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