote as a contract in PandaDoc, the fields automatically get pre-filled along with the sender's signature.
- Send the Chargebee quote as a contract via PandaDoc.
- PandaDoc automatically follows up until the customer e-signs the contract.
- Set actions on Chargebee to change the quote's status to 'Accepted' or automatically 'Create a Subscription' with Auto Collection OFF.
