---
title: Pandadoc Quotation / SOF / Agreement signing process
description: Article for sales admin to create the Pandadoc documents
---

[Skip to content](https://support.cinnox.com/migration/internalknowledgebase/pandadoc-quotation-/-sof-/-agreement-signing-process#main-content)

English

Show submenu for translations

CINNOX

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Contact us

 Contact us

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://support.cinnox.com/migration/internalknowledgebase)
2. [Enterprise Business](https://support.cinnox.com/migration/internalknowledgebase/enterprise-business)

# Pandadoc Quotation / SOF / Agreement signing process

## Article for sales admin to create the Pandadoc documents

| Team | Types of document | CINNOX Standard T&C | Template | Approval |
| --- | --- | --- | --- | --- |
| EB | Direct Customer CINNOX SOF | Yes | SOF\_Direct Customer\_2022 (EB) Standard Template | No |
| IB | Direct Customer CINNOX SOF | Yes | SOF\_Direct Customer\_2022 (IB) Standard Template | No |
| IB/EB | Direct Customer CINNOX SOF | No | SOF\_Direct Customer\_2022 Editable Template | Legal |
| IB/EB | ITFS DID Quotation | NA | ITFS  DID Quotation | No |
| IB/EB | Resller Customer CINNOX SOF | Yes | SOF\_Reseller Customer\_2022 | No |
| IB/EB | CINNOX Partner Agreement | NA | CINNOX Reseller Program Agreement \_2022 | Legal |

### Document creation:

**Before creation of quotation, please ensure:**

- All company and contact are associated
- All necessary properties had been filled in
- Line item are filled (For CINNOX SOF only, Please refer to line item creation ppt [**here**](https://hubs.ly/Q0192bqT0))

**Create quotation through Pandadoc:**

- Netvigate to PandaDoc section in right-hand side of Deal Page
- Click "Create Document"
- Select suitable template (refer to above table)
- Select user for roles: 
    1. Client: select customer contact and email. Contact associated in Deal page will be suggested for selection
    2. Account Manager: Select suitable account manager by typing account manager name. If cannot find suitable record, click "Add new contact" and type in Name, email, phone number, Job title and Company Name.
    3. Sales Head: Select suitable account manager by typing account manager name. If cannot find suitable record, click "Add new contact" and type in Name, email, phone number, Job title and Company Name.
- Select "Start Editing"
- All field retrievable from HubSpot will be filled in.
- Edit the remaining field or page if necssary.\*
- For "ITFS DID Quotation", go to section B I, select pricing table. Click "+Product" then "Catalog" to select correct ITFS/DID product in PandaDoc Catalog. Further edit pricing item if necessary.
- Review all pages in documents

**Send out quotation through email:**

- For template that require legal approval, click "Send for Approval". Proceed to next step once legal had approved the document.
- Click "Send" on right upper corn
- Click "Send via email" (recommended)
- Enter documents name and click "Save and continue"
- Click Send Document

**Check out recipents analytics:**

- Documents will be seen in "Documents" section of main menu
- Inside documents page, user can view "Recipents analytics" and "Audit triails" at right-hand side section

**Demo Video:**

<iframe data-hsv-src="https://play.hubspotvideo.com/v/20604920/id/76271238312" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="76271238312" data-hsv-style="" data-hsv-width="688" data-hsv-height="373" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

(ITFS DID Quotation)

<iframe data-hsv-src="https://play.hubspotvideo.com/v/20604920/id/76271098395" referrerpolicy="origin" sandbox="allow-forms allow-scripts allow-same-origin allow-popups" allow="autoplay; fullscreen;" style="position: absolute !important; width: 100% !important; height: 100% !important; left: 0; top: 0; border: 0 none; pointer-events: initial" title="HubSpot Video" loading="lazy" data-hsv-id="76271098395" data-hsv-style="" data-hsv-width="688" data-hsv-height="373" data-hsv-autoplay="false" data-hsv-loop="false" data-hsv-muted="false" data-hsv-hidden-controls="false" data-hsv-full-width="false"></iframe>

(CINNOX SOF)

 

- [Enterprise Business](https://support.cinnox.com/migration/internalknowledgebase/enterprise-business#main-content)

    - [Virtual Sales Team](https://support.cinnox.com/migration/internalknowledgebase/enterprise-business#virtual-sales-team)
- [International Business](https://support.cinnox.com/migration/internalknowledgebase/international-business#main-content)

    - [Partner](https://support.cinnox.com/migration/internalknowledgebase/international-business#partner)
- [Human Resources](https://support.cinnox.com/migration/internalknowledgebase/human-resources#main-content)

    - [HRM system](https://support.cinnox.com/migration/internalknowledgebase/human-resources#hrm-system)
- [IT & Security](https://support.cinnox.com/migration/internalknowledgebase/it-security)
- [Engineering & Operation](https://support.cinnox.com/migration/internalknowledgebase/engineering-operation#main-content)

    - [Workflow](https://support.cinnox.com/migration/internalknowledgebase/engineering-operation#workflow)
- [Marketing](https://support.cinnox.com/migration/internalknowledgebase/marketing#main-content)

    - [Overview](https://support.cinnox.com/migration/internalknowledgebase/marketing#overview)
    - [Marketing Assets](https://support.cinnox.com/migration/internalknowledgebase/marketing#marketing-assets)
- [IOD](https://support.cinnox.com/migration/internalknowledgebase/iod#main-content)

    - [Procurement](https://support.cinnox.com/migration/internalknowledgebase/iod#procurement)
    - [Billing Operations](https://support.cinnox.com/migration/internalknowledgebase/iod#billing-operations)
    - [Supplier](https://support.cinnox.com/migration/internalknowledgebase/iod#supplier)
- [Product](https://support.cinnox.com/migration/internalknowledgebase/product)
- [CINNOX Knowledge Base](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#main-content)

    - [1.0 Solutions](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-0-solutions)
    - [1.1 Applications](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-1-applications)
    - [1.2 Financial Services](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-2-financial-services)
    - [1.3 E-Commerce](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-3-e-commerce)
    - [1.4 Telecom](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-4-telecom)
    - [1.5 Marketing Assets](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-5-marketing-assets)
    - [1.6 Others](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#1-6-others)
    - [2.0 Subscriptions & Plans](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-0-subscriptions-plans)
    - [2.1 Digital Commerce](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-1-digital-commerce)
    - [2.2 Business Plan](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-2-business-plan)
    - [2.3 Enterprise Plan](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-3-enterprise-plan)
    - [2.4 Subscriptions, Fees & Payments](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-4-subscriptions-fees-payments)
    - [2.5 Partners and Plans](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#2-5-partners-and-plans)
    - [3.0 Capabilities & Features](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-0-capabilities-features)
    - [3.1 CHANNEL - Voice & Video](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-1-channel-voice-video)
    - [3.2 CHANNEL - Smart Messaging](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-2-channel-smart-messaging)
    - [3.3 CHANNEL - Virtual Number](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-3-channel-virtual-number)
    - [3.4 CHANNEL - Automated Chatbots](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-4-channel-automated-chatbots)
    - [3.5 CHANNEL - Smart Engagement](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-5-channel-smart-engagement)
    - [3.6 CHANNEL - Call Engagement](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-6-channel-call-engagement)
    - [3.7 ORCHESTRATE - Smart Routing and Rules](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-7-orchestrate-smart-routing-and-rules)
    - [3.8 ORCHESTRATE - Workflow Optimization](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-8-orchestrate-workflow-optimization)
    - [3.9 ORCHESTRATE - Identity](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-9-orchestrate-identity)
    - [3.10 EVALUATE - Dashboard & Analytics](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-10-evaluate-dashboard-analytics)
    - [3.11 EVALUATE - Integration & APIs](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-11-evaluate-integration-apis)
    - [3.12 EVALUATE - Security & Authentication](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#3-12-evaluate-security-authentication)
    - [4.0 Network Management & Operations](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-0-network-management-operations)
    - [4.1 Billing Support System (BSS)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-1-billing-support-system-bss)
    - [4.2 Operation Support System (OSS)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-2-operation-support-system-oss)
    - [4.3 Network Management System (NMS)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-3-network-management-system-nms)
    - [4.4 Customer Management System](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#4-4-customer-management-system)
    - [5.0 Globally Distributed Core Infrastructure](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-0-globally-distributed-core-infrastructure)
    - [5.1 Carrier-Grade Infrastructure](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-1-carrier-grade-infrastructure)
    - [5.2 IP Network](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-2-ip-network)
    - [5.3 Private Cloud-based Communication](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-3-private-cloud-based-communication)
    - [5.4 Public Cloud-based Communication](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-4-public-cloud-based-communication)
    - [5.5 Dynamic Resources Allocator](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-5-dynamic-resources-allocator)
    - [5.6 Data Centres](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#5-6-data-centres)
    - [6.0 Services, Agreement & Policies](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-0-services-agreement-policies)
    - [6.1 Service Agreement](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-1-service-agreement)
    - [6.2 Privacy Policy](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-2-privacy-policy)
    - [6.3 Term of Use](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-3-term-of-use)
    - [6.4 Terms & Conditions of Services](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-4-terms-conditions-of-services)
    - [6.5 NDA](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-5-nda)
    - [6.6 Customer Services](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-6-customer-services)
    - [6.7 Resources Centre & FAQ](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#6-7-resources-centre-faq)
    - [7.0 Trends & Research](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-0-trends-research)
    - [7.1 Cloud Application and Trends](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-1-cloud-application-and-trends)
    - [7.2 Cybersecurity Threats](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-2-cybersecurity-threats)
    - [7.3 Digital Transformation and Trends](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-3-digital-transformation-and-trends)
    - [7.4 Hybrid Work and Social Media Convergence](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-4-hybrid-work-and-social-media-convergence)
    - [7.5 Intelligent Services and Big Data](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-5-intelligent-services-and-big-data)
    - [7.6 Total Experience (CX and EX)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-6-total-experience-cx-and-ex)
    - [7.7 Quora Findings](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-7-quora-findings)
    - [7.8 Gartner and Forrester Findings](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#7-8-gartner-and-forrester-findings)
    - [8.0 Training Material (Product Development)](https://support.cinnox.com/migration/internalknowledgebase/cinnox-knowledge-base#8-0-training-material-product-development)
- [Legal](https://support.cinnox.com/migration/internalknowledgebase/legal)

# CINNOX

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, CINNOX

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "contentUrl" : "https://20604920.fs1.hubspotusercontent-na1.net/hubfs/20604920/System%20Scanning%20Limited%20-%20HK%20DID%20(PandaDoc%20Demo)%20-%20Google%20Chrome%202022-04-29%2011-44-45-1.mp4",
  "dateModified" : "2022-06-14T11:31:03.201Z",
  "duration" : "PT2M49.942S",
  "height" : 1040,
  "name" : "System Scanning Limited - HK DID (PandaDoc Demo) - Google Chrome 2022-04-29 11-44-45-1",
  "thumbnailUrl" : "https://20604920.fs1.hubspotusercontent-na1.net/hubfs/20604920/System%20Scanning%20Limited%20-%20HK%20DID%20(PandaDoc%20Demo)%20-%20Google%20Chrome%202022-04-29%2011-44-45-1.mp4/medium.jpg",
  "uploadDate" : "2022-06-14T11:30:49.880Z",
  "width" : 1920
}
```

```json
{
  "@context" : "https://schema.org",
  "@type" : "VideoObject",
  "contentUrl" : "https://20604920.fs1.hubspotusercontent-na1.net/hubfs/20604920/Start%20Plan%20-%20System%20Scanning%20Limited%20(PandaDoc%20Demo)%20-%20Google%20Chrome%202022-04-29%2010-33-19-1.mp4",
  "dateModified" : "2022-06-14T11:33:47.885Z",
  "duration" : "PT2M55S",
  "height" : 1040,
  "name" : "Start Plan - System Scanning Limited (PandaDoc Demo) - Google Chrome 2022-04-29 10-33-19-1",
  "thumbnailUrl" : "https://20604920.fs1.hubspotusercontent-na1.net/hubfs/20604920/Start%20Plan%20-%20System%20Scanning%20Limited%20(PandaDoc%20Demo)%20-%20Google%20Chrome%202022-04-29%2010-33-19-1.mp4/medium.jpg",
  "uploadDate" : "2022-06-14T11:33:39.138Z",
  "width" : 1920
}
```