Hi, this is Jason from the QuickBooks team.
The PandaDoc Custom Templates Connector lets you connect PandaDoc to QuickBooks Online Advanced...
so you can customize the forms you send to customers, and track the status of your documents in QuickBooks.
You’ll see how to link QuickBooks Online Advanced with PandaDoc.
Edit the templates for the forms you send customers, and send an estimate with QuickBooks and PandaDoc.
To start, select Apps.
Search for PandaDoc. Select Get App Now.
If you don’t have a PandaDoc account yet, select Sign up.
Note, you have to be an administrator in QuickBooks in order to do this.
Then Continue.
Give permission for PandaDoc and QuickBooks to share customer and transaction details.
If needed, you can disconnect at any time. Select Agree.
Enter the email and password for your PandaDoc account.
Then log in. And select Accept.
Now that you’ve connected to PandaDoc, select Go to estimates to open QuickBooks.
Fill out your estimate normally, recording the customer’s name, products and services,
estimated prices, and anything else you need to track.
Once the estimate is complete, select Save and send with PandaDoc.
PandaDoc helps you send estimates to clients with templates.
When you connect PandaDoc to QuickBooks, you see four Intuit templates.
Let’s edit one to take a look.
Templates help you standardize what you send to your customers.
Whenever you fill out an estimate in QuickBooks and send it to PandaDoc...
the data from QuickBooks appears in any field with brackets.
PandaDoc calls this a variable because it changes from transaction to transaction automatically.
So when you fill in an estimate number in QuickBooks and send the estimate to PandaDoc...
the estimate number automatically appears in the appropriate field with no need to edit it.
Once you’ve customized a template to suit your business, you can use it as many times as you want.
If you want to change something already on the estimate, select it.
Then select the type of change you want to make.
Let’s add a logo to the estimate.
You can also resize and move the selection.
If there’s something else you want to add, select it and drag it onto the template.
For instance, if you want to add something that your client can fill out, like an eSignature or initials, select it from the Fillable Fields.
You can also remove any fields that you don’t need.
PandaDoc automatically saves any changes you make.
Let’s set up something this business enters in QuickBooks but isn’t in PandaDoc: sales rep.
First, drag and drop two text fields onto the template.
In one, type the words, Sales Rep.
This text will always appear on the estimate.
The other text box is for the variable that comes from QuickBooks.
Select Variables...and then the plus button.
Name the variable, Sales Rep.
Then copy the variable...and paste it into the empty text field on your template.
You’ll complete the setup for this field later when you send an estimate to a customer.
Let’s jump back to QuickBooks.
Select the template you want to use...and Preview and Send.
If you edited your template to include new fields from QuickBooks...
you’ll need to choose the field in QuickBooks that maps to the new variable you added in your PandaDoc template.
This business added a sales rep field, so let’s map the sales rep field in QuickBooks...
to the sales rep variable in PandaDoc.
You’ll only need to do this once for each field you add.
PandaDoc uses the info you entered in QuickBooks and the template you customized earlier...
to fill out the estimate your customer will recieve.
Select Send document.
Send via email.
Then confirm the name of the document as it will appear in PandaDoc.
Now, enter any additional instructions you want to send the customer and select Send document.
...And your customer receives an email with your estimate.
From there they can review and sign the estimate to approve it.
Once the customer approves and signs the estimate, the status automatically updates in PandaDoc.
In QuickBooks, you can monitor the progress of estimates.
Select the estimate...
and Manage in PandaDoc to see the status and the customer’s signature.
Now you’re ready to send documents through QuickBooks Online Advanced with PandaDoc.