PandaDoc Close.io integration

Create, Send, Track, and eSign Sales Documents from Close.io

The integration allows you to:

  • Create, deliver, track and eSign sales collateral
  • Auto-populate docs with deal data from Close.io
  • Build interactive error-free quotes with auto calculations
  • Track opens and views of all of your docs

Get started:

Read our FAQ to learn how you can spend less time doing busy work and spend more time selling.

Close Deals Faster with the PandaDoc & Close.io Integration

PandaDoc provides everything you need to build sales collateral from Close.io — pre-populate your quote, proposal or contract with data from your opportunity within Close.io. 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 Close.io integration

    Create a document right from Close.io

    You can generate your sales documents directly from the Close.io platform within minutes.

  • PandaDoc Close.io integration

    Close deals instantly with eSignatures

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

  • PandaDoc Close.io integration

    Never copy and paste endless details again

    PandaDoc pulls data from your opportunity within Close.io and automatically pre-fills your documents with those client-specific details.

  • PandaDoc Close.io 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 Close.io 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 accelorate 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 Close.io 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 Close.io integration

Jon Hearty

COO, Datanyze

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