Automate Your Agreements, Proposals & Documents With Our Infusionsoft PandaDoc Integration
Automatically trigger and send Pandadoc proposals/contracts from inside your Infusionsoft campaigns with our PandaDoc Infusionsoft Integration.
- Send Proposals & Contracts Automatically From Within Campaigns
- Pass Opportunity Pricing Data Into Pricing Tables
- Pre-fill out fields and tokens with user data and fields
- Automate based on proposal send, open and signature
Automate Sending Of Proposals & Contracts Using PandaDoc Templates
Setup your standard contracts, and proposals – then pre-fill them out using forms or contact fields within Infusionsoft before sending them automatically within your campaigns
Complete Pricing Tables in PandaDoc with Opportunity Products & Pricing
Don’t enter all of your data again – pull all of the data out of your opportunity and push it into a gorgeous Panda Pricing Table
Tag Users Inside Infusionsoft Based on Your Proposals Status
Trigger workflows, tasks and next-steps by choosing which tags you want to apply when your proposals are sent, opened and signed by your customers
Simple Setup & Copy/Paste Process to Automate Your Pandadoc Proposals in Under 10 Minutes
Just follow our step by step instructions and watch our videos to get setup and automate your proposals fast.
Try It For FREE - Send Your First 10 Proposals
Try out the FusedDocs Pandadoc Infusionsoft integration for completely risk-free.
Send your first 10 proposals at no cost before you even pay us a cent!
FusedDocs Pricing
Document
Limit
| Basic |
| 30 per month |
| $50/month |
| Power User |
| 500 per month |
| $90/month |
| Enterprise |
| 1500 per month |
| $150/month |
Frequently Asked Questions
How does this integration work exactly?
In short, our platform is the bridge between Infusionsoft and PandaDoc and lets you authenticate and pass data between both. This means you can use regular Infusionsoft campaigns to trigger the creation of proposals or agreements from your existing PandaDoc Templates.
FusedDocs can pass in the signer information, any custom fields, tokens and also pricing data directly from Infusionsoft into this proposal completely automatically.
Then you either automatically SEND the document, or choose to have it sit as a draft for final review by someone in your team.
Is the setup process complicated?
We have tried to make the setup process as simple as possible and using our videos, the average tech savvy internet user could have this setup with 10 minutes using our instructional videos.
You can watch an example of us setting up a simple agreement in under 10 minutes here.
Meet The FusedDocs Team
Hi there,
My name is James Jackson, from Melbourne, Australia - and I am the founder of FusedDocs and my software company Out Of The Box Technology!
My team of developers and I are passionate about PandaDocs and Infusionsoft and first created FusedDocs to scratch our own itch and automate the sending of standard agreements and proposals to our software clients.
I was just so sick of logging from one system to the next to simply copy and paste simple information for basic agreements and proposals.
That's how FusedDocs was born.
After mentioning it to a few clients we were absolutely inundated with requests to make this available to the public - and here we are.
We hope you enjoy our tool and I encourage you to try sending some proposals for yourself with our 10 free send offer.
Cheers,
James Jackson
PS. We also do custom infusionsoft and PandaDocs development - so visit our software website here if you'd like us to quote your project.
Learn more about our most popular platforms:
