PandaDoc for Capsule CRM

Create smarter quotes and sell faster with PandaDoc and Capsule CRM.

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Top Features

The PandaDoc document builder will change how your team creates documents for the better. The drag and drop interface allows users to add, remove, and relocate document elements in seconds. Users will be able to add smart pricing tables, content, and media to documents without leaving Capsule.

Thousands of our customers have proven that electronic signatures are a key step to speeding up the sales process, and PandaDoc electronic signatures are easier to use than any other eSignature product. You’ll be able to add eSignature fields to any document, sign from any computer, smartphone, or tablet (no software or app required), and track documents as multiple recipients review and sign.

PandaDoc strengthens the value that Capsule offers via data and reports with document analytics. Your company leadership will be able to see where every quote and contract is at all times, and sales reps know exactly when prospects view documents, with detailed statistics showing how long a viewer spent on each page of a document.

Need to bring the village to get the deal done? You’ll love the collaboration features built right into PandaDoc. Multiple users can easily collaborate and communicate right inside any document, review and approval processes are entirely automated, and customers can provide instant feedback right inside the quotes you send them.

 

Who Uses PandaDoc for Capsule CRM

G Suite Users

Do you use Capsule CRM alongside Google Apps for Business? You’ll love how easy it is to integrate PandaDoc with Google apps like Google Drive & Google Docs.

Growing Companies

When growth is top of mind, efficiency is always important. PandaDoc will help you create documents in less time and close deals faster.

Smart Sales Teams

Sales teams use PandaDoc to create accurate, compelling documents, and rely on Pandadoc analytics to know exactly when and how to follow up with prospects.

Security

PandaDoc is built on the same AES-256 encryption that enterprise organizations and financial institutions around the world rely on to protect their intellectual property. PandaDoc data centers (handled by Amazon AWS) are state of the art, utilizing innovative architectural and engineering approaches. Our cloud servers are the same ones used by NASA, J.P. Morgan Chase, and NASDAQ!Learn more
Security

Value

PandaDoc packs more value into every dollar you spend than any other digital document solution. Our tight integration with Capsule CRM, industry leading support, and unlimited documents and esignatures make PandaDoc the best choice for Capsule CRM customers who want to be more efficient, smart, and successful.
Value
Disclaimer

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.