Create and send quotes, contracts, and other types of documents directly within bpm’online CRM.
Gain insight into how clients and prospects engaged with your documents including how much time they spent on each page.
Standardize the documents you sent and stay on-brand with templates and marketing collateral from the content library.
Automatically populate customer-specific information and pricing from your CRM into your proposal, eliminating costly errors.
PandaDoc is a great addition to organizations using bpm’online CRM. With PandaDoc, you’ll give your sales team the ability to control all of their document processes right within bmp’online. No more never ending email threads and missed sales due to lost PDFs or Word documents.
Our eSignature technology and document analytics create a modern, digital document workflow. A sales rep will be able to track their proposal and quotes as they are opened, viewed, and signed, all in real-time. They will also be able to see which specific content block is performing best – allowing for continued performance enhancement to your documents.
Do you have standard legal terms, sales collateral, or pre-existing templates? With PandaDoc, these items are at your rep’s fingertips living right inside their bmp’online opportunities. If you don’t want a rep to make a change to these standard pieces of content, you can simply lock them from editing.
PandaDoc is certain to reduce your time to close. Any document you send from bmp’online can be automatically filled with key prospect information, opportunity details, and product data. And with instant notifications of when your prospect views and signs your document, you can keep the sales cycle moving forward.
Who Uses PandaDoc for Salesforce
Businesses with long sales cycles
Close deals faster with our document analytics. On average our customers report a 30% boost in close rates after implementing PandaDoc.
Businesses with complex offerings
Use PandaDoc to include product one-pagers, video testimonials, and images to describe your offering to your prospect better.
Businesses with high quote volume
Sales reps can create highly customized, accurate quotes within minutes and with only a few clicks.
Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials.