Connect and Integrate
PandaDoc with Freshchat

Connect PandaDoc to Freshchat and watch how much smoother your workflows can become with automation.

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Easy Steps to Connect
PandaDoc and Freshchat

Select a trigger in PandaDoc

Choose an event in PandaDoc like “New event in PandaDoc,” to set off your automation.

Automate an Action in Freshchat

Connect your Freshchat account and select an action like “Take action in Freshchat” to make your work flow.

Customize the Workflow

Build your PandaDoc - Freshchat automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect PandaDoc and Freshchat
to Automate these Workflows

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Update Freshdesk tickets with notes from sent PandaDoc documents

Put your workflow on autopilot. PandaDoc + Freshdesk are here to help!

Update Freshdesk tickets with notes when PandaDoc documents are completed

PandaDoc and Freshdesk—because your workflow deserves an upgrade.

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About PandaDoc

PandaDoc is a powerful document automation platform for creating, managing, and e-signing documents. With drag-and-drop templates and integrations with CRMs and payment gateways, PandaDoc enables real-time collaboration, secure document storage, and legally binding e-signatures, for faster approvals and smoother document workflows.

About Freshchat

Freshchat is a messaging platform designed for customer engagement and support. With features like live chat, chatbots, and automation, Freshchat enhances customer interactions and improves response times. Its integration capabilities streamline workflows, making it a valuable tool for businesses focused on optimizing their customer service and engagement strategies.