PandaDoc for Nimble CRM

Build better proposals and sell more with the PandaDoc and Nimble integration.

No credit card required

Use Nimble contacts data to quickly create, send, eSign sales documents

Create proposals, contracts, etc. right inside Nimble CRM with PandaDoc

Use the PandaDoc document builder to offer optional line items, editable quantities, taxes, and discounts with ease. In addition, PandaDoc quoting software offers powerful CPQ functionality to make pricing your products and services easier than ever.

Access and deliver sales content to prospects inside Nimble CRM

PandaDoc makes it easy to share sales and marketing content with prospects from inside Nimble account. You’ll be able to access all of your organization’s content in a central library, add personal touches in seconds, and share it securely with prospects via email.

Know when to follow up and what to say with document analytics

Actionable data is the key to sales success, and the built-in document tracking analytics gives you key information that will make your sales team more effective and efficient. View the status of every sales document in your organization from a single dashboard, track content usage, and know exactly when and how every recipient interacts with the documents they’re sent.

Who uses PandaDoc for Nimble CRM

Sales teams

Have a complete picture of all your contracts, proposals and quotes in one single place for better sales teams efficiency.

Small businesses

Combine two powerful platforms to deliver massive value to your small business with a great focus on selling.

Sales operations

Enable your sales team quick with document analytics and signing documents within the familiar Nimble interface.