You connect PandaDoc to Centerflow once. After that, Centerflow matches every new proposal to the lead that came in earlier, based on customer details such as the email address.
PandaDoc
With the PandaDoc integration you see per campaign, keyword and channel which leads receive a proposal and which proposals get signed.
Overview
There is often a proposal between a lead and a customer. By connecting PandaDoc, the platform for proposals, contracts and e-signatures, to Centerflow, sent and accepted proposals are linked to the lead that generated them, including the proposal amount. So you see not only which campaigns generate enquiries, but also which campaigns lead to signed deals. You send that value to Google Ads as an offline conversion, so your campaigns optimise for deals instead of just enquiries.
What you get with PandaDoc and Centerflow:
- Link sent and accepted proposals from PandaDoc to the lead in Centerflow
- Use the proposal amount as the value of the lead
- See per campaign, keyword and channel how many proposals get signed
- Compare per channel how many leads turn into a signed proposal
- Send signed proposals to Google Ads as offline conversions with value
- Let your campaigns optimise for deals instead of just enquiries
FAQ’s
Yes. As soon as a proposal is accepted, the lead in Centerflow is updated with the value of the deal.
Yes. You send signed proposals to Google Ads as offline conversions with value, so your campaigns optimise for real revenue.