Streamline sales workflows with PandaDoc online proposal generator.
|Salesforce CRM integration|
|Drag and drop document builder|
|Document engagement analytics|
You can use the PandaDoc drag and drop document builder to create accurate, detailed documents right inside Salesforce. A single click populates any template with contact or opportunity data, and our intuitive interface makes it easy to add personal touches, media, and other relevant content.
Electronic signatures eliminate the frustration of printing, signing, and scanning documents but aren’t included with Salesforce CPQ. Our built-in electronic signatures mean you’ll only need one tool to create, send, and sign your quotes, saving you time and money. PandaDoc is a great alternative to your current needs.
You’ll be able to deploy PandaDoc inside Salesforce within minutes. Creating your own templates, content library, teams, and workflows is so simple there’s no need for a hired consultant. No need for complicated HTML programming to set up new documents for your team. Simply use our drag and drop document builder to build your own custom templates.
When you switch to PandaDoc, you’ll enjoy lower per-user fees, cheaper premium support options, and lower deployment costs than Salesforce CPQ. If you’re using DocuSign for electronic signatures, you’ll be able to consolidate your document processes to a single platform with PandaDoc, saving you even more money.
Use the PandaDoc document builder to create new templates (no programming required!) or upload the documents you’re using today. Save images, videos, customer testimonials, and marketing content to a central library to easily add what you need to any document.
Create a new proposal, quote, or contract from templates in seconds right inside Salesforce and watch as crucial contact and opportunity data is automatically populated. Take things a step further by using the drag and drop document builder to add finishing touches like customer testimonials, custom content, or interactive pricing tables.
PandaDoc analytics help managers and reps get more out of their documents. Sales managers will use the PandaDoc dashboard to learn where every proposal and contract is in the pipeline, while sales reps will be able to see when and how long prospects and customers interacted with each page of the documents they sent.
Our support are always ready to help. Every customer has access to our knowledge base and support team when they need them and we offer affordable custom support upgrades to companies with unique needs.
Connect your document workflows throughout your business with a PandaDoc integration. We offer out-of-the-box integrations with more than 15 top sales, marketing, and accounting tools, including DropBox, Box, Stripe, and Xero.
You won’t have to give up your CPQ features when you switch to PandaDoc. Products and pricing automatically sync from your CRM, and pricing tables can be customized to offer optional items, editable quantities, discounts, taxes, and more.