Simplified document management
Eliminate reliance on multiple apps to complete simple tasks. Using PandaDoc, you can create, send and track proposals, contracts and quotes directly from within your Omniscient interface.
PandaDoc for Omniscient
Incorporate the power of PandaDoc’s document workflows within Omniscient’s robust platform – tailored exclusively for financial firms.
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Two powerful tools combined to solve the growing need for technology automation within the financial industry
Streamlined organization
Send, create and reference PandaDoc documents directly from within an individual contact in Omniscient – where all relationships, interactions and activities are managed. This enables advisors to view documents alongside other key contact information including portfolio details and communication – all in one place.
Enhanced eSignature capabilities
All documents are layered with eSignature functionality, unlocking the ability to send and collect secure, legally-binding signatures.
Customized features
Access a wide-variety of features that aid in creating hyper-personalized documents, including pre-built templates, custom branding and a dedicated content library.
Multiple reference points
Access documents across multiple places within Omniscient, including the Document Module and within the Client Portal.
Maximize integration benefits
The PandaDoc and Omniscient integration has a wide-variety of features available to streamline workflows and increase efficiencies. Looking for additional details on the integration, helpful resources or next steps on integrating the two tools? We’ve got you covered!
Who uses PandaDoc for Omniscient?
Financial service organizations
Using Omniscient’s powerful database platform, financial firms and advisors can easily create, send and track client documents directly from an individual contact – without the need for third-party tools that take them outside of Omniscient.
Disclaimer
PandaDoc’s integration with Omniscient was built directly by Omniscient, using the PandaDoc API. For additional details on Omniscient’s functionality and their Total Practice Management (TPM) Platform, visit Omniscient’s Integration Page.
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