28 Dec 2018
December 28, 2018

PandaDocs Plugin for Vtiger CRM 6.x /7.x

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Hello my fellow vtiger enthusiasts.

myEnterprise BizAutomations (vTigress Team),  Certified business partner of vTiger for Asia and Africa region has an exciting update for you. We have a new plugin which is vtPanda Docs. This vtiger plugin which allow you to integrate the Panda Docs Document Management Software to your vTiger CRM.

With vtPandadocs helps the users to generate documents using panda docs templates with field data from your vtiger CRM.  The vtpandadocs can be enabled for any module within the Vtiger CRM. Once the documents are generated they can be mailed and tracked using the vtpanda docs interface which gives the users to monitor the document read status provided by the Panda Docs Management.

Features:

  • Enable for any module
  • Send, Preview and monitor the status of the documents generated and sent via Vtiger CRM
  • Generate tokens for all fields within a particular module for document generation

Advantages:

  • Compatible for both vtiger 6.x and vtiger 7.x
  • Module Manager Installable
  • Synchronize document data between vtiger and panda docs.

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