PandaDoc + ZOHO

Create, send and track quotes, proposals and contracts from within Zoho CRM

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ALL-IN-ONE QUOTING, ESIGNING, AND CONTRACT MANAGEMENT FOR ZOHO

With PandaDoc and Zoho together you’ll have everything you need to create awesome quotes, proposals, and contracts that win.

It’s the perfect Zoho extension to convert leads into wins faster than ever before — document generation, delivery, legally binding electronic signatures and document tracking all in one place.

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BUILD CONSISTENT, ERROR-FREE QUOTES FROM WITHIN ZOHO

Zoho potential records — with all of your custom fields and contact information, product info and pricing details — all flow into your documents seamlessly.

The integration also calculates all the taxes, discounts and profit margins on the fly.

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ZOHO Configure Price Quote
ZOHO PandaDoc Data Merge

TRACK DOCUMENTS TO CLOSE DEALS FASTER

Have all related documents and track their status right from a Zoho potential!

Want to dig deeper? Check PandaDoc’s document analytics to see how much time your recipients spent on each section of your document for more efficient and timely follow-ups.

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WHAT PEOPLE SAY ABOUT PANDADOC/ZOHO INTEGRATION

 

Creating the link between PandaDoc and Zoho was probably the easiest integration process I’ve ever been involved in. Once the link was done our Zoho database was available to create PandaDocs and those docs were automagically there in Zoho!

Geof Robinson
Sales Director, Telesmart

SMART DOCUMENT AUTOMATION FOR ZOHO

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