![]() ![]() Now all a rep needs to do to generate a sales doc is to open HubSpot CRM, launch PandaDoc, and with just a few clicks, and thanks to Tokens, they have a beautiful document auto-populated with pricing and client data. Their proposal process also went from three tools to one thanks to the PandaDoc HubSpot CRM integration. “PandaDoc gives us a distinct edge over our competitors when it comes to contract presentation, delivery, and execution,” says Sandkuhl They no longer needed to attach their video links and ROI analysis in an email, instead, all they have to do is just drag and drop them right into a proposal, quote, or contract. Together they built a library of templates and content library items so that reps could generate and customize their documents in mere minutes. Once Alex Sandkuhl, the Director of Sales, realized the sales team needed a more organized, streamlined process, he turned to a Google search and found PandaDoc.Īlex worked with our Onboarding Team and was up and running within a couple of weeks. Moreover, collecting a signature reduced productivity for the prospect too as they were required to use antiquated technology like printers and faxes to return the agreement to InSync. A rep had no insight into when or even if their prospect received their proposal, further increasing their time to close. INSYNC PROVIDER LOGIN PDFAfter converting the Excel sheet to a PDF file, the rep not only had to email the PDF as an attachment but also include video links and ROI analyses in the body of the email further taking time away from selling activities. Then, a rep had to copy and paste client information from their CRM which lead to dozens of errors and more time spent making edits. To create a proposal, contract, or quote, a sales rep started in Excel. Unfortunately, their lengthy sales cycle and complicated document process prevented them from standing out amongst the already crowded industry. INSYNC PROVIDER LOGIN FULLWe offer EHR systems to healthcare facilities of all sizes, bringing features such as supervisor co-signatures, full medical billing, patient health information, reporting, and analytics along with a full suite of practice management and medical billing features.InSync works in the cutthroat medical software field, so they’re always looking for any edge they can get over their competitors. By providing an easy-to-understand dispensing interface, the system ensures providers do not overlook important elements of medication management - all in the context of the patient record. With InSync's top-rated telehealth services, you can provide rural or immobile patients access to attend appointments remotely.įor inpatient residential facilities, the Electronic Medication Administration Records or EMAR allows for the safe dispensing of medication. Telemedicine, teletherapy, telepractice, and even telepsychiatry providers can find full functionality creating a care plan in which no patient is out of reach of your practice. Our configurable, fully integrated telemedicine EHR allows for telehealth services of all kinds to be implemented. The InSync EHR telemedicine software enables providers to care for patients across the state or the country. Take group sessions to another level with support for groups of any size. Patients may request telehealth appointments from the InSync patient portal. Prevent doctor-shopping with a full pharmacological history and communicate with patients' pharmacies securely through our cloud-based interface.Įasily schedule and host telehealth sessions from within the InSync EHR software. Providers treating pain management or substance use disorders can enable electronic prescribing of controlled substances (EPCS). The InSync EHR's fully integrated e-prescription software increases safety with medication history reviews at-a-glance. ![]()
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