The PandaDoc integration adds a new level of functionality in the CRM enroll & forms module. It supports a more streamlined workflow with the integrations of functions such as document builder and electronic signatures. With this integration, it enables your institution's key documents to be sent, annotated and signed back in a secure and professional way.
To complete the integration, kindly follow the steps directed below.
STEP 1: Log In to PandaDoc Account
If you are new to PandaDoc you can sign up for a trial account.
STEP 2: Obtain API Key
Navigate to Settings > Integration > API > Enable
STEP 3: Generate API Keys
You can generate either Sandbox or Production Keys. Copy the API key once generated.
STEP 4: Integrate with Classe365
Log In to the Classe365 account as an Admin (Super Admin) and navigate to Settings > Apps > PandaDoc > Paste the Copied API Key
Creating PandaDoc Documents For CRM Submissions
The data fields in Classe365 can be linked to PandaDoc, allowing for a custom approach in creating and sharing documents. Essentially, it uses the applicant's submitted data to complete the document's data variables.
The following instructions details out how the linking works.
STEP 1: Find out all the CRM Form Attributes
Log In to Classe365 and navigate to CRM Forms & Module > Add/Edit Form > Form Attributes
Take note of all the attribute labels you intend to use for the PandaDoc Document.
STEP 2: Apply the Attribute Labels in a PandaDoc Template
When creating a template, you can add a "Token" for linking the Classe365's Field Labels. The token is formatted as follows - [Classe365.Field Label] .For example, the field label in Classe365's CRM is First Name , then the corresponding token in PandaDoc should be [Classe365.First Name]
The tokens, by default, are added in the Tokens tab, when you write a field label using the mentioned format.
STEP 3: Generate PandaDoc Documents from Submissions
In your Classe365 account, navigate to Modules > CRM Forms Module > Submissions > Select Submissions > Create PandaDoc Documents
NOTE: Only 10 documents can be generated in bulk.
STEP 4: Review Documents and Send in PandaDoc
Upon creating PandaDoc documents, login to PandaDoc, and navigate to Documents
Applications created will be in Draft Status. When you click on the document title, you should find all the information from CRM Form Fields in the document. Once the information is verified, you can then proceed to hit "Send".
Upon sending, the recipient gets a document where they can put e-signature and submit the document.
That's all for now :)
If you need any help please contact us on firstname.lastname@example.org