i kekahi hoa ma ka Salesforce He hana kupaianaha ke kaiaolaola, akā ʻo ke kaʻina hana kūkākūkā no ka hana ʻana, hoʻouna ʻana, a me ka hoʻohou ʻana i kā mākou mau ʻōlelo o ka hana he hana nui ia. Manaʻo wau i kekahi manawa ke hoʻonui nei au i ka manawa i ke kākau ʻana i nā ʻōlelo o ka hana ma mua o ka hana maoli ʻana i ka hana.
ʻAʻole e hōʻike, aia i kēlā me kēia ʻoihana kona ʻano kūloko, ka pae o nā kikoʻī e pono ai, a me ke kaʻina no ka laulima ʻana a me kaʻae ʻana i nā palapala kūʻai aku. Ma ke ʻano he mākeke a ʻaʻole wau he lunamaka kūʻai, ʻaʻole wau hoihoi i ka wā e ʻōlelo ai kaʻu hui kūʻai, "Ua hana anei ʻoe i kēlā SOW i hiki iaʻu ke hoʻouna aku?".
PandaDoc: Polokalamu Hana Hana Palapala
PandaDoc He polokalamu automation palapala āpau i loko o hoʻokahi e streamlines i ke kaʻina hana o ka hoʻokumu ʻana, ʻae ʻana, a me eSigning noi, nā ʻōlelo puʻupuʻu, a me nā ʻaelike.
Me PandaDoc, ʻoihana maika puke:
- Hana i nā palapala kūʻai aku i ka manawa ʻole - hana i nā manaʻo kupaianaha, nā ʻōlelo puʻupuʻu, a i ʻole nā ʻaelike i mau minuke me ka hoʻoponopono a dragD and drop drop a PandaDoc a me nā hoʻouka pākahi-kaomi.
- E hōʻiliʻili i nā eSignature me kēlā me kēia hoʻolālā - hoʻoholo automate i nā kahe a hāʻawi i kahi ʻike ʻole kīnā ʻole no ka ʻae ʻana i kahi noi a hoʻopaʻa inoa paha i kahi ʻaelike ma nā hāmeʻa.
- E hoʻomaʻalahi i nā ʻae a me nā kūkā kamaʻilio - Hiki i ka laulima ʻana me nā loiloi kūloko a me waho me nā kahe i ʻae ʻia, redlining, huli i nā mana, a me nā ʻōlelo.
I Malaki, ua hoʻolana ʻo PandaDoc i huahana inoa uila uila e hiki ai i nā ʻoihana ke maʻalahi e hana i nā hana i ka wā o ka maʻi maʻi COVID-19 a kuhikuhi i ka makemake nui no nā hana pā ʻole. Ua pane ka mākeke me nā haneli he tausani o nā kau inoa a me ka hoʻohana ʻana i nā huahana i ʻelua mau manawa i ka helu awelika.
Me PandaDoc, loaʻa iā ʻoe nā hiʻohiʻona āpau āu e pono ai mai ka noi ma o ka hōʻiliʻili ʻana:
- Nā ʻōmole - Simplify i ke kaʻina hana e hana i nā noi.
- Quotes - Hana i nā ʻōlelo launa ʻole, hewa ʻole.
- aelike - E hana wikiwiki i nā ʻaelike me nā anakuhi i ʻāpono mua ʻia.
- eSignature - Mālama i ka manawa a mālama i nā hana e neʻe nei me eSignature.
- uku - E hōʻiliʻili i nā uku me nā pūlima e uku ʻia ai ma kahi o ʻelua mau lā.
I kēia lā, ʻaʻole lawa ka hāʻawi ʻana i nā eSignature. Loaʻa ka waiwai piha ma mua, i ka wā, a ma hope o ka pūlima pū me nā kaʻina hana palapala, nā ʻike, ka wikiwiki, a me ka hopena o ka mea hoʻohana hope. ʻAʻole makemake ka mākeke i kahi noi hiʻohiʻona hoʻokahi. Alakaʻi ʻo PandaDoc i ka mākeke ma o ka nānā ʻana i ka hopena āpau i loko o ka hopena e hoʻopili i nā pūlima uila me nā hana hou a ka palapala pono e pono ai, ʻoiai e hoʻomau mau ana i kā mākou mea kūʻai aku.
ʻO Mikita Mikado, Luna Nui a me Co-Founder no PandaDoc
Eia kekahi, hāʻawi ʻo PandaDoc i nā hoʻohui i nā ʻōnaehana kūloko ʻē aʻe no ka hoʻokele ʻana o ka pilina mea kūʻai aku, hoʻokele hoʻokele, hoʻokele, uku pila, mālama, a i ʻole uku.
- CRM - Salesforce & SalesforceIQ, Pipedrive, Huhulu, Zoho, Copper, Microsoft Dynamics, Zendesk Sell, Insightly, Nimble, SugarCRM, a me Freshsales.
- uku - Stripe, PayPal, Authorize.Net, Kālā, a me nā uku QuickBooks.
- pūnaewele - Google Drive, Box, a me Dropbox.
Hāʻawi ʻo PandaDoc Hōʻailona Hoʻokahi (SSO - SAML 2.0) me Okta, OneLogin, Microsoft Active Directory, Google Identity Platform, a me nā mea hou aʻe. Hāʻawi lākou i kekahi mau mea Nā mea hoʻopili Zapier e hoʻohui i nā wahi ʻē aʻe.
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Hōʻike: He pili mākou o PandaDoc
