Boost sales productivity by 35% with PandaDoc
Automatic Approval Flow
Internal approvals can slow down sales. PandaDoc allows you to set up clear, secure approval processes with a customizable workflow.
Receive instant notifications of areas to sign off on when reps flag for approval. With PandaDoc’s intuitive dashboard interface, nothing will get lost in the shuffle again.
Multi-Team & Multi-Product
If you have several sales teams or you’re selling more than one product simultaneously, PandaDoc’s multiple workspace functionality is a necessity.
The multi-team and multi-product setups help keep approval processes running smoothly and separately. For companies with multiple branches or extensive reseller networks, this is a very useful feature.
CRM & Storage Integration
PandaDoc works seamlessly with all major CRMs including Salesforce, Insightly, Pipedrive, ZohoCRM, PipelinerCRM, and PipelineDeals.
Document initiation begins with a CRM. Once a document is completed, it links back to your CRM’s deal and contact info. You can also access files stored in Google Drive, Microsoft OneDrive, Dropbox, Box and Salesforce Documents.