PandaDoc is one of the few, the proud, THE FIRST to join the
Google Docs add-on store, which means now you can send your documents right from Google Doc out for electronic signature. Woohoo! We're just super excited about our newest partnership because it means that you get all the excitement and efficiency of PandaDoc, but without having to leave the comfort of your Google Drive. And today we are going to teach you how it's done.
What's a Google add-on?
A Google add-on is the new way to add new features to Google Docs, Sheets and Forms. Most add-ons are developed by third parties and go through the rigorous Google selection and approval process. Add-ons allow you to extend the value of your Google Docs by letting you do more while not having to open even a new window. PandaDoc is proud to be a flagship member of this elite group getting released today.
How to add your Google Doc add-on for the first time
Search for "PandaDoc" or scroll down looking for the bright green Sign Docs box. Click on it and select FREE like below.
Go back into your Google Doc and select
Send via PandaDoc. Now your
PandaDoc add-on panel will appear in the right side of the screen. Select
Connect to PandaDoc. Then, hit
Authorize application in the window that pops up. Yay! Now you will find the PandaDoc add-on right inside your Google Docs until you remove it. Simply go to
Send via PandaDoc any time you're ready to send a Google Doc for electronic signature and tracking! Woohoo!
How to send your Google Doc via PandaDoc
The PandaDoc add-on works the same as the PandaDoc app with two major exceptions: 1. You obviously aren't inside PandaDoc, but rather you are doing it all from within your Google Doc. 2. No dragging, no dropping. To use PandaDoc from within a Google Doc, all you need to do is place your cursor exactly where you want the Widget to land. Then, click on the type of Widget -- text field, signature, etc -- and assign the recipient like usual.
When you are ready to Send document, your Google Doc will be automatically converted into a PandaDoc, which means that your recipient can electronically sign it and you can track their movements one it.
PandaDoc add-on best practices
Take the best advantage of PandaDoc's newest analytics Today is a big day for us panda bears! Not only are you able to send Google Docs via PandaDoc, but we are also releasing the Analytics you've been asking for! From now on, when you send a document via PandaDoc, you will be able to see exactly how long your recipient is looking at each section. This means that you can read your client's brain, predicting objections because you know what they are spending the most time looking at. This analytics is sectioned off by your document's Pages. Therefore it's important to take better advantage of this by separating via Insert > Page Break between important sections that you want deeper knowledge of what your client is thinking.
Integrate with Gmail before sending Google Docs via PandaDoc
Do you use Gmail? If yes, then a great best practice is to log into your PandaDoc account and set up the contact sync between PandaDoc and your Gmail. Go to Settings> Integrations. Click Connect Gmail.
The window below will pop up asking you to accept the integration.
Finally, this lovely green status bar will pop up, showing you the process of syncing your contacts from Gmail into PandaDoc. When the sync is finished, all your contacts will be inside PandaDoc. This means you can send your Google Docs to your Gmail contacts via the PandaDoc Google add-on.
You can follow the same steps to import your contacts from Harvest, Nimble and Quote Roller, as well. All the contact syncs will automatically update until you Disconnect an integration.
Why is this partnership important?
PandaDoc and Google Docs may not share the same recognition or, ahem, budget, but we do envision the same world: where the everything you do can be done paperless and in a more logical and organized fashion. Now you can send your Google Docs for electronic signature, and you can edit your PandaDocs right from within the comfort of Google Docs. This may be a small step but this is another step toward a paperless, more organized world, where you can run your business and closed deals from anywhere.
What do you want to see us do next? What's the PandaDoc of YOUR dreams?