PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Attach signed supplier agreements to your matching purchase tasks.
Your purchase tasks carry the completed supplier agreement link, so your team can open the right document from the order's task.
Add completed agreement links to the purchase tasks you manage.
Your team can open completed agreements from purchase tasks, even when those tasks started without links.
Close purchase signature steps after verifying supplier agreements are signed.
Your purchase task list catches up with signed agreements each business morning, so completed signatures no longer sit open.
Confirm linked agreements are complete before finishing purchase steps.
Your purchase signature steps close after the linked agreement is complete, with the agreement link kept on the task.