Lead Gen CRM And Panda Doc

Opportunity Information

Lead Gen & CRM Field	Lead Gen & CRM Tab	Type	Sync Direction	PandaDoc Variables
Opportunity.opportunityName	Sales>opportunity>Overview> Opportunity Fields	Text		Opportunity.opportunityName
Opportunity.probability	Sales>opportunity>Overview> Opportunity Fields	Numeric		Opportunity.probability
Opportunity.isClosed	Sales>opportunity>Overview> Opportunity Fields	Numeric		Opportunity.isClosed
Opportunity.isWon	Sales>opportunity>Overview> Opportunity Fields	Numeric		Opportunity.isWon
Opportunity.closeDate	Sales>opportunity>Overview> Opportunity Fields	Date		Opportunity.closeDate
Opportunity.create Timestamp	Sales>opportunity>Overview> Opportunity Fields	Date		Opportunity.create Timestamp
Opportunity.originating LeadID	Sales>opportunity>Overview> Opportunity Fields	Numeric		Opportunity.originating LeadID
Custom – Opportunity Fields
Opportunity.envisionbx_ demonstration_meeting	Sales>opportunity>Overview> Opportunity Fields	Text		Opportunity.envisionbx_ demonstration_meeting
Opportunity.migrated_by	Sales>opportunity>Overview> Opportunity Fields	Text		Opportunity.migrated_by
Opportunity.how_many_ staff_do_you_have	Sales>opportunity>Overview> Opportunity Fields	Text		Opportunity.how_many_ staff_do_you_have
Opportunity.how_many_ staff_require_an_account_ for_the_software	Sales>opportunity>Overview> Opportunity Fields	Text		Opportunity.how_many_ staff_require_an_account_ for_the_software
Opportunity.description	Sales>opportunity>Overview> Opportunity Fields	Text		Opportunity.description
Opportunity.Status	Sales>opportunity>Overview> Opportunity Fields	Text

 

Navigation Information

Lead Owner (Envision Digital) Information

Lead Gen & CRM Field	Lead Gen & CRM Tab	Type	Sync Direction	PandaDoc Variables
Lead.companyName	Sales>opportunity>Overview	Text		Envision.Company
Lead.title	Sales>opportunity>Overview	Text		Envision.Title
Lead.firstName	Sales>opportunity>Overview	Text		Envision.FirstName
Lead.lastName	Sales>opportunity>Overview	Text		Envision.LastName
Lead.street	Sales>opportunity>Overview	Text		Envision.StreetAddress
Lead.city	Sales>opportunity>Overview	Text		Envision.City
Lead.country	Sales>opportunity>Overview	Text		Envision.Country
Lead.state	Sales>opportunity>Overview	Text		Envision.State
Lead.zipcode	Sales>opportunity>Overview	Text		Envision.PostalCode
Lead.emailAddress	Sales>opportunity>Overview	Text		Envision.Email
Lead.website	Sales>opportunity>Overview	Text		Envision.website
Lead.phoneNumber	Sales>opportunity>Overview	Text		Envision.Phone
Lead.officePhoneNumber	Sales>opportunity>Overview	Text		Envision.officePhoneNumber
Lead.mobilePhoneNumber	Sales>opportunity>Overview	Text		Envision.mobilePhoneNumber
Lead.description	Sales>opportunity>Overview	Text		Envision.description

 

Lead Owner (Client Primary Contact Information)

Lead Gen & CRM Field	Lead Gen & CRM Tab	Type	Sync Direction	PandaDoc Variables
Lead.firstName	Contact	Text		Client.FirstName
Lead.lastName	Contact	Text		Client.LastName
Lead.title	Contact	Text		Client.Title
Lead.stree	Contact	Text		Client.StreetAddress
Lead.city	Contact	Text		Client.City
Lead.country	Contact	Text		Client.Country
Lead.state	Contact	Text		Client.State
Lead.zipcode	Contact	Text		Client.PostalCode
Lead.emailAddress	Contact	Text		Client.Email
Lead.website	Contact	Text		Client.website
Lead.phoneNumber	Contact	Text		Client.contactPhone
Lead.officePhoneNumber	Contact	Text		Client.officePhoneNumber
Lead.mobilePhoneNumber	Contact	Text		Client.mobilePhoneNumber
Lead.description	Contact	Text		Client.description

 

Company Information (Primary Contact’s Company Information)

Lead Gen & CRM Field	Lead Gen & CRM Tab	Type	Sync Direction	PandaDoc Variables
Accounts.accountName	Contact	Text		Client.Company
Accounts.industry	Contact	Text		Client.industry
Accounts.phone	Contact	Text		Client.companyPhone
Accounts.annualRevenue	Contact	Numeric		Client.annualRevenue
Accounts.numberOfEmployees	Contact	Numeric		Client.numberOfEmployees
Accounts.website	Contact	Text		Client.companyWebsite
Accounts.billingCity	Contact	Text		Client.BillingCity
Accounts.billingCountry	Contact	Text		Client.billingCountry
Accounts.billingPostalCode	Contact	Text		Client.BillingPostalCode
Accounts.billingState	Contact	Text		Client.BillingState
Accounts.billingStreetAddress	Contact	Text		Client.BillingStreetAddress
Accounts.shippingCity	Contact	Text		Client.industry
Accounts.shippingCity	Contact	Text		Client.shippingCity
Accounts.shippingCountry	Contact	Text		Client.shippingCountry
Accounts.shippingPostalCode	Contact	Text		Client.shippingPostalCode
Accounts.shippingState	Contact	Text		Client.shippingState
Accounts.shippingStreetAddress	Contact	Text		Client.shippingStreetAddress

 

Campaign Information

Lead Gen & CRM Field	Lead Gen & CRM Tab	Type	Sync Direction	PandaDoc Variables
Campaign.campaignName	Sales>opportunity>Overview> Opportunity Fields	Text		Campaign.campaignName
Campaign.campaignType	Sales>opportunity>Overview> Opportunity Fields	Text		Campaign.campaignType
Campaign.campaignAlias	Sales>opportunity>Overview> Opportunity Fields	Text		Campaign.campaignAlias
Campaign.origin	Sales>opportunity>Overview> Opportunity Fields	Text		Campaign.origin
Campaign.startDate	Sales>opportunity>Overview> Opportunity Fields	Date		Campaign.startDate
Campaign.endDate	Sales>opportunity>Overview> Opportunity Fields	Text		Campaign.endDate

 

Deal Stage Information

Lead Gen & CRM Field	Lead Gen & CRM Tab	Type	Sync Direction	PandaDoc Variables
DealStages.dealStageName	Sales>opportunity>Overview> Opportunity Fields	Date		DealStages.dealStageName
DealStages.description	Sales>opportunity>Overview> Opportunity Fields	Date		DealStages.description
DealStages.defaultProbability	Sales>opportunity>Overview> Opportunity Fields	Numeric		DealStages.defaultProbability
DealStages.weight	Sales>opportunity>Overview> Opportunity Fields	Numeric		DealStages.weight

 

Reverse Sync Information

Lead Gen & CRM Field	Lead Gen & CRM Tab	Type	Sync Direction	PandaDoc Variables
Opportunity.amount	Sales>opportunity>Overview> Opportunity Fields	Numeric		DocumentValue
Opportunity.Status	Sales>opportunity>Overview> Opportunity Fields	Text

 

Panda Doc and Xero

Contact Information

PandaDoc Variables	Lead Gen & CRM Tab	Type	Sync Direction	Xero
Client.Company	Documents	Text		Contact.Name
Client.FirstName	Documents	Text		Contact.FirstName
Client.LastName	Documents	Text		Contact.LastName
Client.Email	Documents	Text		Contact.EmailAddress
Client.StreetAddress	Documents	Text		Contact.Addresses
Client.Phone	Documents	Numeric		Contact.Phone

 

Invoice Information

PandaDoc Variables	Lead Gen & CRM Tab	Type	Sync Direction	Xero
1. “ACCREC” (A sales invoice – commonly known as an Accounts Receivable or customer invoice) 2. “ACCPAY” (A bill – commonly known as an Accounts Payable or supplier invoice)	Documents	Varchar		Invoices.Type
Xero.ContactID	Documents	Varchar		Invoices.Contact.ContactID
				Invoices.Date
Xero.DueDate	Documents	Date		Invoices.DueDate
				Invoices.InvoiceNumber
Xero.Reference	Documents	Text		Invoices.Reference
Xero.BrandingThemeID	Documents	Varchar		Invoice.BrandingThemeID
Xero.CurrencyCode	Documents	Varchar		Invoice.CurrencyCode

 

Line Item Information (Just one Line Item is taken for reference from Pandadoc)

PandaDoc Variables	Lead Gen & CRM Tab	Type	Sync Direction	Xero
PricingTable.ItemCode	Documents	Text		Invoices.LineItem.ItemCode
PricingTable.Description	Documents	Text		Invoices.LineItems.Description
PricingTable.Quantity	Documents	Numeric		Invoices.LineItems.Quantity
PricingTable.UnitAmount	Documents	Numeric		Invoices.LineItems.UnitAmount
PricingTable.AccountCode	Documents	Text		Invoices.LineItems.AccountCode
PricingTable.TaxType	Documents	Text		Invoices.LineItems.TaxType
PricingTable.Tax	Documents	Numeric		Invoices.LineItems.TaxAmount
PricingTable.LineAmount	Documents	Text		Invoices.LineItems.LineAmount
PricingTable.Subtotal	Documents	Numeric		Invoices.LineItems.SubTotal
PricingTable.TotalTax	Documents	Text		Invoices.LineItems.TotalTax
PricingTable.DiscountRate	Documents	Text		Invoices.LineItems.DiscountRate
PricingTable.LineAmount	Documents	Text		Invoices.LineItems.LineAmount
PricingTable.Tracking.Name	Documents	Text		Invoices.LineItems.Tracking.Name
PricingTable.Tracking.Option/td>	Documents	Text		Invoices.LineItems.Tracking.Option

 

Xero and Stripe

1. Once you log in to your Xero account, go to your Settings.

2. After Clicking the Setting Option it will direct you to the Payment Services Tab.

3. Once you click the Payment Services it will lead you to the Add Payment Service Tab.

4. Setting up the Card Payments.

5. A New Page will open And help to Connect your Stripe Business Account.

6. Provide your Email and Password to connect to your Stripe Account.

7. A Verification Code will sent to your Phone Number & the given phone number should be linked with your Stripe Business Account.

8. After Verification of the Code, your should then be connected with your Stripe Business Account.

9. Connect Account from Xero to Stripe.

10. If you want to add a new Stripe Account Click Add Another account.

11. After clicking the add another account button a new tab will be opened and connect your Stripe Account.

12. After connecting to the new Stripe Account the screen will be displayed like the below Image.

   

PandaDoc and Jira

PandaDoc Variables	Lead Gen & CRM Tab	Type	Sync Direction	Jira
Client.Company	Documents	Text		Project.Name
Project.Key	Documents	Text		Project.Key
Project.TypeKey	Documents	Text		Project.TypeKey
Client.LogoUpload	Documents	Text		Project.Avatar
Opportunity.description	Documents	Text		Project.Description
Project.AssigneeType	Documents	Text		Project.AssigneeType
Project.DefaultAssignee	Documents	Text		Project.DefaultAssignee

 

---

 

Why use the envisionLXPJ?

Integrated Efficiency
envisionLXPJ seamlessly connects lead generation, CRM, sales proposals, invoicing, and project management, streamlining workflows and reducing manual tasks.

Effective Sales Process
With PandaDoc integration, sales teams can quickly create and manage professional proposals, leading to improved lead conversion and enhanced client communication.

Simplified Financial Management
Integration with Stripe and Xero automates invoicing and financial processes, reducing errors and ensuring accurate records.

Efficient Project Setup
Pushing Company/Contact info to Jira simplifies project initiation, minimizing duplication and errors while saving time.

Global Accessibility and Insights
As a global app, envisionLXPJ offers standardized operations, while its integrated analytics provide data-driven insights for better decision-making.

How does envisionLXPJ work?

Lead Generation & CRM Integration
• Leads generated through various channels are seamlessly captured within the envisionLXPJ system.
• CRM data is populated with lead details, interactions, and preferences, creating a centralized repository for sales teams.

Sales Proposals with PandaDoc
• When a lead progresses, sales teams initiate the creation of a sales proposal within envisionLXPJ.
• Key lead and CRM data are automatically populated into the proposal template, reducing manual data entry.
• Teams collaborate on proposal content within the platform, ensuring accurate and persuasive proposals.

Invoicing with Stripe and Xero
• After proposal acceptance, the system triggers an automatic invoicing process.
• envisionLXPJ interfaces with Stripe to generate invoices reflecting agreed-upon terms.
• Invoices are sent to clients securely via Stripe, and payment details are synchronized with the invoicing module in envisionLXPJ.

Project Setup in Jira
• Once payment is confirmed, the project setup phase is initiated.
• Relevant Company/Contact information is seamlessly pushed from PandaDoc to Jira, ensuring consistency and accuracy.
• Project managers initiate projects within Jira, which are pre-populated with essential details, reducing manual setup efforts.

Global Accessibility and Insights
• Throughout the process, envisionLXPJ maintains a standardized USD currency usage for global consistency.
• The integrated analytics module compiles data from lead generation, CRM, sales, invoicing, and project management, providing valuable insights.
• Businesses can access data-driven reports and visualizations to monitor performance, optimize processes, and make informed decisions.

Scalability and Customization
• As business needs evolve, envisionLXPJ offers the flexibility to add or modify integrations.
• New integrations can be seamlessly incorporated into the existing workflow, allowing businesses to adapt to changing requirements.

 

 

ABOUT LEAD GEN & CRM (CONSTANT CONTACT)

Lead Gen & CRM can be a great solution for both marketing automation and CRM. The combination of marketing automation and CRM in a single platform has many advantages.

 

	Seamless User Experience Lead Gen & CRM offers a user-friendly interface that ensures a smooth and intuitive experience, eliminating the need for complex data transfers between systems.
	Enhanced Communication The Smart Mail integration empowers salespeople to send personalized, one-off emails and schedule them, tracking interactions within the Lead’s activity timeline for more effective communication.
	Proactive Lead Engagement The feature that notifies salespeople when leads return to the website enables timely follow-ups, putting marketing automation capabilities directly in the hands of sales teams and improving lead engagement and conversion rates.

 

ABOUT XERO ACCOUNTING SOFTWARE

Xero is world-leading online accounting software built for small business.

 

	Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
	Run your business on the go. Use Xero Accounting Software our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
	Reconcile in seconds. Xero Accounting Software imports and categorises your latest bank transactions. Just click ok to reconcile.

 

More About Xero Accounting Software

Learn More about how Xero Accounting Software can benefit your business.

Try Xero For Free

 

 

ABOUT PANDADOC

PandaDoc streamlines document creation and signing for sales teams, offering customizable templates; real-time collaboration; and integrated eSignatures, resulting in accelerated workflows, improved accuracy, and enhanced deal closures.

 

	Effortless Document Creation PandaDoc simplifies the document creation process with customizable templates, enabling users to swiftly generate professional proposals, contracts, and quotes.
	Real-time Collaboration The platform facilitates seamless team collaboration, allowing multiple stakeholders to contribute and review documents simultaneously, ensuring accuracy and alignment.
	Accelerated Deal Closures Integrated electronic signatures expedite the signing process, reducing delays and enabling businesses to finalize deals faster, enhancing overall sales efficiency.

 

 

 

ABOUT STRIPE

Stripe is a secure online payment gateway simplifying transactions for businesses and customers.

 

	Effortless Transactions Stripe enables businesses to seamlessly accept payments online, streamlining the checkout process for customers.
	Enhanced Security With advanced security measures, including encryption and fraud detection, Stripe ensures safe and protected payment transactions.
	Global Reach Stripe supports payments from around the world, allowing businesses to expand their customer base and tap into international markets.

 

 

 

ABOUT JIRA

Jira is a robust project management and issue-tracking platform designed to enhance team collaboration and project efficiency.

 

	Streamlined Project Management Jira offers comprehensive tools for planning, tracking, and managing projects, optimizing workflows, and ensuring project milestones are met.
	Collaborative Workspace With features like task assignment, commenting, and document sharing, Jira promotes effective team collaboration and communication.
	Customizable Workflows Jira’s flexibility allows teams to create custom workflows tailored to their processes, adapting the platform to fit specific project needs.

 

 

Lead Gen CRM And Panda Doc

Opportunity Information

Lead Gen & CRM Field	Lead Gen & CRM Tab	Type	Sync Direction	PandaDoc Variables
Opportunity. opportunity Name	Sales>opportunity> Overview> Opportunity Fields	Text		Opportunity. opportunity Name
Opportunity. probability	Sales>opportunity> Overview> Opportunity Fields	Numeric		Opportunity. probability
Opportunity. isClosed	Sales>opportunity> Overview> Opportunity Fields	Numeric		Opportunity. isClosed
Opportunity. isWon	Sales>opportunity> Overview> Opportunity Fields	Numeric		Opportunity. isWon
Opportunity. closeDate	Sales>opportunity> Overview> Opportunity Fields	Date		Opportunity. closeDate
Opportunity. create Timestamp	Sales>opportunity> Overview> Opportunity Fields	Date		Opportunity. create Timestamp
Opportunity. originating LeadID	Sales>opportunity> Overview> Opportunity Fields	Numeric		Opportunity. originating LeadID
Custom – Opportunity Fields
Opportunity. envisionbx_ demonstration_ meeting	Sales>opportunity> Overview> Opportunity Fields	Text		Opportunity. envisionbx_ demonstration_ meeting
Opportunity. migrated_by	Sales>opportunity> Overview> Opportunity Fields	Text		Opportunity. migrated_by
Opportunity. how_many_ staff_do_ you_have	Sales>opportunity> Overview> Opportunity Fields	Text		Opportunity. how_many_ staff_do_ you_have
Opportunity. how_many_ staff_require _an_account_ for_the_ software	Sales>opportunity> Overview> Opportunity Fields	Text		Opportunity. how_many_ staff_require _an_account_ for_the_ software
Opportunity. description	Sales>opportunity> Overview> Opportunity Fields	Text		Opportunity. description
Opportunity. Status	Sales>opportunity> Overview> Opportunity Fields	Text

 

Navigation Information

Lead Owner (Envision Digital) Information

Lead Gen & CRM Field	Lead Gen & CRM Tab	Type	Sync Direction	PandaDoc Variables
Lead.company Name	Sales>opportunity> Overview	Text		Envision.Company
Lead.title	Sales>opportunity> Overview	Text		Envision.Title
Lead. firstName	Sales>opportunity> Overview	Text		Envision. FirstName
Lead. lastName	Sales>opportunity> Overview	Text		Envision. LastName
Lead.street	Sales>opportunity> Overview	Text		Envision. StreetAddress
Lead.city	Sales>opportunity> Overview	Text		Envision.City
Lead.country	Sales>opportunity> Overview	Text		Envision.Country
Lead.state	Sales>opportunity> Overview	Text		Envision.State
Lead.zipcode	Sales>opportunity> Overview	Text		Envision. PostalCode
Lead.email Address	Sales>opportunity> Overview	Text		Envision.Email
Lead.website	Sales>opportunity> Overview	Text		Envision.website
Lead.phone Number	Sales>opportunity> Overview	Text		Envision.Phone
Lead.office PhoneNumber	Sales>opportunity> Overview	Text		Envision.office PhoneNumber
Lead.mobile PhoneNumber	Sales>opportunity> Overview	Text		Envision.mobile PhoneNumber
Lead. description	Sales>opportunity> Overview	Text		Envision. description

 

Lead Owner (Client Primary Contact Information)

Lead Gen & CRM Field	Lead Gen & CRM Tab	Type	Sync Direction	PandaDoc Variables
Lead.firstName	Contact	Text		Client.FirstName
Lead.lastName	Contact	Text		Client.LastName
Lead.title	Contact	Text		Client.Title
Lead.stree	Contact	Text		Client.StreetAddress
Lead.city	Contact	Text		Client.City
Lead.country	Contact	Text		Client.Country
Lead.state	Contact	Text		Client.State
Lead.zipcode	Contact	Text		Client.PostalCode
Lead.emailAddress	Contact	Text		Client.Email
Lead.website	Contact	Text		Client.website
Lead.phone Number	Contact	Text		Client.contact Phone
Lead.office PhoneNumber	Contact	Text		Client.office PhoneNumber
Lead.mobile PhoneNumber	Contact	Text		Client.mobile PhoneNumber
Lead.description	Contact	Text		Client.description

 

Company Information (Primary Contact’s Company Information)

Lead Gen & CRM Field	Lead Gen & CRM Tab	Type	Sync Direction	PandaDoc Variables
Accounts.account Name	Contact	Text		Client.Company
Accounts.industry	Contact	Text		Client.industry
Accounts.phone	Contact	Text		Client.company Phone
Accounts. annualRevenue	Contact	Numeric		Client. annualRevenue
Accounts.number OfEmployees	Contact	Numeric		Client.number OfEmployees
Accounts.website	Contact	Text		Client.company Website
Accounts.billing City	Contact	Text		Client.Billing City
Accounts.billing Country	Contact	Text		Client.billing Country
Accounts.billing PostalCode	Contact	Text		Client.Billing PostalCode
Accounts.billing State	Contact	Text		Client.Billing State
Accounts.billing StreetAddress	Contact	Text		Client.Billing StreetAddress
Accounts.shipping City	Contact	Text		Client.industry
Accounts.shipping City	Contact	Text		Client.shipping City
Accounts.shipping Country	Contact	Text		Client.shipping Country
Accounts.shipping PostalCode	Contact	Text		Client.shipping PostalCode
Accounts.shipping State	Contact	Text		Client.shipping State
Accounts.shipping StreetAddress	Contact	Text		Client.shipping StreetAddress

 

Campaign Information

Lead Gen & CRM Field	Lead Gen & CRM Tab	Type	Sync Direction	PandaDoc Variables
Campaign. campaignName	Sales>opportunity> Overview> Opportunity Fields	Text		Campaign. campaignName
Campaign. campaignType	Sales>opportunity> Overview> Opportunity Fields	Text		Campaign. campaignType
Campaign. campaignAlias	Sales>opportunity> Overview> Opportunity Fields	Text		Campaign. campaignAlias
Campaign. origin	Sales>opportunity> Overview> Opportunity Fields	Text		Campaign. origin
Campaign. startDate	Sales>opportunity> Overview> Opportunity Fields	Date		Campaign. startDate
Campaign. endDate	Sales>opportunity> Overview> Opportunity Fields	Text		Campaign. endDate

 

Deal Stage Information

Lead Gen & CRM Field	Lead Gen & CRM Tab	Type	Sync Direction	PandaDoc Variables
DealStages. dealStage Name	Sales>opportunity> Overview> Opportunity Fields	Date		DealStages. dealStage Name
DealStages. description	Sales>opportunity> Overview> Opportunity Fields	Date		DealStages. description
DealStages. default Probability	Sales>opportunity> Overview> Opportunity Fields	Numeric		DealStages. default Probability
DealStages. weight	Sales>opportunity> Overview> Opportunity Fields	Numeric		DealStages. weight

 

Reverse Sync Information

Lead Gen & CRM Field	Lead Gen & CRM Tab	Type	Sync Direction	PandaDoc Variables
Opportunity. amount	Sales>opportunity> Overview> Opportunity Fields	Numeric		DocumentValue
Opportunity. Status	Sales>opportunity> Overview> Opportunity Fields	Text

 

Panda Doc and Xero

Contact Information

PandaDoc Variables	Lead Gen & CRM Tab	Type	Sync Direction	Xero
Client.Company	Documents	Text		Contact.Name
Client.FirstName	Documents	Text		Contact.FirstName
Client.LastName	Documents	Text		Contact.LastName
Client.Email	Documents	Text		Contact.Email Address
Client.Street Address	Documents	Text		Contact.Addresses
Client.Phone	Documents	Numeric		Contact.Phone

 

Invoice Information

PandaDoc Variables	Lead Gen & CRM Tab	Type	Sync Direction	Xero
1. “ACCREC” (A sales invoice – commonly known as an Accounts Receivable or customer invoice) 2. “ACCPAY” (A bill – commonly known as an Accounts Payable or supplier invoice)	Documents	Varchar		Invoices.Type
Xero.ContactID	Documents	Varchar		Invoices.Contact. ContactID
				Invoices.Date
Xero.DueDate	Documents	Date		Invoices.DueDate
				Invoices. InvoiceNumber
Xero.Reference	Documents	Text		Invoices. Reference
Xero. BrandingThemeID	Documents	Varchar		Invoice. BrandingThemeID
Xero. CurrencyCode	Documents	Varchar		Invoice. CurrencyCode

 

Line Item Information (Just one Line Item is taken for reference from Pandadoc)

PandaDoc Variables	Lead Gen & CRM Tab	Type	Sync Direction	Xero
PricingTable. ItemCode	Documents	Text		Invoices.LineItem. ItemCode
PricingTable. Description	Documents	Text		Invoices.LineItems. Description
PricingTable. Quantity	Documents	Numeric		Invoices.LineItems. Quantity
PricingTable. UnitAmount	Documents	Numeric		Invoices.LineItems. UnitAmount
PricingTable. AccountCode	Documents	Text		Invoices.LineItems. AccountCode
PricingTable. TaxType	Documents	Text		Invoices.LineItems. TaxType
PricingTable. Tax	Documents	Numeric		Invoices.LineItems. TaxAmount
PricingTable. LineAmount	Documents	Text		Invoices.LineItems. LineAmount
PricingTable. Subtotal	Documents	Numeric		Invoices.LineItems. SubTotal
PricingTable. TotalTax	Documents	Text		Invoices.LineItems. TotalTax
PricingTable. DiscountRate	Documents	Text		Invoices.LineItems. DiscountRate
PricingTable. LineAmount	Documents	Text		Invoices.LineItems. LineAmount
PricingTable. Tracking.Name	Documents	Text		Invoices.LineItems. Tracking.Name
PricingTable. Tracking.Option	Documents	Text		Invoices.LineItems. Tracking.Option

 

Xero and Stripe

1. Once you log in to your Xero account, go to your Settings.

 
2. After Clicking the Setting Option it will direct you to the Payment Services Tab.

 
3. Once you click the Payment Services it will lead you to the Add Payment Service Tab.

 
4. Setting up the Card Payments.

 
5. A New Page will open And help to Connect your Stripe Business Account.

 
6. Provide your Email and Password to connect to your Stripe Account.

 
7. A Verification Code will sent to your Phone Number & the given phone number should be linked with your Stripe Business Account.

 
8. After Verification of the Code, your should then be connected with your Stripe Business Account.

 
9. Connect Account from Xero to Stripe.

 
10. If you want to add a new Stripe Account Click Add Another account.

 
11. After clicking the add another account button a new tab will be opened and connect your Stripe Account.

 
12. After connecting to the new Stripe Account the screen will be displayed like the below Image.

 

PandaDoc and Jira

PandaDoc Variables	Lead Gen & CRM Tab	Type	Sync Direction	Jira
Client.Company	Documents	Text		Project.Name
Project.Key	Documents	Text		Project.Key
Project.TypeKey	Documents	Text		Project.TypeKey
Client.LogoUpload	Documents	Text		Project.Avatar
Opportunity. description	Documents	Text		Project.Description
Project.Assignee Type	Documents	Text		Project.Assignee Type
Project.Default Assignee	Documents	Text		Project.Default Assignee

 

---

 

Why use the envisionLXPJ?

Integrated Efficiency
envisionLXPJ seamlessly connects lead generation, CRM, sales proposals, invoicing, and project management, streamlining workflows and reducing manual tasks.

Effective Sales Process
With PandaDoc integration, sales teams can quickly create and manage professional proposals, leading to improved lead conversion and enhanced client communication.

Simplified Financial Management
Integration with Stripe and Xero automates invoicing and financial processes, reducing errors and ensuring accurate records.

Efficient Project Setup
Pushing Company/Contact info to Jira simplifies project initiation, minimizing duplication and errors while saving time.

Global Accessibility and Insights
As a global app, envisionLXPJ offers standardized operations, while its integrated analytics provide data-driven insights for better decision-making.

How does envisionLXPJ work?

Lead Generation & CRM Integration
• Leads generated through various channels are seamlessly captured within the envisionLXPJ system.
• CRM data is populated with lead details, interactions, and preferences, creating a centralized repository for sales teams.

Sales Proposals with PandaDoc
• When a lead progresses, sales teams initiate the creation of a sales proposal within envisionLXPJ.
• Key lead and CRM data are automatically populated into the proposal template, reducing manual data entry.
• Teams collaborate on proposal content within the platform, ensuring accurate and persuasive proposals.

Invoicing with Stripe and Xero
• After proposal acceptance, the system triggers an automatic invoicing process.
• envisionLXPJ interfaces with Stripe to generate invoices reflecting agreed-upon terms.
• Invoices are sent to clients securely via Stripe, and payment details are synchronized with the invoicing module in envisionLXPJ.

Project Setup in Jira
• Once payment is confirmed, the project setup phase is initiated.
• Relevant Company/Contact information is seamlessly pushed from PandaDoc to Jira, ensuring consistency and accuracy.
• Project managers initiate projects within Jira, which are pre-populated with essential details, reducing manual setup efforts.

Global Accessibility and Insights
• Throughout the process, envisionLXPJ maintains a standardized USD currency usage for global consistency.
• The integrated analytics module compiles data from lead generation, CRM, sales, invoicing, and project management, providing valuable insights.
• Businesses can access data-driven reports and visualizations to monitor performance, optimize processes, and make informed decisions.

Scalability and Customization
• As business needs evolve, envisionLXPJ offers the flexibility to add or modify integrations.
• New integrations can be seamlessly incorporated into the existing workflow, allowing businesses to adapt to changing requirements.

 

 

ABOUT LEAD GEN & CRM (CONSTANT CONTACT)

Lead Gen & CRM can be a great solution for both marketing automation and CRM. The combination of marketing automation and CRM in a single platform has many advantages.

 

	Seamless User Experience Lead Gen & CRM offers a user-friendly interface that ensures a smooth and intuitive experience, eliminating the need for complex data transfers between systems.
	Enhanced Communication The Smart Mail integration empowers salespeople to send personalized, one-off emails and schedule them, tracking interactions within the Lead’s activity timeline for more effective communication.
	Proactive Lead Engagement The feature that notifies salespeople when leads return to the website enables timely follow-ups, putting marketing automation capabilities directly in the hands of sales teams and improving lead engagement and conversion rates.

 

ABOUT XERO ACCOUNTING SOFTWARE

Xero is world-leading online accounting software built for small business.

 

	Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
	Run your business on the go. Use Xero Accounting Software our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
	Reconcile in seconds. Xero Accounting Software imports and categorises your latest bank transactions. Just click ok to reconcile.

 

More About Xero Accounting Software

Learn More about how Xero Accounting Software can benefit your business.

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ABOUT PANDADOC

PandaDoc streamlines document creation and signing for sales teams, offering customizable templates; real-time collaboration; and integrated eSignatures, resulting in accelerated workflows, improved accuracy, and enhanced deal closures.

 

	Effortless Document Creation PandaDoc simplifies the document creation process with customizable templates, enabling users to swiftly generate professional proposals, contracts, and quotes.
	Real-time Collaboration The platform facilitates seamless team collaboration, allowing multiple stakeholders to contribute and review documents simultaneously, ensuring accuracy and alignment.
	Accelerated Deal Closures Integrated electronic signatures expedite the signing process, reducing delays and enabling businesses to finalize deals faster, enhancing overall sales efficiency.

 

 

 

ABOUT PANDADOC

Stripe is a secure online payment gateway simplifying transactions for businesses and customers.

 

	Effortless Transactions With advanced security measures, including encryption and fraud detection, Stripe ensures safe and protected payment transactions.
	Enhanced Security With advanced security measures, including encryption and fraud detection, Stripe ensures safe and protected payment transactions.
	Global Reach Stripe supports payments from around the world, allowing businesses to expand their customer base and tap into international markets.

 

 

 

ABOUT JIRA

Jira is a robust project management and issue-tracking platform designed to enhance team collaboration and project efficiency.

 

	Effortless Transactions Jira offers comprehensive tools for planning, tracking, and managing projects, optimizing workflows, and ensuring project milestones are met.
	Collaborative Workspace With features like task assignment, commenting, and document sharing, Jira promotes effective team collaboration and communication.
	Customizable Workflows Jira’s flexibility allows teams to create custom workflows tailored to their processes, adapting the platform to fit specific project needs.