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INTEGRATIONS

PandaDoc

Access and sync all of your documents via Tabs’ PandaDoc integration.

pandadoc

Overview

The PandaDoc integration with Tabs streamlines the contracts ingestion process by automatically pulling in signed and executed contracts into Tabs. This integration enables quick contract data flow into Tabs, ensuring smooth and accurate post-signature operations.

Features

  • Automated Contract Import: Automatically pulls signed contracts from PandaDoc into Tabs, ensuring they are immediately available for billing and revenue workflows
  • Real-Time Sync: Keeps Tabs updated with the latest contract statuses from PandaDoc, eliminating manual tracking and data entry
  • Centralized Contract Repository: Stores all signed contracts in Tabs, providing a reliable source for accurate billing and revenue recognition

Benefits

  • Automates the contract ingestion process, reducing manual work and errors
  • Ensures contracts are stored as the source of truth for accurate billing and revenue recognition
  • Provides real-time visibility into contract status, allowing teams to manage revenue processes with up-to-date information
  • Streamlines workflows by linking contracts directly to revenue automation tools in Tabs

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Alan Federman, VP of Finance, Canvas