Connect PandaDoc with Glances to View Your Documents per Contact, Anywhere
Access your PandaDoc data when and where you need it, using Glances
Making your document workflow a breeze, PandaDoc offers e-signature capabilities, templates, approval workflows, and more to create impressive documents in minutes and get them signed in a snap. If you currently use PandaDoc, you can level up your workday efficiency with the ability to find your list of workflow documents per contact name while working in any app outside of PandaDoc, all made possible by the Glances no-code integration platform.
Whether you rely on Salesforce, monday.com, Constant Contact, or any other tools in your SaaS stack, Glances empowers you with a single view of your customer insights and personal tasks data across multiple apps, in real time. Glances works on any webpage you visit or within any app you use, so the big-picture data you need is always by your side.
Available PandaDoc views
When PandaDoc is connected to Glances, you can search by customer name and view a list of related documents within any web app or platform you prefer to work in. In the example screenshots below, the Glances user is referencing their latest PandaDoc documents while working in QuickBooks.
From the Glances Search tab, enter the name or email address of one of your contacts. From there, any available PandaDoc data related to your contact will appear in the PandaDoc List of Documents Glance. Scroll through the list and click on any document name to view the details. If you need to jump out of Glances and view anything directly in PandaDoc, just click on our handy external link to make it happen.
Actions for PandaDoc within Glances coming soon!
Similar to Glances users being able to create and send Clustdoc applications or QuickBooks invoices while using any platform, those that connect PandaDoc will be able to select and execute some multi-tasking actions for their customer documents and e-signature needs. Our development team is continually optimizing Glances with additional views and actions, so stay tuned for more product updates. If you need to see a specific view or data set from any of your web apps, contact our team to discuss custom options for your business.
Immediate ways to view your PandaDoc data using Glances
Glances acts as your go-to hub for viewing customer insights and personal tasks across all apps, unifying your once-siloed information so you can feel more organized, crush productivity, and get back in control of your workday goals. Below are the major pathways for using Glances to access not only your PandaDoc documents per customer, but data from all of your connected web apps anywhere:
1. By Browser
Once the browser extension is installed and you have connected your favorite apps, Glances will stamp a data point, such as an email address, that displays on the webpage you are viewing. To see data associated with that email, click the stamp. Alternatively, you can use the Glances widget in the corner of the page to see relevant data, including the ability to search by any name or email address. Consistent with the Glances web app, you will also see the My Daily Glances tab, which shows your personal tasks data across apps, such as: upcoming meetings, to-dos, and much more.
2. By Web and Mobile
If you have an internet connection, you can access your Glances from anywhere, on any device. Log in to your glances.com account, locate the top search bar, then enter any contact’s name or email address to view any related data across your apps. For the best mobile experience, go to m.glances.com, log in, and start your search.
3. By Other Apps
Glances has in-app functionality with workplace platforms like monday.com. Learn more about connecting these two powerful platforms and stay tuned for more in-app product launches.
Glances is your go-to hub for multiple apps, not just PandaDoc
You already depend on PandaDoc every day for your document and online signature needs, but we realize you likely spend a lot of time in other platforms important to your job. Finding both personal tasks and customer insights within various web apps is a huge, time-consuming struggle. Allow Glances to bring your favorite apps together, securely showing your data in a single view from whatever app you are using.
Integrate Glances with PandaDoc and all your apps to bring clarity to your workday
Start your free trial to connect your favorite business apps and access your data in one easy click, from any app or webpage. You can find and connect the PandaDoc app when you are logged in to your Glances account.
More helpful steps
Schedule a demo to see the awesome benefits of Glances in action or ask our team questions.
If you need to connect a specific app or platform with Glances that is not currently available on glances.com, please send your requests to hello@glances.com.
Find more step-by-step articles with the latest information on our support site.