Document management just got a bit easier, as QuickBooks has announced that the accounting software platform will now integrate with PandaDoc.
During the pandemic, business resources have continued to thrive. With more small businesses getting off the ground and other organizations in need of tools that can be used from home, platforms and software like QuickBooks have added integrations, updates, and more to alleviate the strain of hybrid work.
Now, the popular accounting software platform is adding even more functionality, as PandaDoc has announced it will officially integrate with QuickBooks.
PandaDoc Integrates with QuickBooks
Announced earlier this week, PandaDoc will officially integrate with QuickBooks to more easily and efficiently manage documents in the accounting platform. The integration is aimed at helping small and medium-sized businesses to consolidate software for simple processes.
“Our integration with PandaDoc is another step towards delivering solutions that fit the specific needs of mid-sized businesses with ease and efficiency,” said Kelly Vincent, Vice President of Mid-Market Small Business at Intuit in a press release. “The flexibility of PandaDoc, coupled with the goodness of QuickBooks Online Advanced, enables our platform to become the single source of truth for document management.”
The integration, dubbed PandaDoc Connector for QuickBooks, should be available right now. Just simply visit the QuickBooks app store, select PandaDoc, sign in to your account, and you'll be on your way.
What does this integration do?
So what can this integration actually do to make your document management a bit easier in QuickBooks? You'll open up a wide range of helpful functionalities when you pair these two platforms. Here's a breakdown of everything PandaDoc can do in QuickBooks to help your business out:
- Customize document templates with font, color, size, and logo images
- Automate document creation along with QuickBooks workflows
- Specific which data is for customers and which is for internal use only
- Ensure better document accuracy with all data imbedded in a document
- Get insights and notifications when customers interact with documents
Simply put, this integration could really open up your QuickBooks Online account to make your business life a lot easier. If you haven't tried out the popular accounting software, we've done some thorough research, comparing it to other QuickBooks alternatives, so you can see if it's a good fit for your business. Our two cents? It's one of the best accounting software options out there, so we'd recommend giving it a shot if you're in need.