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

With the Chrome extension you can:

Create, send, track and eSign quotes, proposals, contracts and other collateral from within Zoho.

What’s included:

  • Create, deliver and eSign sales collateral
  • Auto-populate potential data within docs
  • Build interactive error-free quotes
  • View every doc related to a potential
  • Track opens and views

Get started:

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

Turn Zoho Potentials into Revenue Faster

PandaDoc provides everything you need to build sales collateral directly within Zoho — pre-populating potential data with all of your custom fields, contact information, products and pricing details seamlessly into your documents. No more copying and pasting.

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

  • Build interactive sales collateral from within Zoho

    Have you ever wanted to send proposals, contracts and other collateral directly from within Zoho? With the PandaDoc Chrome extension it’s just a matter of seconds!

  • Close deals faster with eSignatures

    Sign documents inside Zoho with easy-to-use, legally binding electronic signatures.

  • Never copy and paste tedious details again

    PandaDoc pulls data from your potentials and automatically pre-fills your documents with the client-specific details.

  • Build interactive error-free quotes

    PandaDoc pulls product info from Zoho potentials and auto-calculates taxes, discounts, margins and totals. The result: error-free quotes and proposals.

  • Track opens and views

    PandaDoc logs the history of every sent document for any Zoho potential and tracks their status.

What people say about Pandadoc

It 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 automatically there in Zoho!

Geof Robinson

Sales Director, Telesmart

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

Jon Hearty

COO, Datanyze

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