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    91 pandadoc logo jobs found, pricing in USD

    ...key in this role. You will need to excel in conveying information effectively via email and know precisely when to escalate matters to a phone call for swift resolution. Your knack for concise and articulate communication will ensure seamless collaboration across our team. In addition to SOP management and communication prowess, you will leverage AI tools and platforms like Recurpost, Typeform, Pandadoc, and Asana to drive productivity and maintain organizational excellence. Your responsibilities will span from managing client emails and scheduling meetings to conducting research and overseeing bookkeeping tasks. By joining our team, you will not only support our ambitious goals but also contribute to meaningful advancements in healthcare, particularly in women's healthcar...

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    I need a data entry expert with an emphasis on financial records. The task requires entering and analyzing data from Excel files and Salesforce into our system. Key Responsibilities: - Input large volumes of financial data with high accuracy - Ensure all financial information is coded and formatted correctly - Analyzing and troubleshooting any data inconsistencies - Quote creation on PandaDoc Ideal Candidate: - Expert in handling Excel files and Salesforce - Strong analytical skills and attention to detail - Previous experience with financial records is preferred.

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    I need a data entry expert with an emphasis on financial records. The task requires entering and analyzing data from Excel files and Salesforce into our system. Key Responsibilities: - Input large volumes of financial data with high accuracy - Ensure all financial information is coded and formatted correctly - Analyzing and troubleshooting any data inconsistencies - Quote creation on PandaDoc Ideal Candidate: - Expert in handling Excel files and Salesforce - Strong analytical skills and attention to detail - Previous experience with financial records is preferred.

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    ...generate contracts via PandaDoc. Core Functionalities: WhatsApp Integration: The chatbot will be added to WhatsApp group chats, with each group corresponding to a specific project. Conversation Management: It will record and summarize all chat conversations, categorize the information, and update relevant project details on Monday.com. Selective Interaction: The bot will only respond to direct mentions in the chat, providing answers or updates when prompted with an '@' mention. Client-Specific Updates: Utilizing phone numbers or names, the chatbot will identify clients and provide them with updates relevant to their specific projects. PandaDoc Contract Generation: Upon project milestone completion or agreement within the chat, the bot will generate contract...

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    We are looking for a freelancer who is familiar with Make.com. We want to build a scenario to connect Close and Pandadoc. The idea is that we create our quotes through Pandadoc. Once the quote is created, it is sent to the sales person. He can check the quote and if he confirms the document, then it will be sent to the customer. For this we need a scenario at : Trigger: the sales person clicks "Close" and sends the offer to the prospect. Action: It is detected that the offer was sent via Pandadoc. Then the dropdown custom field should be set to the selection option "Quote sent" in the opportunity for the lead in Close.

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    ...of genius is not in the demanding (the demands are in the details) administrative work that takes me away from innovating and growing the business. I am looking for an EVA who can take things off my plate without compromising the quality so I can invest my time elsewhere. This Eva position will require posting to social media platforms via Recurpost, working with platforms such as Typeform, Pandadoc, Asana, Canvas, Squarespace, Acuity, and Microsoft 365 (Outlook, Word, Excel, PowerPoint, SharePoint). Additionally, administrative tasks such as managing clients emails. Scheduling meetings, research, bookkeeping, etc. You pride yourself on being an efficient self-starter. Processes and systems are your middle name and there is only one quality you put your name on - high quality...

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    This project entails the integration of Zoho CRM and PandaDoc to create a seamless proposal management workflow. Through this integration, proposals created in PandaDoc will be synchronized with Zoho CRM deal records. This ensures accurate and efficient tracking, thus enhancing the proposal management process, from creation to final approval. Key Aspects of the Project - Custom buttons and status-driven actions within Zoho CRM. - Alert and warning systems for deal duplicates and proposal statuses. - Automatic synchronization between PandaDoc and Zoho CRM, such as proposal ID, link, and status. - Streamlined approval and revision processes involving both sales enablement representatives (SER) and sales account executives (SAE). - Comprehensive field updates upon propos...

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    Pandadoc Zendesk Integration Project I need someone to make documents in Pandadoc fillable with info from Zendesk sell. I prefer someone who already has experience in this. Preferred Method of Integration: - API integration Support for Configuration: - Yes, I need support to configure the integration Use of Custom Fields and Triggers: - Yes, I plan to use custom fields and triggers for automation Ideal Skills and Experience: - Experience with API integration between Pandadoc and Zendesk - Proficiency in configuring and setting up integrations - Knowledge of custom fields and triggers in Zendesk for automation purposes

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    ...deal in HubSpot using PandaDoc, you will need to utilize the PandaDoc API along with the HubSpot API. Here's an overview of the steps involved: Set up PandaDoc API: Register and obtain API credentials (API Key) from the PandaDoc Developer Center (). Familiarize yourself with the PandaDoc API documentation to understand the endpoints and authentication process. Create a contract template in PandaDoc: Use the PandaDoc API to create a template with the required fields and placeholders. Define the roles and recipients involved in the signing process. Build the webpage and form: Create the webpage on your website where visitors can fill out the information. Design a form that captures the necessary data from visitors. Implement the ...

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    ...integrate with our existing systems and tools. We need someone who is experienced in setting up processes that save us time and effort, and promote operational efficiency and success. Here is a first glance at our high-level processes. You would get the details when the project starts: https://miro.com/app/board/uXjVM_biYlM=/?moveToWidget=3458764558584350522&cot=14 There are mainly 2 triggers (PandaDoc contract + filled out Asana Onboarding Form)....

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    I'm looking to create a brand package to set the tone and personality for my personal brand. I already have some existing elements – namely a logo that could use a little development – and I'm looking for more. Specifically, I want to add a color scheme and typography to complement my existing logo. I'm also looking for graphic elements that can fill out webpages and online agreements I'm building in PandaDoc. I'm looking for someone with great attention to detail to help build out this brand package. The goal is to create something unique and visually compelling that will reflect my personal brand. We teach natural building - cob - so the style needs to be very earthy - elements of our building materials - clay, sand, straw, stone ...

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    Need integration between Pipedrive CRM and PandaDoc Quoting. We have both subscriptions and need an expert in setting up PandaDocs and then integrating with Pipedrive document creations. If this 1 document is successfully linked by the #Freelance then there will be much more work

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    A platform should have similar features as PandaDoc and Proposify.

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    Looking to have certain automations created within hubspot , some of the below - Have a report generated that shows how many pandadoc documents have been created ( quotes ) for each user - Have a report generated that shows how many site meetings have been booked - Automations around customer contact points - Creation of a sales workflow with automations Currentely already have a number of autmations and workflows built both within hubspot and utilising zapier plus others.

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    ...and be familiar with software such as PandaDoc, Pitch Decks, and Presentations. The successful candidate must have excellent communication and organizational skills, as well as a passion for creating visually stunning documents. What you will do: - Create documents and presentations that convey ideas clearly and effectively - Create visually appealing designs using software such as PandaDoc, Pitch Decks, and Presentations - Collaborate with other creatives and stakeholders to ensure documents are of the highest quality - Present documents to clients for review and feedback - Meet deadlines and remain organized in a fast-paced environment What you will need: - Experience with document and presentation design - Familiarity with software such as PandaDoc, Pitch Dec...

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    I have a lab management system in laravel. i need to be able to upload test template as pdf and be able to edit them like on docusing or on pandadoc. so the lab manager will upload the template design in in pdf or word format and then edit it to add the test results.

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    ...write the pdf back to a pdf with it's formatting preserved and the field tags added. Then the code needs to upload the output pdf to PandaDoc using the PandaDoc API. When uploaded, the signature fields and date fields must have signature and date boxes on them respectively. Requirements ------------------------ - code must be written in java using JDK 8 - code must be neatly written, formatted and commented - code must work when tested on any pdf form with signature and date fields. Will be testing the code using the IRS Form 8879 and GA Form 8453. A form 8879 and GA 8453 will be provided for testing the code during development - field tags must match the PandaDoc field tag format shown here: - all data from

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    ...the pdf back to a pdf with it's formatting preserved and the field tags added. Then the code needs to upload the output pdf to PandaDoc using the PandaDoc API. When uploaded, the signature fields and date fields must have signature and date boxes on them respectively. Requirements ------------------------ - code must be written in java using JDK 8 - code must be neatly written, formatted and commented - code must work when tested on any pdf form with signature and date fields. Will be testing the code using the IRS Form 8879 and GA Form 8453. A form 8879 and GA 8453 will be provided for testing the code during development - field tags must match the PandaDoc field tag format shown here: - all data from

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    We have a business process whereby: - PDF document is completed and checked with a client - Google sheet tables are completed and checked with a client - Once approved, the PDF and Google Sheet tables are uploaded to PandaDoc for digital execution. There are a lot of steps here that are inefficient. What I'm looking for is a solution to take out a lot of the manual steps and see if these processes can be completed within a PandaDoc Template. I'm looking for a PandaDoc developer that can streamline these business processes

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    Looking to develop a Bigcommerce app or Shopify app that integrates a form filler API (such as PDFfiller or Pandadoc) and generates a fillable PDF that the purchaser can download. Candidates should state their preferred ecommerce platform, and the document filler API that they intend to use for the app. Thank you.

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    take a look on the list of software here top alternatives are DocuSign alternatives include: Juro HelloSign signNow Adobe Sign PandaDoc We are looking for online Sign and document editor which will let us fill up the details of the document and generate the PDF for that document or may be generate other formats.

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    I am looking for someone who is knowledgeable and expert in setup Adobe Sign for business. I have an editable PDF that contains a fairly complex set of conditional rules and need URGENT support to fix or replace the document. Because there is limited time I need someone with strong critical thinking skills who can interpret the conditional rules from the text and run...language or VERY proficient. The document is 44 pages long with over 100 data fields, all of which have already been named and properties set. The best outcome is that you can identify why the rules are not working and it's a quick fix. The worst case scenario is having to review the properties for every field. Will consider another eSign solution if it will make the project easier (Docusign, Pandadoc, Hel...

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    We are looking for someone with expertise in creating documents for client signing using Pandadoc Api. These Apis will be used on a the company web pages and also shared with clients through links. The person should be well versed with Pandadoc and the management and creation of Api's

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    Hi - Looking for someone to build a website using Webflow and create and build API's/Webhooks using Postman for below third party applications Copper Slack PandaDoc DataRobot or Dataiku PowerBI or Tableau MongoDB Intercom Stytch

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    Hi Gopal J., I noticed your profile and would like to offer you my project. I have a small digital marketing agency and I need to set up Xero, I use Gohighlevel as well as Pandadoc and stripe. I am in Australia. We can discuss any details over chat.

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    hello this is an expansion of our site and CMS look at the 3 zips all LAMP/igniter you will work on our live server your own FTP and DB 2 weeks to finish ALL you have to show progress every working business day at end of day report Also budget is $1000 for this ( read all 3 zips before you bid ) NOTE: Zoho API is replaced with PandaDoc . We will give you sandbox access . please make sure you read all specs and or ask questions if you want us to just chat with you.. you are not serious we will delete your bid ask releveant questions we will answer if you do not ask .. you are not serious and a time waster we will explain you must do all what is in screenshots and text this is simple fun project not complicated at all "YOU MUST STATE: " I HAVE LOOKED AT ALL SPECS AND MY ...

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    We are seeking an experienced Pandadoc user to design & create 2 or 3 document templates within our Pandadoc app. The main document being our Sales Quote Proposal; including Terms & Conditions along with deposit & balance payment links embedded within the template. Subsequent documents will include our Consent Form & a Preferred Partner Agreement. We may add further documents over time as opportunities to automate various communications become apparent.

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    We are a service based business with a sales team and install team. I would like to build out ...will auto send them the information along with a detailed job layout for supplies and such. I also want it to contact the customer via SMS and Email to let them know each step along the way. We currently use paper contracts and take pictures of the job site. I'd like to be able to upload all of this to the customer "file" or CRM contact area for future use if needed? We will use jotforms or pandadoc to capture contract signatures. This is a gutter company that it will be used for. We have used a lot of CRMs and don't like many, figure we will go with some custom Gohighlevel or maybe customized Pipedrive? Needs to be easy to use, easy to teach, and needs to cut o...

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    Hi Soumen J., Keen to chat about implementation of salesforce for a couple of sales people, integration to sharepoint and docusign or pandadoc... plus display of a dashboard that gets data externally via database connection. Does this sound like a job for you? thanks... Laurie

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    Hi Ritu M., Keen to chat about implementation of salesforce for a couple of sales people, integration to sharepoint and docusign or pandadoc... plus display of a dashboard that gets data externally via database connection. Does this sound like a job for you? thanks... Laurie

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    Hi Divyesh S D., Keen to chat about implementation of salesforce for a couple of sales people, integration to sharepoint and dousing or pandadoc... plus display of a dashboard that gets data externally via database connection. Plus more Does this sound like a job for you? thanks... Laurie

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    Hi Deepika, Keen to chat about implementation of salesforce for a couple of sales people, integration to sharepoint and dousing or pandadoc... plus display of a dash board gets data externally via database connection. Does this sound like a job for you? thanks... Laurie

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    We need to set 3 documents in pandadoc we need to autofill the document from a form and than allow the customer to sign them

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    We are looking for someone who could help us develop an e sign module to embedde in our bubble app. The solution would be the one proposed by PandaDoc

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    We have already started the devlopment of our app on the bubble platfor. We are now struggling on how to integrate a esignature feature. We want to use the pandadoc solution.

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    - Pandadoc - Activecampaign - Woocommerce - Wordpress - API (Very important) You will have to integrate Pandadoc, and Activecampaign so that it can work along side woocommerce, the purpose is to automate our document signing, so that its a part of the checkout process, Short explanation, the system adds our customers to our CRM (activecampaign) from woocommerce when they start checkout, and instead of it being a traditional checkout with payment being processed it has to be integrated with pandadoc and activecampaign, to confirm that a document has been signed and they will then be tagged in active campaign, theese will be custom steps in the checkout process, the entire flow is visualized in the attached file. You can read more in the attached file: Aston (Payment f...

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    I would like to have a market research on different business cases around eSignature, covering Telecom / Government and Banking on the use of Signature. at least 10 business case for each of the telecom / Government and Banks The research should include the following vendors business cases DocuSign HelloSign signNow PandaDoc Formstack Sign Adobe Sign finally, the pricing model for each of the above providers.

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    Angular & NodeJS expert needed for PandaDoc Sign e-signature.

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    Hi, I need someone to convert Pandadoc to Pipedrive for me. I want Pipedrive to automatically send documents with e-mails from Pandadoc, when the status of a deal changes.

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    Hello, I'm looking to get my Zoho CRM customized and integrated with PandaDoc. The following areas need to be customized: Layout Views Field Validation Product Creation I've attached a brief with all the specific details. I'd like this project to be started immediately and completed by tomorrow. Thank you Jonathan

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    We are going to be developing a Panda Doc online proposal and are looking for someone who has previous Panda Doc experience. If you do please share a link to your portfolio. We are currently putting a requirements document together If you do not have any Panda Doc designs to show us please do not place a bid

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    I need a site like pandadoc, Files editing by multiple users File sharing by multiple users Creating groups Managing users File management etc

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    ...SEMrush and how to analyse keywords and Google ranking) - Setting up marketing CRMs (Hubspot, Ontraport) - Creating surveys and questionnaires (Survey Monkey, ) VIDEO - Video editing (Premiere Pro, After Effects) _ Video storyboarding - Client interviews for testimonials GRAPHICS - Producing slide decks - Creating infographics - Setting up stunning proposals (Proposify, PandaDoc, etc) NUMBERS - Advanced use of Excel, Klipfolio - Setting up dashboards and calculators FINANCIALS - Financial projections and analysis - Cash flow analysis - Sales projections - Commission structures - Business plan elements We would love a couple of top professionals to join our team on a regular basis. They need to be committed and top quality performers who: - Excel ...

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    Gulf Tax Accounting Group (GTAG) uses Pandadoc to send proposals. We would like to make the front page as eye-catching as possible, with a high degree of professionalism and linking in the company logo and colours. GTAG provides Tax, Accounting and Finance consulting services in the Middle East. We typically show the name of the client company, the document date and the name of the sender on the front cover - the rest is up to you! Submissions should be in PNG format, A4 sized (portrait). Winner should provide editable files for future use (InDesign format preferably).

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    We do have AdobeXD design converted to Responsive HTML pages. We do need React application developers to help with programming the logic and making the website available on Amazon AWS. Website has API integration with third party API providers (Pandadoc, ShoCard, UpWork), integration with microservices running in AWS API Gateway, Lambda, DynamoDB on Python codebase.

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    We are looking for a Pipedrive integration specialist to implement Pipedrive with Pandadoc,stripe and other automation tools to be fully operational. Currently using Zoho. We need consulting recommandation on Import of data(deals, contacts) and other issues relating to Pandadoc archived quotes. Also looking for training for our team members.

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    I am looking for a person to conduct the following; 1) Upload/Rewrite document...automatically 3) Ensure each form has an e-sign or acknowledgement feature 4) Create and maintain an inventory of forms hosted on Pandadoc, including form name, what are the textfields, textfield types, description of the textfield type 5) Provide input to developer to host form and textfield on webpage 6) Initiate e-sign to user by sending email to user to e-sign 7) Create automated email workflows when forms, textfields and e-signs are completed 8) Create automated email workflows when forms, textfields, e-signs need to be completed 9) Use a CRM like Active campaign (to be provided) to create email workflows Interested applicant must complete one trial upload of a document on pandadoc, includi...

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    We currently complete the editable PDF and supporting Google Sheet annexures then upload these documents to Pandadoc for execution/signing. What we need is to create a Pandadoc template inclusive of the editable PDF and Annexures so that the whole document is completed within Pandadoc. I note the .xlsx document uploaded is a guide and I can share a Google Sheet with the exact annexures we need included.

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    We currently complete the editable PDF and supporting Google Sheet annexures then upload these documents to Pandadoc for execution/signing. What we need is to create a Pandadoc template inclusive of the editable PDF and Annexures so that the whole document is completed within Pandadoc. I note the .xlsx document uploaded is a guide and I can share a Google Sheet with the exact annexures we need included.

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