PandaDoc Base CRM integration

Create, send, track, and eSign sales documents from Base CRM

With the integration you can:

  • Create, deliver, track and eSign sales collateral
  • Auto-populate docs with deal data from Base CRM
  • Build interactive error-free quotes with autocalculations
  • Track opens and views of all of your docs

Get started:

Install the integration to create, send, track and eSign quotes, proposals, contracts and other collateral with your Base CRM data.

Close deals faster with the PandaDoc & Base CRM integration

PandaDoc provides everything you need to build sales collateral from Base CRM — pre-populate your quote, proposal or contract with data from your deals within Base CRM. No more copying and pasting.

Send error-free documents, track them and allow your clients to sign their docs using our secure and legally binding eSignature technology.

  • PandaDoc Base CRM integration

    Create a document right from Base CRM

    You can generate your sales documents directly from the Base CRM platform within minutes.

  • PandaDoc Base CRM integration

    Close deals instantly with eSignatures

    Your recipients can sign documents with PandaDoc’s easy-to-use, legally binding electronic signatures.

  • PandaDoc BaseCRM integration

    Never copy and paste endless details again

    PandaDoc pulls data from your deals within BaseCRM and automatically pre-fills your documents with those client-specific details.

  • PandaDoc Base CRM integration

    Build interactive error-free quotes

    PandaDoc auto-calculates taxes, discounts, margins, and totals. This allows for error-free quotes and proposals, easy price adjustments, and dynamic pricing tables.

  • PandaDoc Base CRM integration

    Track opens and views

    PandaDoc logs the history and tracks the status of every sent document. You can even see how much time your recipient spent on each page to close deals faster.

What people say about Pandadoc

PandaDoc has saved me a lot of headaches and time. My docs are all signed easily and on time — and they’re already digitized which I love!

PandaDoc SalesforceIQ integration

Sariah Masterson

Program Director, Coding Campus

With PandaDoc, we can see detailed analytics to help us understand which parts of our proposal are being viewed more.

PandaDoc SalesforceIQ integration

Jon Hearty

COO, Datanyze

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