ask zach of bamboohr
Ask Envision Digital Staff

REGISTER INTEREST

Please complete the form if you have any questions or concerns.

envisionLXPJ A Global Multi-Connector App, between Lead Gen & CRM (Constant Contact), PandaDoc, Xero, Stripe and Jira.

A Global Multi-Connector App, between Lead Gen & CRM (Constant Contact), PandaDoc, Xero, Stripe and Jira.

Automate Sales Proposals from your Sales Pipeline

Available in the following Regions:

Available
Globally

REGISTER INTEREST

Please complete the form if you have any questions or concerns.

envisionLXPJ Register Here button

3 KEY BENEFITS

More time for salespeople to sell!

More time for salespeople to sell!

Send draft invoices to Xero!

Send draft invoices to Xero!

Set up projects in Jira!

Set up projects in Jira!

Integration 2 – PandaDoc and Xero & Integration 3 – PandaDoc and Jira – Launches globally on 5th March 2024

Select Integration Option(s):

envisionLXPJ Pricing Integration 1

*Please note: Any fields required, outside of the fields listed in the Integration list below, will be charged per field on application.

**Pricing is based on up to 10 PandaDoc templates. Any additional templates are completed based on time at $200 per hour.

envisionLXPJ Pricing Integration 2
envisionLXPJ Pricing Integration 3

Promotion: $800 USD Implementation Fee if you choose all 3 integrations at one time. (Only applies to Tier 1 & 2)

envisionLXPJ Implementation Stages

envisionLXPJ High-Level Workflow

envisionlxpj integration type

Integration Type

Two-way via API

envisionlxpj direction of data flow

Direction of Data Flow

Both ways
(see details below)

envisionlxpj sync trigger

Sync Trigger

It’s scheduled to sync at
a regular time interval.

envisionlxpj sync frequency

Sync Frequency

Employees sync every 30 minutes.
Leave balances and approved
requests sync daiy.

Support Phone:

Australia (Sydney & Perth):
1300 074 484
Support Email:

info@envisiondigital.com.au

 

Support Office Hours and Timezone:

8:30am – 5:00pm Western Standard Time (WST)


General Benefits



envisionLXPJ

  It is a Global Multi-Connector App between Lead Gen & CRM (Constant Contact), PandaDoc, Xero, Stripe and Jira.


Unique

  First time that such an integration has been built globally. Data provided can be used to save time by setting up
  other business systems e.g. Xero/Stripe and Jira.


Integrity of Data

  Improves the integrity of the data flow between the two systems. Creates the one “Source of Truth”.


Safe and Secure Data

  Connector App is hosted on Google Cloud. Envision Digital is ISO27001 certified.


Cost-benefit Analysis

  ROI is certain due to the competitive pricing to meet the needs of different-sized companies and the time that it saves not having
  to do data entry several times.


Integrated Efficiency

  envisionLXPJ seamlessly connects lead generation, CRM, sales proposals, invoicing, and project management, streamlining workflows
  and reducing manual tasks. Significantly reduces time spent on double data entry between CRM and proposal software.


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.
  Fully supported globally. 


Envision Digital® has been assessed and certified by Compass Assurance Services to the following management systems, standards, and guidelines:

 


ISO 9001:2015

Quality Management Systems


ISO 27001:2013

Information Security
Management Systems

Envision Digital® has also committed to full compliance with the General Data Protection Regulation (GDPR)

 

Integration 1: Lead Gen & CRM and PandaDoc

Opportunity Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Opportunity.OpportunityName*Sales>opportunity>Overview>
Opportunity Fields
TextOpportunity.OpportunityName
Opportunity.Probability*Sales>opportunity>Overview>
Opportunity Fields
NumericOpportunity.Probability
Opportunity.IsClosedSales>opportunity>Overview>
Opportunity Fields
NumericOpportunity.IsClosed
Opportunity.IsWonSales>opportunity>Overview>
Opportunity Fields
NumericOpportunity.IsWon
Opportunity.CloseDate*Sales>opportunity>Overview>
Opportunity Fields
DateOpportunity.CloseDate
Opportunity.Create
Timestamp
Sales>opportunity>Overview>
Opportunity Fields
DateOpportunity.Create
Timestamp
Opportunity.Originating
LeadID
Sales>opportunity>Overview>
Opportunity Fields
NumericOpportunity.Originating
LeadID
Opportunity.Status*Sales>opportunity>Overview>
Opportunity Fields
TextOpportunity.Status
Opportunity.Id*Sales>opportunity>Overview>
Opportunity Fields
NumericOpportunity.Id
Opportunity Custom Fields Information Sync
Opportunity.Migrated_bySales>opportunity>Overview>
Opportunity Fields
TextOpportunity.Migrated_by
Opportunity.How_many_
staff_do_you_have
Sales>opportunity>Overview>
Opportunity Fields
TextOpportunity.How_many_
staff_do_you_have
Opportunity.How_many_
staff_require_an_account_
for_the_software
Sales>opportunity>Overview>
Opportunity Fields
TextOpportunity.How_many_
staff_require_an_account_
for_the_software
Opportunity.DescriptionSales>opportunity>Overview>
Opportunity Fields
TextOpportunity.Description
PandaDoc.Template*Sales>opportunity>Overview>
Opportunity Fields

 

Navigation Information

Lead Owner (Envision Digital) Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Lead.CompanyName*Sales>opportunity>OverviewTextEnvision.CompanyName*
Lead.Title*Sales>opportunity>OverviewTextEnvision.Title*
Lead.FirstName*Sales>opportunity>OverviewTextEnvision.FirstName*
Lead.LastName*Sales>opportunity>OverviewTextEnvision.LastName*
Lead.StreetSales>opportunity>OverviewTextEnvision.Street
Lead.CitySales>opportunity>OverviewTextEnvision.City
Lead.CountrySales>opportunity>OverviewTextEnvision.Country
Lead.StateSales>opportunity>OverviewTextEnvision.State
Lead.ZipcodeSales>opportunity>OverviewTextEnvision.Zipcode
Lead.EmailAddress*Sales>opportunity>OverviewTextEnvision.EmailAddress*
Lead.WebsiteSales>opportunity>OverviewTextEnvision.Website
Lead.PhoneNumberSales>opportunity>OverviewTextEnvision.PhoneNumber
Lead.OfficePhoneNumberSales>opportunity>OverviewTextEnvision.OfficePhoneNumber
Lead.MobilePhoneNumber*Sales>opportunity>OverviewTextEnvision.MobilePhoneNumber*
Lead.DescriptionSales>opportunity>OverviewTextEnvision.Description

 

Primary Client Contact Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Lead.FirstName*ContactTextClient.FirstName*
Lead.LastName*ContactTextClient.LastName*
Lead.TitleContactTextClient.Title
Lead.StreetContactTextClient.Street
Lead.CityContactTextClient.City
Lead.CountryContactTextClient.Country
Lead.StateContactTextClient.State
Lead.ZipcodeContactTextClient.ZipCode
Lead.EmailAddress*ContactTextClient.EmailAddress*
Lead.WebsiteContactTextClient.Website
Lead.PhoneNumberContactTextClient.PhoneNumber
Lead.OfficePhoneNumberContactTextClient.OfficePhoneNumber
Lead.MobilePhoneNumber*ContactTextClient.MobilePhoneNumber*
Lead.DescriptionContactTextClient.Description

 

Primary Client Company Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Accounts.AccountName*ContactTextClient.AccopuntName*
Accounts.IndustryContactTextClient.Industry
Accounts.PhoneContactTextClient.Phone
Accounts.AnnualRevenueContactNumericClient.AnnualRevenue
Accounts.NumberOfEmployeesContactNumericClient.NumberOfEmployees
Accounts.WebsiteContactTextClient.Website
Accounts.BillingCityContactTextClient.BillingCity
Accounts.BillingCountryContactTextClient.BillingCountry
Accounts.BillingPostalCodeContactTextClient.BillingPostalCode
Accounts.BillingStateContactTextClient.BillingState
Accounts.BillingStreetAddressContactTextClient.BillingStreetAddress
Accounts.ShippingCityContactTextClient.ShippingCity
Accounts.ShippingCountryContactTextClient.ShippingCountry
Accounts.ShippingPostalCodeContactTextClient.ShippingPostalCode
Accounts.ShippingStateContactTextClient.ShippingState
Accounts.ShippingStreetAddressContactTextClient.ShippingStreetAddress

 

Campaign Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Campaign.CampaignName*Sales>opportunity>Overview>
Opportunity Fields
TextCampaign.CampaignName*
Campaign.CampaignTypeSales>opportunity>Overview>
Opportunity Fields
TextCampaign.CampaignType
Campaign.CampaignAliasSales>opportunity>Overview>
Opportunity Fields
TextCampaign.CampaignAlias
Campaign.Origin*Sales>opportunity>Overview>
Opportunity Fields
TextCampaign.Origin*
Campaign.StartDateSales>opportunity>Overview>
Opportunity Fields
DateCampaign.StartDate
Campaign.EndDateSales>opportunity>Overview>
Opportunity Fields
TextCampaign.EndDate

 

Deal Stage Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
DealStages.DealStageName*Sales>opportunity>Overview>
Opportunity Fields
DateDealStages.DealStageName*
DealStages.DescriptionSales>opportunity>Overview>
Opportunity Fields
DateDealStages.Description
DealStages.DefaultProbability*Sales>opportunity>Overview>
Opportunity Fields
NumericDealStages.DefaultProbability*
DealStages.Weight*Sales>opportunity>Overview>
Opportunity Fields
NumericDealStages.Weight*

 

Reverse Sync Information

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Opportunity.Amount*Sales>opportunity>Overview>
Opportunity Fields
NumericDocumentValue
PandaDoc.Status(Custom Field)*Sales>opportunity>Overview>
Opportunity Fields
TextDocument.Status

 
Note: * Indicates the mandatory variables
 
 

Integration 2: PandaDoc and Xero

Contact Information

PandaDoc VariablesLead Gen & CRM TabTypeSync DirectionXero
Client.CompanyDocumentsTextContact.Name
Client.FirstNameDocumentsTextContact.FirstName
Client.LastNameDocumentsTextContact.LastName
Client.EmailDocumentsTextContact.EmailAddress
Client.StreetAddressDocumentsTextContact.Addresses
Client.PhoneDocumentsNumericContact.Phone

 

Invoice Information

PandaDoc VariablesLead Gen & CRM TabTypeSync DirectionXero
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)

DocumentsVarcharInvoices.Type
Xero.ContactIDDocumentsVarcharInvoices.Contact.ContactID
Invoices.Date
Xero.DueDateDocumentsDateInvoices.DueDate
Invoices.InvoiceNumber
Xero.ReferenceDocumentsTextInvoices.Reference
Xero.BrandingThemeIDDocumentsVarcharInvoice.BrandingThemeID
Xero.CurrencyCodeDocumentsVarcharInvoice.CurrencyCode

 

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

PandaDoc VariablesLead Gen & CRM TabTypeSync DirectionXero
PricingTable.ItemCodeDocumentsTextInvoices.LineItem.ItemCode
PricingTable.DescriptionDocumentsTextInvoices.LineItems.Description
PricingTable.QuantityDocumentsNumericInvoices.LineItems.Quantity
PricingTable.UnitAmountDocumentsNumericInvoices.LineItems.UnitAmount
PricingTable.AccountCodeDocumentsTextInvoices.LineItems.AccountCode
PricingTable.TaxTypeDocumentsTextInvoices.LineItems.TaxType
PricingTable.TaxDocumentsNumericInvoices.LineItems.TaxAmount
PricingTable.LineAmountDocumentsTextInvoices.LineItems.LineAmount
PricingTable.SubtotalDocumentsNumericInvoices.LineItems.SubTotal
PricingTable.TotalTaxDocumentsTextInvoices.LineItems.TotalTax
PricingTable.DiscountRateDocumentsTextInvoices.LineItems.DiscountRate
PricingTable.LineAmountDocumentsTextInvoices.LineItems.LineAmount
PricingTable.Tracking.NameDocumentsTextInvoices.LineItems.Tracking.Name
PricingTable.Tracking.Option/td>

DocumentsTextInvoices.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.

 

   

Integration 3: PandaDoc and Jira

PandaDoc VariablesLead Gen & CRM TabTypeSync DirectionJira
Client.CompanyDocumentsTextProject.Name
Project.KeyDocumentsTextProject.Key
Project.TypeKeyDocumentsTextProject.TypeKey
Client.LogoUploadDocumentsTextProject.Avatar
Opportunity.descriptionDocumentsTextProject.Description
Project.AssigneeTypeDocumentsTextProject.AssigneeType
Project.DefaultAssigneeDocumentsTextProject.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.
 


Integration 1 – Lead Gen & CRM and PandaDoc – More time for salespeople to sell!



Reduces Double Data Entry

  Eliminates data that must be entered twice between your CRM system (LG&CRM) and your Sales Proposal system (PandaDoc).


Automated Process

  Process is completely automated to create a proposal from information kept within the Opportunity.


Retrofits Existing Document Templates

  Specialised templates have been created to quickly and simply retrofit existing proposal templates in PandaDoc.


One Source of Truth

  Increases the integrity of the data as the “Source of Truth” is LG&CRM.


Two-Way Syncs

  Syncs both ways so that the opportunity total price can be updated automatically from PandaDoc back into LG&CRM.


Proposal Status

  Shows proposal status in both systems; this helps improve sales pipeline management.
 


Integration 2 – PandaDoc and Xero/Stripe – Send draft invoices to Xero!



Leverages Existing Data

  Leverages existing data to populate draft invoices in PandaDoc to send to Xero.


One Source of Truth

  Increases the integrity of the data as the “Source of Truth” is LG&CRM.


Creates Draft Invoices

  Pricing Tables can be reused to create information specific to draft invoices.


Pricing Table Reused

  Estimate in Pricing Table can be converted to a draft invoice.


Fast and Efficient Payments

  Payments can be setup to bill client more quickly and at greater intervals e.g. improves cashflow.


Reduces Double Data Entry

  Eliminates data that has to be entered twice between your CRM system (LG&CRM) and your Sales Proposal system (PandaDoc).
 


Integration 3 – PandaDoc and Jira – Set up projects in Jira!



Jira Projects

  Sets up new Jira projects using information contained in PandaDoc.


One Source of Truth

  Increases the integrity of the data as the “Source of Truth” is LG&CRM.


Reduces Double Data Entry

  Eliminates data that has to be entered twice between your CRM system (LG&CRM) and your Sales Proposal system (PandaDoc).
 

 


 

 

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 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.

 


General Benefits


envisionLXPJ
  It is a Global Multi-Connector App between Lead Gen & CRM (Constant Contact), PandaDoc, Xero, Stripe and Jira.

Unique
  First time that such an integration has been built globally. Data provided can be used to save time by setting up other business systems e.g. Xero/Stripe and Jira.

Integrity of Data
  Improves the integrity of the data flow between the two systems. Creates the one “Source of Truth”.

Safe and Secure Data
  Connector App is hosted on Google Cloud. Envision Digital is ISO27001 certified.

Cost-benefit Analysis
  ROI is certain due to the competitive pricing to meet the needs of different-sized companies and the time that it saves not having to do data entry several times.

Integrated Efficiency
  envisionLXPJ seamlessly connects lead generation, CRM, sales proposals, invoicing, and project management, streamlining workflows and reducing manual tasks. Significantly reduces time spent on double data entry between CRM and proposal software.

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. Fully supported globally. 


Envision Digital® has been assessed and certified by Compass Assurance Services to the following management systems, standards, and guidelines:


ISO 9001:2015

Quality Management Systems


ISO 27001:2013

Information Security
Management Systems

Envision Digital® has also committed to full compliance with the General Data Protection Regulation (GDPR)

 

Integration 1: Lead Gen CRM And PandaDoc

Opportunity Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Opportunity.
Opportunity
Name*
Sales>opportunity>
Overview>
Opportunity Fields
TextOpportunity.
Opportunity
Name
Opportunity.
Probability*
Sales>opportunity>
Overview>
Opportunity Fields
NumericOpportunity.
Probability
Opportunity.
IsClosed
Sales>opportunity>
Overview>
Opportunity Fields
NumericOpportunity.
IsClosed
Opportunity.
IsWon
Sales>opportunity>
Overview>
Opportunity Fields
NumericOpportunity.
IsWon
Opportunity.
CloseDate*
Sales>opportunity>
Overview>
Opportunity Fields
DateOpportunity.
CloseDate
Opportunity.
Create
Timestamp
Sales>opportunity>
Overview>
Opportunity Fields
DateOpportunity.
Create
Timestamp
Opportunity.
Originating
LeadID
Sales>opportunity>
Overview>
Opportunity Fields
NumericOpportunity.
Originating
LeadID
Opportunity.
Status*
Sales>opportunity>
Overview>
Opportunity Fields
DateOpportunity.
Status
Opportunity.
Id*
Sales>opportunity>
Overview>
Opportunity Fields
NumericOpportunity.
Id
Opportunity Custom Fields Information Sync
Opportunity.
Migrated_by
Sales>opportunity>
Overview>
Opportunity Fields
TextOpportunity.
Migrated_by
Opportunity.
How_many_
staff_do_
you_have
Sales>opportunity>
Overview>
Opportunity Fields
TextOpportunity.
How_many_
staff_do_
you_have
Opportunity.
How_many_
staff_require
_an_account_
for_the_
software
Sales>opportunity>
Overview>
Opportunity Fields
TextOpportunity.
How_many_
staff_require
_an_account_
for_the_
software
Opportunity.
Description
Sales>opportunity>
Overview>
Opportunity Fields
TextOpportunity.
Description
PandaDoc.
Templates*
Sales>opportunity>
Overview>
Opportunity Fields

 

Navigation Information

Lead Owner (Envision Digital) Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Lead.Company
Name*
Sales>opportunity>
Overview
TextEnvision.Company
Name*
Lead.Title*Sales>opportunity>
Overview
TextEnvision.Title*
Lead.
FirstName*
Sales>opportunity>
Overview
TextEnvision.
FirstName*
Lead.
LastName*
Sales>opportunity>
Overview
TextEnvision.
LastName*
Lead.StreetSales>opportunity>
Overview
TextEnvision.
Street
Lead.CitySales>opportunity>
Overview
TextEnvision.City
Lead.CountrySales>opportunity>
Overview
TextEnvision.Country
Lead.StateSales>opportunity>
Overview
TextEnvision.State
Lead.ZipcodeSales>opportunity>
Overview
TextEnvision.
Zipcode
Lead.Email
Address*
Sales>opportunity>
Overview
TextEnvision.Email
Address*
Lead.WebsiteSales>opportunity>
Overview
TextEnvision.Website
Lead.Phone
Number
Sales>opportunity>
Overview
TextEnvision.Phone
Number
Lead.Office
PhoneNumber
Sales>opportunity>
Overview
TextEnvision.Office
PhoneNumber
Lead.Mobile
PhoneNumber*
Sales>opportunity>
Overview
TextEnvision.Mobile
PhoneNumber*
Lead.
Description
Sales>opportunity>
Overview
TextEnvision.
Description

 

Primary Client Contact Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Lead.FirstName*ContactTextClient.FirstName*
Lead.LastName*ContactTextClient.LastName*
Lead.TitleContactTextClient.Title
Lead.StreetContactTextClient.Street
Lead.CityContactTextClient.City
Lead.CountryContactTextClient.Country
Lead.StateContactTextClient.State
Lead.ZipcodeContactTextClient.Zipcode
Lead.Email
Address*
ContactTextClient.Email
Address*
Lead.WebsiteContactTextClient.Website
Lead.Phone
Number
ContactTextClient.Phone
Number
Lead.Office
PhoneNumber
ContactTextClient.Office
PhoneNumber
Lead.Mobile
PhoneNumber
ContactTextClient.Mobile
PhoneNumber
Lead.DescriptionContactTextClient.Description

 

Primary Client Company Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Accounts.Account
Name*
ContactTextClient.Account
Name*
Accounts.IndustryContactTextClient.Industry
Accounts.PhoneContactTextClient.Phone
Accounts.
AnnualRevenue
ContactNumericClient.
AnnualRevenue
Accounts.Number
OfEmployees
ContactNumericClient.Number
OfEmployees
Accounts.WebsiteContactTextClient.Website
Accounts.Billing
City
ContactTextClient.Billing
City
Accounts.Billing
Country
ContactTextClient.Billing
Country
Accounts.Billing
PostalCode
ContactTextClient.Billing
PostalCode
Accounts.Billing
State
ContactTextClient.Billing
State
Accounts.Billing
StreetAddress
ContactTextClient.Billing
StreetAddress
Accounts.Shipping
City
ContactTextClient.Shipping
City
Accounts.Shipping
Country
ContactTextClient.Shipping
Country
Accounts.Shipping
PostalCode
ContactTextClient.Shipping
PostalCode
Accounts.Shipping
State
ContactTextClient.Shipping
State
Accounts.Shipping
StreetAddress
ContactTextClient.Shipping
StreetAddress

 

Campaign Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Campaign.
CampaignName*
Sales>opportunity>
Overview>
Opportunity Fields
TextCampaign.
CampaignName*
Campaign.
CampaignType
Sales>opportunity>
Overview>
Opportunity Fields
TextCampaign.
CampaignType
Campaign.
CampaignAlias
Sales>opportunity>
Overview>
Opportunity Fields
TextCampaign.
CampaignAlias
Campaign.
Origin*
Sales>opportunity>
Overview>
Opportunity Fields
TextCampaign.
Origin*
Campaign.
StartDate
Sales>opportunity>
Overview>
Opportunity Fields
DateCampaign.
StartDate
Campaign.
EndDate
Sales>opportunity>
Overview>
Opportunity Fields
TextCampaign.
EndDate

 

Deal Stage Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
DealStages.
DealStage
Name*
Sales>opportunity>
Overview>
Opportunity Fields
DateDealStages.
DealStage
Name*
DealStages.
Description
Sales>opportunity>
Overview>
Opportunity Fields
DateDealStages.
Description
DealStages.
Default
Probability*
Sales>opportunity>
Overview>
Opportunity Fields
NumericDealStages.
Default
Probability*
DealStages.
Weight*
Sales>opportunity>
Overview>
Opportunity Fields
NumericDealStages.
Weight*

 

Reverse Sync Information

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Opportunity.
Amount*
Sales>opportunity>
Overview>
Opportunity Fields
NumericDocumentValue
PandaDoc.
Status(Custom
Field)*
Sales>opportunity>
Overview>
Opportunity Fields
TextDocument.Status

 
Note: * Indicates the mandatory variables
 
 

Integration 2: PandaDoc and Xero

Contact Information

PandaDoc VariablesLead Gen & CRM TabTypeSync DirectionXero
Client.CompanyDocumentsTextContact.Name
Client.FirstNameDocumentsTextContact.FirstName
Client.LastNameDocumentsTextContact.LastName
Client.EmailDocumentsTextContact.Email
Address
Client.Street
Address
DocumentsTextContact.Addresses
Client.PhoneDocumentsNumericContact.Phone

 

Invoice Information

PandaDoc VariablesLead Gen & CRM TabTypeSync DirectionXero
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)

DocumentsVarcharInvoices.Type
Xero.ContactIDDocumentsVarcharInvoices.Contact.
ContactID
Invoices.Date
Xero.DueDateDocumentsDateInvoices.DueDate
Invoices.
InvoiceNumber
Xero.ReferenceDocumentsTextInvoices.
Reference
Xero.
BrandingThemeID
DocumentsVarcharInvoice.
BrandingThemeID
Xero.
CurrencyCode
DocumentsVarcharInvoice.
CurrencyCode

 

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

PandaDoc VariablesLead Gen & CRM TabTypeSync DirectionXero
PricingTable.
ItemCode
DocumentsTextInvoices.LineItem.
ItemCode
PricingTable.
Description
DocumentsTextInvoices.LineItems.
Description
PricingTable.
Quantity
DocumentsNumericInvoices.LineItems.
Quantity
PricingTable.
UnitAmount
DocumentsNumericInvoices.LineItems.
UnitAmount
PricingTable.
AccountCode
DocumentsTextInvoices.LineItems.
AccountCode
PricingTable.
TaxType
DocumentsTextInvoices.LineItems.
TaxType
PricingTable.
Tax
DocumentsNumericInvoices.LineItems.
TaxAmount
PricingTable.
LineAmount
DocumentsTextInvoices.LineItems.
LineAmount
PricingTable.
Subtotal
DocumentsNumericInvoices.LineItems.
SubTotal
PricingTable.
TotalTax
DocumentsTextInvoices.LineItems.
TotalTax
PricingTable.
DiscountRate
DocumentsTextInvoices.LineItems.
DiscountRate
PricingTable.
LineAmount
DocumentsTextInvoices.LineItems.
LineAmount
PricingTable.
Tracking.Name
DocumentsTextInvoices.LineItems.
Tracking.Name
PricingTable.
Tracking.Option
DocumentsTextInvoices.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.

 

Integration 3: PandaDoc and Jira

PandaDoc VariablesLead Gen & CRM TabTypeSync DirectionJira
Client.CompanyDocumentsTextProject.Name
Project.KeyDocumentsTextProject.Key
Project.TypeKeyDocumentsTextProject.TypeKey
Client.LogoUploadDocumentsTextProject.Avatar
Opportunity.
description
DocumentsTextProject.Description
Project.Assignee
Type
DocumentsTextProject.Assignee
Type
Project.Default
Assignee
DocumentsTextProject.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.
 


Integration 1 – Lead Gen & CRM and PandaDoc –
More time for salespeople to sell!


Reduces Double Data Entry
  Eliminates data that must be entered twice between your CRM system (LG&CRM) and your Sales Proposal system (PandaDoc).

Automated Process
  Process is completely automated to create a proposal from information kept within the Opportunity.

Retrofits Existing Document Templates
  Specialised templates have been created to quickly and simply retrofit existing proposal templates in PandaDoc.

One Source of Truth
  Increases the integrity of the data as the “Source of Truth” is LG&CRM.

Two-Way Syncs
  Syncs both ways so that the opportunity total price can be updated automatically from PandaDoc back into LG&CRM.

Proposal Status
  Shows proposal status in both systems; this helps improve sales pipeline management.
 


Integration 2 – PandaDoc and Xero/Stripe –
Send draft invoices to Xero!


Leverages Existing Data
  Leverages existing data to populate draft invoices in PandaDoc to send to Xero.

One Source of Truth
  Increases the integrity of the data as the “Source of Truth” is LG&CRM.

Creates Draft Invoices
  Pricing Tables can be reused to create information specific to draft invoices.

Pricing Table Reused
  Estimate in Pricing Table can be converted to a draft invoice.

Fast and Efficient Payments
  Payments can be setup to bill client more quickly and at greater intervals e.g. improves cashflow.

Reduces Double Data Entry
  Eliminates data that has to be entered twice between your CRM system (LG&CRM) and your Sales Proposal system (PandaDoc).
 


Integration 3 – PandaDoc and Jira –
Set up projects in Jira!


Jira Projects
  Sets up new Jira projects using information contained in PandaDoc.

One Source of Truth
  Increases the integrity of the data as the “Source of Truth” is LG&CRM.

Reduces Double Data Entry
  Eliminates data that has to be entered twice between your CRM system (LG&CRM) and your Sales Proposal system (PandaDoc).
 

 


 

 

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 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.

 

 

Overview


General Benefits


envisionLXPJ
  It is a Global Multi-Connector App between Lead Gen & CRM (Constant Contact), PandaDoc, Xero, Stripe and Jira.

Unique
  First time that such an integration has been built globally. Data provided can be used to save time by setting up other business systems e.g. Xero/Stripe and Jira.

Integrity of Data
  Improves the integrity of the data flow between the two systems. Creates the one “Source of Truth”.

Safe and Secure Data
  Connector App is hosted on Google Cloud. Envision Digital is ISO27001 certified.

Cost-benefit Analysis
  ROI is certain due to the competitive pricing to meet the needs of different-sized companies and the time that it saves not having to do data entry several times.

Integrated Efficiency
envisionLXPJ seamlessly connects lead generation, CRM, sales proposals, invoicing, and project management, streamlining workflows and reducing manual tasks. Significantly reduces time spent on double data entry between CRM and proposal software.

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. Fully supported globally. 


Envision Digital® has been assessed and certified by Compass Assurance Services to the following management systems, standards, and guidelines:


ISO 9001:2015

Quality Management Systems


ISO 27001:2013

Information Security
Management Systems

Envision Digital® has also committed to full compliance with the General Data Protection Regulation (GDPR)

Integration
 

Integration 1: Lead Gen CRM And PandaDoc

Opportunity Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Opportunity.
OpportunityName*
Sales>opportunity>
Overview>
Opportunity Fields
TextOpportunity.
OpportunityName
Opportunity.
Probability*
Sales>opportunity>
Overview>
Opportunity Fields
NumericOpportunity.
Probability
Opportunity.
IsClosed
Sales>opportunity>
Overview>
Opportunity Fields
NumericOpportunity.
IsClosed
Opportunity.
IsWon
Sales>opportunity>
Overview>
Opportunity Fields
NumericOpportunity.
IsWon
Opportunity.
CloseDate*
Sales>opportunity>
Overview>
Opportunity Fields
DateOpportunity.
CloseDate
Opportunity.
Create
Timestamp
Sales>opportunity>
Overview>
Opportunity Fields
DateOpportunity.
Create
Timestamp
Opportunity.
Originating
LeadID
Sales>opportunity>
Overview>
Opportunity Fields
NumericOpportunity.
Originating
LeadID
Opportunity.
Status*
Sales>opportunity>
Overview>
Opportunity Fields
DateOpportunity.
Status
Opportunity.
Id*
Sales>opportunity>
Overview>
Opportunity Fields
NumericOpportunity.
Id
Opportunity Custom Fields Information Sync
Opportunity.
Migrated_by
Sales>opportunity>
Overview>
Opportunity Fields
TextOpportunity.
Migrated_by
Opportunity.How_
many_staff_do_
you_have
Sales>opportunity>
Overview>
Opportunity Fields
TextOpportunity.How_
many_staff_do_
you_have
Opportunity.How_
many_staff_require_
an_account_for_the_
software
Sales>opportunity>
Overview>
Opportunity Fields
TextOpportunity.How_
many_staff_require_
an_account_for_
the_software
Opportunity.
Description
Sales>opportunity>
Overview>
Opportunity Fields
TextOpportunity.
Description
PandaDoc.
Template*
Sales>opportunity>
Overview>
Opportunity Fields

 

Navigation Information

Lead Owner (Envision Digital) Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Lead.Company
Name*
Sales>opportunity>
Overview
TextEnvision.Company
Name*
Lead.Title*Sales>opportunity>
Overview
TextEnvision.Title*
Lead.
FirstName*
Sales>opportunity>
Overview
TextEnvision.
FirstName*
Lead.
LastName*
Sales>opportunity>
Overview
TextEnvision.
LastName*
Lead.StreetSales>opportunity>
Overview
TextEnvision.
Street
Lead.CitySales>opportunity>
Overview
TextEnvision.City
Lead.CountrySales>opportunity>
Overview
TextEnvision.Country
Lead.StateSales>opportunity>
Overview
TextEnvision.State
Lead.ZipcodeSales>opportunity>
Overview
TextEnvision.
Zipcode
Lead.Email
Address*
Sales>opportunity>
Overview
TextEnvision.Email
Address*
Lead.WebsiteSales>opportunity>
Overview
TextEnvision.Website
Lead.Phone
Number
Sales>opportunity>
Overview
TextEnvision.Phone
Number
Lead.Office
PhoneNumber
Sales>opportunity>
Overview
TextEnvision.Office
PhoneNumber
Lead.Mobile
PhoneNumber*
Sales>opportunity>
Overview
TextEnvision.Mobile
PhoneNumber*
Lead.
Description
Sales>opportunity>
Overview
TextEnvision.
Description

 

Primary Client Contact Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Lead.First
Name*
ContactTextClient.First
Name*
Lead.Last
Name*
ContactTextClient.Last
Name*
Lead.TitleContactTextClient.Title
Lead.StreetContactTextClient.Street
Lead.CityContactTextClient.City
Lead.CountryContactTextClient.Country
Lead.StateContactTextClient.State
Lead.ZipcodeContactTextClient.Zipcode
Lead.Email
Address*
ContactTextClient.Email
Address*
Lead.WebsiteContactTextClient.Website
Lead.Phone
Number
ContactTextClient.Phone
Number
Lead.Office
PhoneNumber
ContactTextClient.Office
PhoneNumber
Lead.Mobile
PhoneNumber*
ContactTextClient.Mobile
PhoneNumber*
Lead.DescriptionContactTextClient.Description

 

Primary Client Company Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Accounts.Account
Name*
ContactTextClient.Account
Name*
Accounts.IndustryContactTextClient.Industry
Accounts.PhoneContactTextClient.Phone
Accounts.
AnnualRevenue
ContactNumericClient.
AnnualRevenue
Accounts.Number
OfEmployees
ContactNumericClient.Number
OfEmployees
Accounts.WebsiteContactTextClient.Website
Accounts.Billing
City
ContactTextClient.Billing
City
Accounts.Billing
Country
ContactTextClient.Billing
Country
Accounts.Billing
PostalCode
ContactTextClient.Billing
PostalCode
Accounts.Billing
State
ContactTextClient.Billing
State
Accounts.Billing
StreetAddress
ContactTextClient.Billing
StreetAddress
Accounts.Shipping
City
ContactTextClient.Shipping
City
Accounts.Shipping
Country
ContactTextClient.Shipping
Country
Accounts.Shipping
PostalCode
ContactTextClient.Shipping
PostalCode
Accounts.StateContactTextClient.State
Accounts.Shipping
StreetAddress
ContactTextClient.Shipping
StreetAddress

 

Campaign Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Campaign.
CampaignName*
Sales>opportunity>
Overview>
Opportunity Fields
TextCampaign.
CampaignName*
Campaign.
CampaignType
Sales>opportunity>
Overview>
Opportunity Fields
TextCampaign.
CampaignType
Campaign.
CampaignAlias
Sales>opportunity>
Overview>
Opportunity Fields
TextCampaign.
CampaignAlias
Campaign.
Origin*
Sales>opportunity>
Overview>
Opportunity Fields
TextCampaign.
Origin*
Campaign.
StartDate
Sales>opportunity>
Overview>
Opportunity Fields
DateCampaign.
StartDate
Campaign.
EndDate
Sales>opportunity>
Overview>
Opportunity Fields
TextCampaign.
EndDate

 

Deal Stage Information Sync

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
DealStages.
DealStage
Name*
Sales>opportunity>
Overview>
Opportunity Fields
DateDealStages.
DealStage
Name*
DealStages.
Description
Sales>opportunity>
Overview>
Opportunity Fields
DateDealStages.
Description
DealStages.
Default
Probability*
Sales>opportunity>
Overview>
Opportunity Fields
NumericDealStages.
Default
Probability*
DealStages.
Weight*
Sales>opportunity>
Overview>
Opportunity Fields
NumericDealStages.
Weight*

 

Reverse Sync Information

Lead Gen & CRM FieldLead Gen & CRM TabTypeSync DirectionPandaDoc Variables
Opportunity.
Amount*
Sales>opportunity>
Overview>
Opportunity Fields
NumericDocumentValue
PandaDoc.
Status(Custom
Field)*
Sales>opportunity>
Overview>
Opportunity Fields
TextDocument.Status

Note: * Indicates the mandatory variables
 
 

Integration 2: PandaDoc and Xero

Contact Information

PandaDoc VariablesLead Gen & CRM TabTypeSync DirectionXero
Client.CompanyDocumentsTextContact.Name
Client.FirstNameDocumentsTextContact.FirstName
Client.LastNameDocumentsTextContact.LastName
Client.EmailDocumentsTextContact.Email
Address
Client.Street
Address
DocumentsTextContact.Addresses
Client.PhoneDocumentsNumericContact.Phone

 

Invoice Information

PandaDoc VariablesLead Gen & CRM TabTypeSync DirectionXero
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)

DocumentsVarcharInvoices.Type
Xero.ContactIDDocumentsVarcharInvoices.Contact.
ContactID
Invoices.Date
Xero.DueDateDocumentsDateInvoices.DueDate
Invoices.
InvoiceNumber
Xero.ReferenceDocumentsTextInvoices.
Reference
Xero.
BrandingThemeID
DocumentsVarcharInvoice.
BrandingThemeID
Xero.
CurrencyCode
DocumentsVarcharInvoice.
CurrencyCode

 

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

PandaDoc VariablesLead Gen & CRM TabTypeSync DirectionXero
PricingTable.
ItemCode
DocumentsTextInvoices.LineItem.
ItemCode
PricingTable.
Description
DocumentsTextInvoices.LineItems.
Description
PricingTable.
Quantity
DocumentsNumericInvoices.LineItems.
Quantity
PricingTable.
UnitAmount
DocumentsNumericInvoices.LineItems.
UnitAmount
PricingTable.
AccountCode
DocumentsTextInvoices.LineItems.
AccountCode
PricingTable.
TaxType
DocumentsTextInvoices.LineItems.
TaxType
PricingTable.
Tax
DocumentsNumericInvoices.LineItems.
TaxAmount
PricingTable.
LineAmount
DocumentsTextInvoices.LineItems.
LineAmount
PricingTable.
Subtotal
DocumentsNumericInvoices.LineItems.
SubTotal
PricingTable.
TotalTax
DocumentsTextInvoices.LineItems.
TotalTax
PricingTable.
DiscountRate
DocumentsTextInvoices.LineItems.
DiscountRate
PricingTable.
LineAmount
DocumentsTextInvoices.LineItems.
LineAmount
PricingTable.
Tracking.Name
DocumentsTextInvoices.LineItems.
Tracking.Name
PricingTable.
Tracking.Option
DocumentsTextInvoices.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.

 

Integration 3: PandaDoc and Jira

PandaDoc VariablesLead Gen & CRM TabTypeSync DirectionJira
Client.CompanyDocumentsTextProject.Name
Project.KeyDocumentsTextProject.Key
Project.TypeKeyDocumentsTextProject.TypeKey
Client.LogoUploadDocumentsTextProject.Avatar
Opportunity.
description
DocumentsTextProject.Description
Project.Assignee
Type
DocumentsTextProject.Assignee
Type
Project.Default
Assignee
DocumentsTextProject.Default
Assignee

 


 

Why Use It?

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 It Works?

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.
 

Benefits - Integration 1

Integration 1 – Lead Gen & CRM and PandaDoc – More time for salespeople to sell!


Reduces Double Data Entry
  Eliminates data that must be entered twice between your CRM system (LG&CRM) and your Sales Proposal system (PandaDoc).

Automated Process
  Process is completely automated to create a proposal from information kept within the Opportunity.

Retrofits Existing Document Templates
  Specialised templates have been created to quickly and simply retrofit existing proposal templates in PandaDoc.

One Source of Truth
  Increases the integrity of the data as the “Source of Truth” is LG&CRM.

Two-Way Syncs
  Syncs both ways so that the opportunity total price can be updated automatically from PandaDoc back into LG&CRM.

Proposal Status
  Shows proposal status in both systems; this helps improve sales pipeline management.
 

Benefits - Integration 2

Integration 2 – PandaDoc and Xero/Stripe – Send draft invoices to Xero!


Leverages Existing Data
  Leverages existing data to populate draft invoices in PandaDoc to send to Xero.

One Source of Truth
  Increases the integrity of the data as the “Source of Truth” is LG&CRM.

Creates Draft Invoices
  Pricing Tables can be reused to create information specific to draft invoices.

Pricing Table Reused
  Estimate in Pricing Table can be converted to a draft invoice.

Fast and Efficient Payments
  Payments can be setup to bill client more quickly and at greater intervals e.g. improves cashflow.

Reduces Double Data Entry
  Eliminates data that has to be entered twice between your CRM system (LG&CRM) and your Sales Proposal system (PandaDoc).
 

Benefits - Integration 3

Integration 3 – PandaDoc and Jira – Set up projects in Jira!


Jira Projects
  Sets up new Jira projects using information contained in PandaDoc.

One Source of Truth
  Increases the integrity of the data as the “Source of Truth” is LG&CRM.

Reduces Double Data Entry
  Eliminates data that has to be entered twice between your CRM system (LG&CRM) and your Sales Proposal system (PandaDoc).
 

 


 

 

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 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.

 

Support Phone:


Australia (Sydney & Perth):
1300 074 484

 

Support Email:

info@envisiondigital.com.au

 

Support Office Hours and Timezone:

8:30am – 5:00pm Western Standard Time (WST)

REGISTER INTEREST

Please complete the form if you have any questions or concerns.