PandaDoc integrates with Zendesk to simplify customer service paperwork
One of the problems with business software is that it tends to exist in compartments when it would make life much easier for users if it all worked together.
Sales document creation specialist PandaDoc is launching a new add-on to integrate its software with the Zendesk customer service platform.
"PandaDoc's heritage in enabling stronger, more results-driven document collaboration between sales and marketing teams makes us a natural partner for Zendesk. Through this integration, we’re now empowering customer service agents to do their jobs better by making traditionally mundane paperwork processes, like securing e-signatures, much simpler and faster," says Mikita Mikado, Co-Founder and CEO of PandaDoc.
Administering customer support documentation -- particularly securing electronic signatures -- from within Zendesk can be a challenge. Service agents may find themselves spending too much time switching between applications to send various document types, plus document-related details aren't connected back to Zendesk.
Using PandaDoc enables form fields to be automatically filled using previously supplied information, saving time and effort when Zendesk users are creating things like NDAs or contract renewals.
In addition, the PandaDoc integration means that documents and document-related information will now be part of the comprehensive information available to service agents. End-customers will also have the option to access these documents themselves, an important capability for outsourcing organizations offering branded self-service communities through Zendesk.
"PandaDoc greatly simplifies the paperwork tasks involved in customer service. This not only increases the efficiency of service agents, but also helps organizations maximize their Zendesk benefits including delivering greater customer convenience, building stronger relationships and generating more revenues," adds Mikado.
You can find out more about PandaDoc and sign up for a 14-day trial on the company's website.
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