The Document Generator can be used to create beautiful documents which can be sent to your customers on the spot - during your meeting, while still talking to them.
When your sales reps are working with an interactive pitchbook that would benefit from this output document so that the results can be send straight away - avoiding administrative work afterwards and to use the momentum with your customer - you can get in touch with the d!nk support team to do it for you or as an enterprise admin you can create and manage your own templates:
STEP 1: Create a PandaDoc account
Go to https://www.pandadoc.com/ and register for an account.
The 'Individual' plan is the most basic offer available and sufficient to connect with d!nk, to setup the Document Generator.
STEP 2: Setup the connection between PandaDoc and d!nk