Integration

Boost efficiency with PandaDoc + Omniscient

Boost efficiency with PandaDoc + Omniscient

Benjamin Franklin once said, “Time is Money,” along with some other Ole English stuff that equates to your time is valuable, and you should use it wisely because you can never get it back. 

When you have to manually enter data or upload files from one app to the next, it can cost you time. 

In the time it takes for you to switch between applications to accomplish simple, everyday tasks, you could have taken a walk in the park or spent quality time with family and friends.  

We value your time, and that’s why we’re excited to introduce our newest integration – PandaDoc for Omniscient. Omniscient is an all-in-one software platform built for financial advisors that combines features like CRM, a client portal, portfolio management, document management and compliance into one robust tool. The Omniscient platform was built to automate 80% of a financial firm’s business activities.

Omniscient now utilizes the PandaDoc API and allows you to create, send, and track proposals, contracts, and quotes through PandaDoc directly within your Omniscient interface. 

Here’s what you can do with our new, cutting-edge integration: 

  • View all client-centric data and documents in one place
  • Send and collect secure, legally binding signatures
  • Access the full functionality of PandaDoc, including our Template Gallery and dedicated content library to create personalized documents

Ready to check out Omniscient? Visit our Omniscient landing page to learn more. Or, if you’re already using Omniscient, check out this helpful resource that demonstrates the steps needed to set up the integration within your existing PandaDoc account.

Take a demo with a product specialist