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PandaDoc specialists

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Anuj B.

Howrah, India

$25/hr
5.0
135 jobs
Are you tired of paperwork bottlenecks and manual data entry? Look no further! Fillable PDF Forms: Transform your static PDFs into interactive, user-friendly forms. I specialize in creating dynamic PDFs that enhance user engagement and streamline data collection. JotForm Expert: Harness the power of JotForm to create custom online forms and surveys. From simple feedback forms to complex registration systems, I've got you covered. DocuSign Guru: Simplify your document signing process with DocuSign. As a DocuSign expert, I ensure secure, efficient, and legally binding e-signatures for your contracts and agreements. Typeform Wizard: Craft visually appealing and user-friendly Typeforms to gather valuable insights and feedback. My designs are not just forms; they are engaging experiences. Other Platforms on which I am creating Forms; ✔️ Wufoo ✔️ Survey Monkey ✔️ PandaDoc ✔️ SignNow ✔️ Airslate ✔️ Eversign ✔️ Adobe Sign ✔️ Gravity Forms ✔️ Wp Forms ✔️ Formidable Why Choose Me? Proven Expertise: Years of experience in PDF form creation, JotForm, DocuSign, and Typeform customization. Efficiency: I optimize your workflow, saving you time and resources. Security: Your data and documents are in safe hands with my strict confidentiality protocols. Client-Centric: I listen to your needs and tailor solutions to your unique requirements. Let's boost your productivity and enhance user experiences. Contact me today, and together, we'll revolutionize your document management! Reach out for a free consultation. Your success starts here!
  • PandaDoc
  • JavaScript
  • Fillable Form
  • Jotform
  • DocuSign
  • Typeform
  • Microsoft Word
  • Microsoft Excel
  • Adobe Acrobat
  • PDF Pro
  • PDF Conversion
  • PDF
  • Invoice
  • Conversion to Editable File
  • Form Development
Ranajoy R.

Kolkata, India

$49/hr
5.0
119 jobs
Adobe Photoshop Expert, Google Analytics Power User Certified, Certified Painter, and a successful Project Architect thus helping in Software UX, and then UI
  • PandaDoc
  • Figma
  • Flyer Design
  • Logo Design
  • Adobe Photoshop
  • Mobile UI Design
  • Mobile App Design
  • Image Editing
  • PDF
  • Kindle Direct Publishing
  • Zapier
  • HubSpot
  • Background Removal
  • UI/UX Prototyping
  • WooCommerce
Godfred Akwetey B.

Accra, Ghana

$56/hr
5.0
104 jobs
⭐⭐⭐ I am a Top Rated (top performer on Upwork) Automation Expert on Upwork with 5+ years of experience and over $200k in earnings on Upwork. I build No or Low Code CRMs. This allows for ✅ Faster development and deployment of CRM solutions that are easy to use, effective, and quick. This enables businesses to respond quickly to changing requirements and market conditions ✅ Seamless integration with other business applications, such as email, marketing automation, and ERP systems ✅ Reducing the need for extensive coding ⭐ Here's what I can bring to your project ⭐ ✅ Top Notch experience in building tailor-made CRMs to suit your business ✅ Top Notch experience in developing and automating workflows and processes with different apps. ✅ Expert ability to understand your business and requirement ✅ 24/7 ultra-reliable communication: you will always be aware of the project status ✅ Someone who cares about helping you succeed and bringing value to your business ⭐ The softwares I specialize in are: ✔ Monday.com ✔ Knack ✔ Pipedrive ✔ Formstack ✔Jotform ✔ Typeform ✔ Airtable ✔ Smartsheet ✔ Cognito Form I use Zapier/Make (formerly Integromat) to automate the ff apps: ⭐Project Management ⭐ Email Automation ⭐Forms ✔Slack ✔Gmail ✔Google Forms ✔Clickup ✔Active Campaign ✔Jotform ✔Trello ✔Mailchimp ✔Cognito Forms ✔Monday.com ✔Typeform ✔Google Sheets ✔Formstack ⭐File Management and Electronic Signature ⭐Other Web Apps and E-commerce ✔Dropbox ✔Shopify ✔Google Drive ✔WordPress ✔Docsign ✔Quickbooks ✔PDF monkey ✔Calendly ✔Stripe ⭐ Why you should choose me over other freelancers ⭐ ✅ Client Reviews: my primary focus revolves around delivering value to each of my clients and establishing a foundation of trust with them. ✅ Over-Delivering: this is core to my work as a freelancer. My focus is on giving more than what I expect to receive. I take pride in leaving all of my clients saying "WOW" ✅ Responsiveness: ensuring swift responsiveness and maintaining open lines of communication are paramount in my client interactions. ✅ Resilience: reach out to any of my current or former clients and ask them about my resilience. For any issue that my clients face, I attack them and find a solution. ✅ Compassion: a fundamental principle that guides every aspect of my life is kindness. I approach every individual with respect, comprehend situations with empathy, and genuinely strive to enhance my client's circumstances. 🏆 Reviews and feedback from high-profile clients 🏆 The client reviews below (also in my work history section) describe the quality of work and value that you can expect from working with me. "Godfred is the best! He listens and makes sure he understands the requirements, asks questions, and applies his deep knowledge of all of the major CRM applications to suggest the best solution." - John D. "Godfred is a pleasure to work with. I appreciate how he always comes up with creative solutions for our needs and sees ways to do things that I struggle to imagine. Always love working with him and will again." - Tim H.
  • PandaDoc
  • ChatGPT
  • Automation
  • Make.com
  • Pipedrive
  • Zapier
  • API
  • Slack
  • Knack
  • Formstack
  • Trello
  • DocuSign
  • Bubble.io
  • CRM Automation
Ihtisham A.

Rawalpindi, Pakistan

$90/hr
5.0
74 jobs
Automation Expert | CRM Expert | Business Consultant | Project management tools Specialist | I am Ali, Vetted Consultant and full stack developer with experience in implementing these (Monday.com, Clickup, Asana, Trello, Airtable) systems for teams in a wide range of industries including digital marketing, bookkeeping, construction, interior design, executive coaching, real estate, consulting and more. I'm providing these services for 4 years using Monday.com, Clickup, Asana, Trello all over the world. Delivered a lot in different domains. Already delivered awesome services on more than 100+ projects for clients from Europe, USA and Canada. Ready to assist you with all new features of Project management systems including these 🔵View, List, Projects,Teams,Boards,Folder, Space and Task templates 🔵 Recurring Tasks 🔵 Dashboards 🔵 Doc Templates 🔵 Gantt Charts 🔵 Task Relationships and Rollups 🔵 Setting up spaces for internal/external team members (Clickup) 🔵 Setting up boards for internal/external team members (Monday.com & Trello) 🔵 Setting upProjects for internal/external team members (Asana) 🔵 Integration of other applications 🔵 Creating automations 🔵 Training and walkthroughs 🔵 Email, and email automations 🖱️🔼---WORK THE WAY THAT WORKS FOR YOU---🖱️🔼 I'm expereienced in many project management tools including • Clickup • Trello • Asana • Monday.com • Airtable • Microsoft Project Management 🖱️🔼---CRM SPECIALIST---🖱️🔼 Also experienced in CRM tools including • Hubspot • Pipedrive • Zoho • Honeybook or any other tools 🖱️🔼---INTEGRATIONS---🖱️🔼 Experienced in 3rd party integration tools below • Integromat • Zapier • Automate •. Integrately And any other integration tools as well 💥💥I truly love helping busy business owners streamline processes that bog them down, so they can focus on what they enjoy.💥💥 In addition to my expertise, I've assembled a small team of skilled professionals to provide support to small and medium-sized businesses. Please feel free to contact me about our backgrounds/expertise. I would be delighted to be your Assistant champion!
  • PandaDoc
  • Asana
  • Trello
  • ClickUp
  • Business Consulting
  • Automated Workflow
  • System Automation
  • Project Workflows
  • Management Consulting
  • Application Integration
  • Task Automation
  • API Integration
  • Zapier
  • CRM Automation
  • Make.com
Devin G.

Saskatoon, Canada

$55/hr
5.0
63 jobs
I have been a Zoho Partner for 7 years. As the Owner of a Zoho Services and Development firm, myself and my team have customized Zoho applications for some of North America's fastest-growing enterprises representing a combined ARR of $15M+. Focus is put on learning the clients' business processes and defining desired outcomes. This includes interviewing department heads, identifying key challenges, diagramming processes and system architecture. Hands on experience with many of the core Zoho applications including: • CRM • Desk • Social • SalesIQ • Projects • Campaigns • Marketing Plus • Sign • Deluge • Automation (Blueprints, CommandCenter, Workflows) • APIs • Forms I look forward to helping you customize Zoho to your business.
  • Zoho Platform
  • Help System
  • Customer Service
  • Zoho Creator
  • Zoho CRM
  • CRM Software
  • Shopify
  • Customer Relationship Management
  • Automated Workflow
Liz P.

Carlsbad, United States

$225/hr
5.0
52 jobs
⭐ 5-Star Reviews / 🤑 $200k+ Earned on Upwork 🤑 / 🎉 100% Job Success Score 🎉 🌐 🌐 OpsDesigned.com 🌐 🌐 Want a FREE 30-day Pipedrive Trial and FREE 1-hour working session? Sign up for a Pipedrive using this link: bit.ly/pdopsdesigned By using that link you’ll get: - a 30-day Pipedrive extended trial - a FREE 1-hour training session (once we see your sign up, we'll reach out to schedule) Questions? Email us at contact@opsdesigned.com -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- I've been helping businesses implement Pipedrive since 2017, I'm a certified Pipedrive Partner, and Zapier Expert. Specialties: ✅ Pipedrive Setup and Optimization 🚀 Sales Process Design and Automation 📈 Sales Team Training and Process Documentation ⚡ Pipedrive Working Session ⚡ Just need to jumpstart your Pipedrive setup or refresh a Pipedrive Account that's been cobbled together over time? In a Working Session we can: ▶ Optimize your data structures including Pipelines and Stage ▶ Configure custom detail fields for Organizations, People, and Deals (and ensure they're optimized for reporting) ▶ Explore the basics of Zapier integrations and Pipedrive's Workflow Automation including a very common problem new users encounter ▶ Review your Email Settings and explain why they may or may not be best for your organization ▶ Discuss Deal Rot, Forecasting, Expected Close Dates, Activity Optimizations... and more. The possibilities are endless and customized for you. ✅ ✅ If you're ready to get Pipedrive working FOR you, let's chat. I can help! ✅ ✅ ⚡ Sales Process Mapping and Implementation ⚡ ▶ We've configured Pipedrive for dozens of Sales and Operations use cases using Zapier for integrations ▶ Built custom integrations with: Asana, Calendly, Excel, Gravity Forms, G-Suite, HouseCall Pro, JotForm, JustCall, Mailchimp, MailParser, PandaDoc, Pipedrive, SendGrid, ServiceTitan, Surfe, Squarespace, Textline, TextMagic, Trello, Quickbooks, and more 🔥 Mapping & Implementation Process 🔥 👉 We start with Sales Process Mapping to document where process improvement and automation can streamline operations 👉 Then, we Implement! This includes: ▶ Configuring tools like Pipedrive, PandaDoc, Quickbooks, and more ▶ Sales Team and Management Training ▶ Building Automations and Integrations ▶ Creating your Sales Process Handbook
  • PandaDoc
  • Pipedrive
  • Zapier
  • Jotform
  • Google Calendar API
  • Google Sheets Automation
  • Automated Workflow
  • Application Integration
  • API
  • Automation
  • CRM Automation
  • Business Process Automation
  • Sales Operations
  • Recruiting
  • Business Operations
  • Marketing Operations & Workflow
  • Process Improvement
  • Process Design

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