Integrations Directory 
PandaDoc
PandaDoc is a digital document management software that simplifies the process of creating, sending, and tracking sales documents.
- Users
- Deals
- Contacts
- Payments
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Invoice
Issue billing documents to customers for goods or services provided.
Module:Finance & Accounting
Entity:Invoice
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Incident / Accident Report
Record safety incidents, near-misses, or workplace accidents for compliance and analysis.
Module:Operations
Entity:Incident
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Employee Information Update
Allow employees to update personal, banking, or emergency contact details.
Module:Human Resources
Entity:Employee
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Customer Inquiry
General inquiries or messages from prospects; starts the sales conversation.
Module:Sales
Entity:Contact
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