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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Customer Inquiry
General inquiries or messages from prospects; starts the sales conversation.
Module:Sales
Entity:Contact
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Inventory Count / Audit
Periodic reconciliation of physical stock with system records.
Module:Inventory Management
Entity:Inventory Count / Cycle Count
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Training & Certification
Track completed trainings, certifications, and continuing education records.
Module:Human Resources
Entity:Employee Training
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Expense Report
Submit and track employee or departmental expenses for reimbursement or accounting.
Module:Finance & Accounting
Entity:Bill
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