PandaDoc + ServiceM8 Integration

Connect PandaDoc to ServiceM8 in 1 click

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Document is completed in PandaDoc
Document is drafted in PandaDoc
Document is approved in PandaDoc
Document is paid in PandaDoc
Document is sent in PandaDoc
Document is viewed in PandaDoc
Document is declined in PandaDoc
Document is rejected in PandaDoc
New job is created in ServiceM8 Instant
Job is completed in ServiceM8 Instant
New job is queued in ServiceM8 Instant
New client is added in ServiceM8 Instant
Form is completed in ServiceM8 Instant

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Who Is This Integration For?

Contractors

Service-Based Small Business Owners

Field Service Technicians

Freelancers

Project Managers

Contractors

Contractors often need to manage client agreements and service schedules in tandem. They face delays when switching between document signing and job scheduling, which can slow down project initiation.

Service-Based Small Business Owners

Service-based small business owners struggle with manually moving client information from signed contracts into their job management systems, leading to errors and wasted time.

Field Service Technicians

Field service technicians are often on the move and require quick access to signed documents and scheduled jobs. Disconnection between documentation tools and scheduling apps can cause confusion and missed appointments.

Freelancers

Freelancers juggling multiple projects and clients need a seamless way to transition from proposal acceptance to job scheduling, ensuring they don't overlook any commitments.

Project Managers

Project managers need to ensure that as soon as a contract is signed, tasks are allocated effectively. Manual entry from one system to another often leads to miscommunication and task duplication.

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What Can You Automate With PandaDoc + ServiceM8

Convert Signed Documents into Service Jobs

Automatically create a new job in ServiceM8 every time a document is signed in PandaDoc. This saves you time by avoiding manual entry, ensuring that your team is ready to start work as soon as the paperwork is done.

Sync Client Details from PandaDoc to ServiceM8

When a document is signed in PandaDoc, instantly add or update the client details in ServiceM8. This keeps your client records accurate without any extra effort on your part.

Trigger Invoice Generation After Document Signing

Make your billing process smarter by generating an invoice in ServiceM8 immediately after a contract is signed in PandaDoc. This way, you won't have to worry about missing a billing opportunity.

Update Job Status on Document Completion

Once a document is finalized in PandaDoc, automatically update the related job status in ServiceM8 to indicate readiness to start or move to the next stage. This keeps your team aligned with client agreements.

Schedule Appointments Upon Contract Finalization

Arrange an appointment in ServiceM8 as soon as a contract is signed in PandaDoc. This ensures a smooth transition from agreement to action, maximizing your service delivery efficiency.

And much more...

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