📄 Document Management

Create, manage, and send documents using PandaDoc integration

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PandaDoc Express

Full-featured document creation system with smart pre-fill, dynamic roles, and advanced validation

✅ Smart phone number lookup
✅ Full template library
✅ Advanced features
🌐 Launch External App
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Integrated Documents

Document creation within ESD Restore interface with your profile pre-filled and consistent theming

✅ ESD Restore theme
✅ Pre-filled user data
🔧 In development
🏠 Use Integrated Version

✨ PandaDoc Express Features

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Smart Pre-fill

Instantly populate documents with customer data from ESD booking system using phone number lookup

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Dynamic Roles

Infinite recipient fields generated based on template requirements for maximum flexibility

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Smart Validation

Prevents sending errors by detecting email conflicts and validation issues

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Auto Naming

Customer names automatically appended to documents for easy identification

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Modern UI

Responsive glassmorphism design with intuitive tooltips and animations

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Fast Workflow

Streamlined process from template selection to document delivery