If you’re a user of Freshsales CRM, check out PandaDoc native integration for faster document creation and easy tracking.
Connect your documents and deals to save time on drafting and sending proposals and quotes out with pre-populated deal and customer data from your Freshsales account. Track the deal and document status without leaving your CRM.
Add PandaDoc to your app right from the Freshsales settings, prepare your templates, and you’re ready to go, no coding required.
The integration is included in PandaDoc Business and Enterprise plans.
Need some help? Check out our FAQ for step-by-step instructions on how to set up the integration.