PandaDoc: Business and Enterprise plans
Omniscient: Pro, Principal and Enterprise plans
PandaDoc comes ready to go out of the box with Omniscient. There is no need to download, install, or configure. Just click on the PandaDoc icon in the menu bar to begin.
Using PandaDoc with Omniscient
Once the icon is clicked, when open click Send Document.
Click Login and follow the prompts.
Reload / Refresh Web Page.
Click Send Document.
Note: Your PandaDoc user credentials are saved and the previous steps will not need to be completed in the future.
Choose Document using a template or create a new document from blank.
Assign Document to proper Omniscient Sender / User. Recipient is auto-populated.
Edit Document and click Send.
Add Message or choose a Saved Message, then click Send Document.
Confirmation Message appears and close.
PandaDoc document appears in the Contact Detail Page, outlining status, and time stamped.