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PandaDoc

Access and sync all of your contract data between PandaDoc and Tabs.

Overview

The PandaDoc integration with Tabs streamlines the contracts ingestion process by automatically pulling in signed and executed contracts into Tabs. This integration enables quick contract data flow into Tabs, ensuring smooth and accurate post-signature operations.

Integration with Tabs

  • Automatically pulls signed contracts from PandaDoc into Tabs.
  • Keeps Tabs updated with the latest contract statuses from PandaDoc.
  • Stores all signed contracts in Tabs, providing a reliable source for accurate billing and revenue recognition.

FAQs

Yes, configuring via Templates is recommended. If you don’t use the Templates within PandaDoc, you can also set up the configuration each time you execute a contract on an individual document basis.

Category
  • Documents & Agreements

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