Included with this integration:
- Create, send, and eSign quotes, proposals and contracts
- Auto-populate your collateral with data from SugarCRM
- Build engaging and interactive error-free sales documents
- View all of your documents related to an opportunity
- Track opens and views of any sales collateral
Read our FAQ to learn how you can spend more time selling and spend less time building sales proposals.
PandaDoc + SugarCRM Transforms Your Business
Our integration allows users to build quotes, proposals, and contracts right within SugarCRM. Pre-populate your CRM data seamlessly into your documents. No need to copy paste from two separate systems.
You can also send error-free documents, track their status and obtain signatures using our secure and legally binding eSignature technology.
Easily create any sales document.
No need to leave SugarCRM to get sales collateral out the door. Simply create and send your quote, proposal or contract directly within SugarCRM.
Customize your sales collateral.
You can customize any of your SugarCRM fields to auto-populate client specific details instantly into your document.
Build error-free quotes.
Fill your docs with product and pricing information from a SugarCRM opportunity, sending accurate quotes every time.
Track opens and views.
PandaDoc logs all documents related to an opportunity and tracks their status within SugarCRM.
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.