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.
INTEGRATIONS STEPS
STEP 1: Log in to your 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 detail 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
Log In to PandaDoc and navigate to Templates > Create 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]
Aside from tokens, you can also add "Fields." Fields are not connected to any Classe365 information. This means you are requiring users to submit the information directly in the document itself. For example, if you require the students to put in their Signature or Date in the document.
If you're using Fields, PandaDoc will require you to identify roles who will fill this information out. There are 2 roles that can be managed in this integration:
End User - This is the person who will sign or fill out the information.
Ex. Student or Applicant
Admin - This is the person who is managing or sending out the document.
When adding roles to a field, you will need to identify if they are the End User or the Admin.
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.
Creating PandaDoc documents from Students Module
1) Gather Student Fields
Go to Modules > Student Fields
Make a note of the student field labels to use in the PandaDoc template.
2) Create PandaDoc Template
Now, go to PandaDoc account, "Add Template" and insert the data variable.
For example, if you want to include the student's "Admission Number" in your template, you'll need to set the data variable as [Classe365.<STUDENT_FIELD_LABEL>]
For Signatures, you can drag/drop a signature field into the template;
And assign the role.
3) Create PandaDoc Template For Students
After saving the template in your PandaDoc account, head over to Classe365 account, and navigate to Modules > Students
Filter or select the student records by checking the checkboxes, and from the bulk dropdown menu, select "Create PandaDoc Document".
Select the "Template" and either send document from Classe365, or just save in "Draft".
If you've saved the document in "Draft" you'll need to log in to your PandaDoc account and then complete sending the document after verifying.
That's all for now! :)
If you need any help please contact us on [email protected]