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Connect Dun & Bradstreet data with PandaDoc

Examples

No code integration

Enrich quotes, contracts and proposals with real-time business data

Integrate the Dun & Bradstreet database into PandaDoc to automatically enrich business documents with up-to-date business information. Make your workflows more efficient and minimize errors with reliable data entry.

Real-time enrichment of business documents in PandaDoc

More than 250 data fields available for insights and segmentation

Automate data entry and improve document quality

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The benefits of D&B data in PandaDoc

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Faster, error-free document formatting

Use up-to-date, validated data from the D&B database to automatically complete quotations and contracts. No more manual entry required, saving you time and preventing errors.

Business insights directly into your documents

Add credit ratings, industry data, sales figures and other valuable insights to your business documents. Give customers and partners a professional and reliable overview.

Efficient and data-driven workflows

With more than 250 data fields from the D&B database, you can segment and create personalized documents tailored to specific customers and situations.

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Odoo Connect the Dun & Bradstreet database to Odoo to enrich your leads and accounts. Automate data entry, eliminate duplicates, and...

Exact With the D&B Zapier integration, you automatically receive all relevant credit information about a prospect or customer in Exact to...

ChatGPT Integrate the Dun & Bradstreet database with ChatGPT to provide deeper business insights. Enrich your AI interactions with up-to-date data,...

Frequently asked questions about this integration

What does the Dun & Bradstreet integration with PandaDoc do?

The integration automatically adds business data from the D&B database to PandaDoc documents, such as quotes and contracts.

Which data fields can be added?

Credit ratings, industry data, family structures, sales figures and more than 250 other data points.

How does this integration help with data quality?

Through automatic enrichment and verification, the integration eliminates data entry errors and guarantees up-to-date data.

Can I set up the integration myself?

Yes, with our user-friendly manual. Our experts are also here to help you.

Who is this integration suitable for?

For companies that use PandaDoc to manage business documents and want to improve data quality, such as in sales, marketing and legal teams.

How can I learn more about this integration?

Please contact us at this page for more information or a demo.

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