Documendo & Penneo

With the integration between Documendo & Penneo Sign, you can create dynamic documents in a guided flow and send them out for secure digital signing conveniently and efficiently.

The integration between Documendo and Penneo allows you to:

  • 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

Document automation

I need to create a document and send it out for signingI need one or more colleagues to add information to a document before it’s sent out for signingI 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 signingExample: The sales, finance, and legal department need to collaborate on the creation of a contract to send out a contract to a customer for signingExample: 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 flowCollaborative flowStandard 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 DocumendoHow 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 DocumendoHow 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 peopleI need to get a personalized PDF signed by many different people, with merged data from an Excel fileI 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 signatureExample: 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 itExample: 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 PDFMass send out of PDF with merged dataMass 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 DocumendoHow 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 DocumendoHow 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.

Benefits:

  • Save up to 90% of the time spent creating every document
  • Minimize errors and improve efficiency and productivity with mass mailing
  • Get all your documents signed securely via Penneo directly from Documendo

About 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.

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