New Connector App - envisionLXPJ - Promote your Integration Partners - Help Launch their products
We need help from PandaDoc.
We would love PandaDoc to profile us and create awareness of our new Connector App, like you recently did in your article named What’s New in PandaDoc: New CRM syncs, Smart Forms, and more
Envision Digital Pty Ltd is a long-term Certified Partner of PandaDoc. We are based in Perth, Western Australia. We have built and commissioned a self-funded a global Multi-Connector App called envisionLXPJ. PandaDoc is used in all 3 multi-integrations.
envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/
Our Multi-Connector App integrates the following:
Integration 1 - Lead Gen & CRM (Formerly SharpSpring) with PandaDoc. This automated sales proposals from within the sales pipeline which saves considerable time. More time for salespeople to sell!
Integration 2 - PandaDoc with Xero. This enables PandaDoc users to be able to send draft invoices to Xero by total amount, percentage or by milestone. This as never been done before!
Integration 3 - PandaDoc to Jira - This enables PandaDoc users to create new projects in Jira using information already contained in PandaDoc.
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Rod Wakefield commented
envisionLXPJ Landing Page: https://www.envisiondigital.com.au/envisionlxpj/
This integration is completed and ready to go!
3 Key benefits
1. Integrates Lead Gen & CRM and PandaDoc. CRM directly automates sales proposals. More time for salespeople to sell!
2. Integrates PandaDoc with Xero - We are the first to develop an integration where PandaDoc can create draft invoices in Xero!
3. Integrates PandaDoc with Jira - Pandadoc can setup new projects in Jira
envisionLXPJ
It is a Global Multi-Connector App between Lead Gen & CRM (Constant Contact), PandaDoc, Xero, Stripe and Jira.
Unique
First time that such an integration has been built globally. Data provided can be used to save time by setting up
other business systems e.g. Xero/Stripe and Jira.Integrity of Data
Improves the integrity of the data flow between the two systems. Creates the one “Source of Truth”.
Safe and Secure Data
Connector App is hosted on Google Cloud. Envision Digital is ISO27001 certified.
Cost-benefit Analysis
ROI is certain due to the competitive pricing to meet the needs of different-sized companies and the time that it saves not having
to do data entry several times.Integrated Efficiency
envisionLXPJ seamlessly connects lead generation, CRM, sales proposals, invoicing, and project management, streamlining workflows
and reducing manual tasks. Significantly reduces time spent on double data entry between CRM and proposal software.Effective Sales Process
With PandaDoc integration, sales teams can quickly create and manage professional proposals, leading to improved lead conversion
and enhanced client communication.Simplified Financial Management
Integration with Stripe and Xero automates invoicing and financial processes, reducing errors and ensuring accurate records.
Efficient Project Setup
Pushing Company/Contact info to Jira simplifies project initiation, minimizing duplication and errors while saving time.
Global Accessibility and Insights
As a global app, envisionLXPJ offers standardized operations, while its integrated analytics provide data-driven insights for better decision-making.
Fully supported globally.