by RT Dynamic

Use PandaDoc templates in SuiteCRM to easily send documents for signature.

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Release Notes

Compatibility

  • Up to SuiteCRM version 7.12.2

Features and Improvements

  • Send PandaDoc templates as pdf documents by mapping a template against a CRM module.
  • Track status of each document throughout the signature process
  • RAFI Architecture by using single responsibility principle and OAuth2 APIs

Special Instructions:

  • Please perform Repair and Rebuild after installation.
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Rating
  • "RTPandadoc works great! Improved our workflow and saves our team lots of time. Rolustech guys are great to work with also. Thanks!" - wfuller

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