New integration with Documendo available

We’re glad to be able to share that we now offer an integration with Documendo, enabling you to handle your document workflows and mass mailings.

This makes it easier to create dynamic documents, collaborate with your colleagues, and request signatures from hundreds or thousands of recipients securely and conveniently.

With the integration between Penneo and Documendo, you will:

Automate your contracts and create flawless documents within minutes
Create Mass mailing and send documents for signing to hundreds or thousands of users
Automate your forms and let customers fill in information in a guided flow
Get all documents and forms signed securely via Penneo directly from Documendo

What is Documendo?

Documendo is a contract automation software that helps you simplify document creation and mass mailing. Documendo can pre-print data from your own solution into an intelligent guided flow, automatically add sections and user information to documents, calculate prices, and store all contracts signed via Penneo. Learn more at documendo.com.

How to get started with the integration

If you’re a current Documendo customer, you can activate the integration by contacting Documendo at contact@documendo.com.

If you’re not a Documendo customer and would like to know more about their solution, check out their website here.

Document automation

I need to create a document and send it out for signing	I need one or more colleagues to add information to a document before it’s sent out for signing	I need to create a document and submit it for review, to then send it out for signing if the document is approved
Example: The Sales department needs to send out a contract to a customer for signing	Example: The sales, finance, and legal department need to collaborate on the creation of a contract to send out a contract to a customer for signing	Example: The HR specialist needs to create an employment agreement and get it reviewed by the hiring manager before it’s sent out to the candidate for signing
Standard flow	Collaborative flow	Standard flow with review
How it works: Start a document flow in Documendo Add the information needed to your document in a guided flow Send out the PDF for digital signing After the PDF has been signed via Penneo by the recipients, you will receive them back signed in Documendo	How it works: Start a document flow in Documendo Send a request to another user to add information to the document – Documendo will send up to 3 reminders to the user After the user adds the information in a guided flow, the document is sent out for digital signing After the PDF has been signed via Penneo by the recipients, you will receive it back signed in Documendo	How it works: Start a document flow in Documendo Add the information needed to your document in a guided flow Submit the document for review by another user If the reviewer approves the document, the PDF is sent out for digital signing via Penneo and received back signed in Documendo; in case of disapproval, the reviewer can add a reason for it for the creator

I need to create a document and send it out for signing

I need one or more colleagues to add information to a document before it’s sent out for signing

I need to create a document and submit it for review, to then send it out for signing if the document is approved

Example: The Sales department needs to send out a contract to a customer for signing

Example: The sales, finance, and legal department need to collaborate on the creation of a contract to send out a contract to a customer for signing

Example: The HR specialist needs to create an employment agreement and get it reviewed by the hiring manager before it’s sent out to the candidate for signing

Standard flow

Collaborative flow

Standard flow with review

How it works:

Start a document flow in Documendo
Add the information needed to your document in a guided flow
Send out the PDF for digital signing
After the PDF has been signed via Penneo by the recipients, you will receive them back signed in Documendo

How it works:

Start a document flow in Documendo
Send a request to another user to add information to the document – Documendo will send up to 3 reminders to the user
After the user adds the information in a guided flow, the document is sent out for digital signing
After the PDF has been signed via Penneo by the recipients, you will receive it back signed in Documendo

How it works:

Start a document flow in Documendo
Add the information needed to your document in a guided flow
Submit the document for review by another user
If the reviewer approves the document, the PDF is sent out for digital signing via Penneo and received back signed in Documendo; in case of disapproval, the reviewer can add a reason for it for the creator

Mass mailing

I need to get the same PDF signed by many different people	I need to get a personalized PDF signed by many different people, with merged data from an Excel file	I need to get one or more documents signed by many different people after collecting information from such people and have their data added to the documents
Example: The HR department needs to send out a new company policy to all the employees for signature	Example: The legal department needs to send out an NDA to all the partners, and each recipient needs to receive an NDA with their name and SSN and sign it	Example: You need to request some information from all of your clients (such as their company registration number, or their address) and get the document back signed; or, you need to confirm the up-to-dateness of all of your clients’ information (such as name, email, phone number), request additional data from them, and get the document including their new information back signed
Mass send out of single PDF	Mass send out of PDF with merged data	Mass send out of PDF/s with data collected
How it works: Upload an Excel file in Documendo containing the recipients’ information Upload a PDF to be signed Send out the PDF for signing to all the recipients contained in your Excel file After the PDFs have been signed via Penneo by the recipients, you will receive them back signed in Documendo	How it works: Upload an Excel file in Documendo containing the information to use as merge data Upload a Word file with merge fields Send out the document for signing to all the recipients contained in your Excel file – the Word file is automatically updated with the merge data from the Excel file so that each recipient gets a PDF with the right information After the PDFs have been signed via Penneo by the recipients, you will receive them back signed in Documendo	How it works: Upload an Excel file in Documendo containing the recipients’ information (or information to use as merge data) Upload one or more Word files with merge fields Send out an information request to your recipients contained in the Excel file Your recipients receive the information request via email. They confirm pre-printed data, add the additional information requested, and finally sign the document/s. After the information has been collected from the recipients, and they have signed the PDFs via Penneo, you will receive them back signed in Documendo

I need to get the same PDF signed by many different people

I need to get a personalized PDF signed by many different people, with merged data from an Excel file

I need to get one or more documents signed by many different people after collecting information from such people and have their data added to the documents

Example: The HR department needs to send out a new company policy to all the employees for signature

Example: The legal department needs to send out an NDA to all the partners, and each recipient needs to receive an NDA with their name and SSN and sign it

Example: You need to request some information from all of your clients (such as their company registration number, or their address) and get the document back signed; or, you need to confirm the up-to-dateness of all of your clients’ information (such as name, email, phone number), request additional data from them, and get the document including their new information back signed

Mass send out of single PDF

Mass send out of PDF with merged data

Mass send out of PDF/s with data collected

How it works:

Upload an Excel file in Documendo containing the recipients’ information
Upload a PDF to be signed
Send out the PDF for signing to all the recipients contained in your Excel file
After the PDFs have been signed via Penneo by the recipients, you will receive them back signed in Documendo

How it works:

Upload an Excel file in Documendo containing the information to use as merge data
Upload a Word file with merge fields
Send out the document for signing to all the recipients contained in your Excel file – the Word file is automatically updated with the merge data from the Excel file so that each recipient gets a PDF with the right information
After the PDFs have been signed via Penneo by the recipients, you will receive them back signed in Documendo

How it works:

Upload an Excel file in Documendo containing the recipients’ information (or information to use as merge data)
Upload one or more Word files with merge fields
Send out an information request to your recipients contained in the Excel file
Your recipients receive the information request via email. They confirm pre-printed data, add the additional information requested, and finally sign the document/s.
After the information has been collected from the recipients, and they have signed the PDFs via Penneo, you will receive them back signed in Documendo

All these modules can be combined in the same document creation flow.

New integration with Documendo available

Document automation

Mass mailing

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