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Early Access: Invoicing Apps for Sell

The Apps listed below can be enabled on your Sell account to create more seamless workflows for sales reps, particularly when it comes to managing invoices, quotes, contracts, and more. 

We recommend starting with this help article if you haven't already checked it out: Early Access: Apps for Zendesk Sell

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PandaDoc

What is PandaDoc? PandaDoc is a web-based document management solution that enable salespeople to create, deliver, and share documents online and place their legally binding signatures for faster paperless transactions.

Note: As a reminder, we have a native integration with PandaDoc that can work together with this new App. 

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What is the PandaDoc App? This Sell app allows you to: 

  • Create a new PandaDoc directly from a deal card in Sell
  • View all PandaDocs associated with a given deal along with important document details, such as pricing and dates
  • See the status of documents from deal cards in Sell
Tip: If you haven’t signed up for the Early Access Program, get in line here!

 

FreshBooks

What is FreshBooks? FreshBooks is cloud-based accounting software that simplifies the billing process for businesses with estimates and invoicing that are easy to use. Learn about FreshBooks here.

What is the FreshBooks App? This Sell app allows you to: 

  • Create a new FreshBooks invoice or estimate directly from a lead or contact in Sell
  • View all FreshBook invoices associated with a given lead or contact along with important payment details
  • See the status of invoices and estimates from lead and contact cards in Sell

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Tip: If you haven’t signed up for the Early Access Program, get in line here!