Penneo partnered with Documendo to make it easier to handle your document workflows and mass mailings.
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.
You get an integrated solution for:
You can easily tailor your document templates to each specific case, request other colleagues to contribute to its finalization, and/or ask for a review to get your document approved. Finally, the documents are sent out for secure signing via Penneo and received back in Documendo for storage.
With the same convenience, you can automatically send the same document to hundreds or thousands of recipients for signing or personalize the document for each recipient with merged information. You can also ask the recipients to add information to the document before signing.
You will:
Spend your time on what matters to you and creates the most value for your clients.
Get in touch and we’ll be happy to discuss your needs and how Penneo can help your organization.
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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All these modules can be combined in the same document creation flow.
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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