PandaDoc Integration

The PandaDoc is a service that offers more than just eSignature software. It provides a platform that allows users to improve the speed and security of their documents by seamlessly collecting electronic signatures. With PandaDoc, users can collect eSignatures wherever they are, whether in the office or on the beach halfway around the world. The service also offers over 450 templates designed to save time when creating invoices or agreements for eSignature. PandaDoc Forms empower teams to work more efficiently and manage workflows with ease, allowing users to collect eSignatures directly from custom-built forms that can be embedded into websites or shared directly with a link. The service also provides an effortless document creation process with a user-friendly editor that allows users to simply drag-and-drop eSignature blocks, embed rich media, upload product screenshots, and more, all while keeping things on-brand.

The Magento 2 integration with PandaDoc helps many Adobe Commerce merchants  who have to deal with different contracts or work signature procedures as part of the purchasing process such as signatures of contractual conditions, purchase agreements, warranty or service contracts. The integration also allows for seamless document creation with the PandaDoc service which enables users to easily add eSignature blocks, rich media, and product screenshots while maintaining brand consistency. With the ability to collect eSignatures directly from Adobe Commerce part of the payment process,  merchants can streamline their workflows and improve document security. Overall, the Magento 2 integration with PandaDoc offers a comprehensive solution for merchants looking to enhance their eSignature capabilities and simplify their document management processes.

Account & Pricing

An additional PandaDoc account account is required, and additional fees apply. The account is not created during extension installation. To create an Account please visit the signup page. The plans and pricing information available at the official PandaDoc website.

Features

• Seamless document creation with the PandaDoc templates editor
• Ability to use PandaDoc's powerful templates, roles, and variables
• You can define conditions for each template in the same way as the Adobe Commerce cart price rules
• Each template can be applied to a specific customer group or website
• The flexible document template system allows for multiple documents to be required for signature
• Ability to use product attributes for document signature conditions
• The customer service team can view signed documents on the order view page of the Adobe Commerce Admin panel
• Easy addition of eSignature blocks and rich media while maintaining brand consistency