PandaDoc Announces Integration with QuickBooks Online Advanced

PandaDoc Connector by QuickBooks Enables Seamless Document Creation and Management for Users of Popular Accounting Software

SAN FRANCISCO, March 02, 2022 (GLOBE NEWSWIRE) -- PandaDoc, the leading all-in-one document workflow automation platform, today announced that with the PandaDoc Connector by QuickBooks app, PandaDoc now integrates with QuickBooks Online Advanced, Intuit’s leading financial management platform for mid-sized businesses.

The PandaDoc Connector by QuickBooks app lets QuickBooks Online Advanced (QBOAV) customers create custom templates for specific business needs, merge contracts capability with eSignature and track document status—all from within the QuickBooks platform. Customers will be able to customize vendor and customer-facing documents and save time with automated document creation. Through this integration, growing businesses will be able to leverage the combined power of PandaDoc and QuickBooks to create, track, and sign business critical documents easily and efficiently.

“Our integration with PandaDoc is another step towards delivering solutions that fit the specific needs of mid-sized businesses with ease and efficiency,” said Kelly Vincent, QuickBooks Vice President of Mid-Market Small Business at Intuit. “The flexibility of PandaDoc, coupled with the goodness of QuickBooks Online Advanced, enables our platform to become the single source of truth for document management.”

The PandaDoc Connector by QuickBooks app allows QuickBooks Online Advanced customers to:

  • Easily customize the look and feel of templates with different font colors and sizes and logo images, format the products and services table, and choose from a library of templates, editing those as needed
  • Automate document creation based on key QuickBooks workflows
  • Choose which data fields to show customers versus data to capture for internal reporting only
  • Better ensure document accuracy, including all data embedded in a document
  • Get insights and notifications when a customer eSigns or engages with a document and the status of the document changes

“The powerful combination of PandaDoc and QuickBooks technology lets customers connect their QuickBooks Online Advanced invoices to beautiful customer-facing documents,” said Nate Gilmore, CRO, PandaDoc. “Businesses today seek to maximize their time and automate everyday business tasks. Getting business documents e-signed and automating data collection, invoicing, and payments is a great time saver.”

For more information, visit PandaDoc Connector by QuickBooks

About PandaDoc
Since its founding in 2013, PandaDoc has been on a mission to empower growing businesses to thrive by taking the work out of document workflows. PandaDoc provides an all-in-one document workflow automation platform with eSignature capabilities. PandaDoc helps fast-scaling teams accelerate the ability to create, manage and sign digital documents, including proposals, quotes and contracts and more. More than 35,000 customers are using PandaDoc to improve document workflow, insights and speed while providing an amazing experience for the end users. PandaDoc is backed by leading venture firms and corporate investors, including OMERS Growth Equity, G-Squared, Altos Ventures, Rembrandt Venture Partners, One Peak Partners, M12 (Microsoft), and HubSpot. PandaDoc is proudly a remote-first global company.


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