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In this video, Brian Hayes, a Salesforce and Pardot consultant at Rotiv, explains how they use Pandadoc and Salesforce together in their consulting business. Pandadoc is a document generation and e-signature tool that integrates with Salesforce. It has its own pricing structure and support. They use Pandadoc for generating documents based on Salesforce data, especially for proposals and legal documents. It helps automate their workflow and improve efficiency in handling client documents.
