PandaDoc, a full-cycle sales content automation software, announces its integration with Zendesk, which delivers software for better customer service. Using PandaDoc as a Zendesk add-on will enable Zendesk customers to streamline the creation, delivery and tracking of all customer service-related documents, right from within the Zendesk solution.
“PandaDoc’s heritage in enabling stronger, more results-driven document collaboration between sales and marketing teams makes us a natural partner for Zendesk. Through this integration, we’re now empowering customer service agents to do their jobs better by making traditionally mundane paperwork processes, like securing e-signatures, much simpler and faster,” says Mikita Mikado, Co-Founder and CEO of PandaDoc.
Zendesk solutions enable ticket management, customer self-support capabilities and data analytics to continually optimize customer service and relationships. With Zendesk, service agents have a consolidated view of all individual customer interactions, across all channels. This saves agents’ time and helps them get straight to what matters most, leading to more meaningful conversations and better customer service.
However, administering customer support documentation, particularly securing electronic signatures (e-signatures), from within Zendesk can be a challenge. Service agents may find themselves spending too much time switching between applications to send various document types. Furthermore, document-related details are not connected back to Zendesk.
Other examples of paperwork in the customer support process include a service agent who needs to sign and submit a customer NDA; or an agent needing to send other forms, screenshots or quotes. For contract renewals, PandaDoc enables form fields to be automatically filled when previously supplied information, saving time and effort for all those involved.
In addition, the PandaDoc integration means that documents and document-related information will now also be part of the comprehensive information available to service agents. End-customers will also be able to access these documents themselves, an important capability for organizations offering branded self-service communities through Zendesk.
“PandaDoc greatly simplifies the paperwork tasks involved in customer service. This not only increases the efficiency of service agents, but also helps organizations maximize their Zendesk benefits including delivering greater customer convenience, building stronger relationships and generating more revenues,” continues Mikita Mikado.