We highly recommend to contact integration platforms to figure out what metrics they can extract. Sometimes integration platforms don't have certain metrics out of the box, so it's better to contact them.
Useful integrations
1
Add a customer
(Square) when a document is completed in PandaDoc
2
Add a customer
(Square) when a document sent in PandaDoc
3
Add a customer
(Square) when a document is paid in PandaDoc
4
Add a customer
(Square) when a document event occurs based on the event parameter in PandaDoc
5
Create an order
(Square) when a document is completed in PandaDoc
6
Create an order
(Square) when a document sent in PandaDoc
7
Create an order
(Square) when a document is paid in PandaDoc
8
Create an order
(Square) when a document event occurs based on the event parameter in PandaDoc
9
Add a customer to the group
(Square) when a document is completed in PandaDoc
10
Add a customer to the group
(Square) when a document sent in PandaDoc
11
Add a customer to the group
(Square) when a document is paid in PandaDoc
12
Add a customer to the group
(Square) when a document event occurs based on the event parameter in PandaDoc
13
Update a customer
(Square) when a document is completed in PandaDoc
14
Update a customer
(Square) when a document sent in PandaDoc
15
Update a customer
(Square) when a document is paid in PandaDoc
16
Update a customer
(Square) when a document event occurs based on the event parameter in PandaDoc
When it comes to signing a contract, Pandadoc is the best tool. You can update your CRM records when a document is ready, save it into a cloud storage and get chat notifications. There are no limits to automating your business processes.