envisionLXPJ, is a Micro SaaS Global Multi-Connector App between Lead Gen & CRM (Constant Contact) and PandaDoc. PandaDoc can also integrate information with Xero, Stripe, and Jira.

Unique

First time that such an integration has been built globally. Data provided can be used to save time by setting up other business systems e.g.
Xero/Stripe and Jira.

Integrity of Data

Improves the integrity of the data flow between the two systems. Creates the one “Source of Truth”.

Safe and Secure Data

Connector App is hosted on Google Cloud. Envision Digital is ISO27001 certified.

Cost-benefit Analysis

ROI is certain due to the competitive pricing to meet the needs of different-sized companies and the time that it saves not having to do data entry
several times.

Integrated Efficiency

envisionLXPJ seamlessly connects lead generation, CRM, sales proposals, invoicing, and project management, streamlining workflows and
reducing manual tasks. Significantly reduces time spent on double data entry between CRM and proposal software.

Effective Sales Process

With PandaDoc integration, sales teams can quickly create and manage professional proposals, leading to improved lead conversion and
enhanced client communication.

Simplified Financial Management

Integration with Stripe and Xero automates invoicing and financial processes, reducing errors and ensuring accurate records.

Efficient Project Setup

Pushing Company/Contact info to Jira simplifies project initiation, minimizing duplication and errors while saving time.

Global Accessibility and Insights

As a global app, envisionLXPJ offers standardized operations, while its integrated analytics provide data-driven insights for better decision-
making. Fully supported globally.