With the Chrome extension you can:
Create, send, track and eSign quotes, proposals, contracts and other collateral from within SalesforceIQ.
- Create, deliver, track and eSign sales collateral
- Auto-populate data within docs
- Build interactive error-free quotes with autocalculations
- View every doc related to an opportunity
- Track opens and views of all of your docs
Don’t have SalesforceIQ? Sign up for a free trial!
Read our FAQ
to learn how to install the integration so you can spend more time selling and less time building sales quotes.
SalesforceIQ takes Relationship Intelligence one step further with the PandaDoc integration.
PandaDoc provides everything you need to build sales collateral right from SalesforceIQ — pre-populating opportunity data, including custom fields, seamlessly into your quote, proposal or contract. 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.
Get the deal done with eSignatures
Sign documents right inside SalesforceIQ with easy-to-use, legally binding electronic signatures.
Never copy and paste endless details again
PandaDoc pulls data from your opportunities and automatically pre-fills your documents with client-specific details.
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.
Track opens and views
PandaDoc logs the history and tracks the status of every sent document for any SalesforceIQ opportunity.
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!
With PandaDoc, we can see detailed analytics to help us understand which parts of our proposal are being viewed more.