Increase your close rate by knowing exactly when and how prospects interact with the documents you send them.
Reduce the time you spend creating documents by up to 80% with PandaDoc templates, data sync, and the drag and drop document builder.
Get deals closed faster with built-in, unlimited eSignatures.
Easily create stunning proposals with embedded media and content with the PandaDoc document builder.
The PandaDoc document builder will revolutionize the way you create sales documents. The drag and drop interface makes it easy to add, delete, and reposition any document element in seconds without leaving SalesforceIQ. You’ll be able to add any content item to your proposals in seconds, thanks to the built in content library. The PandaDoc document builder also supports custom themes and backgrounds, so you can make sure your documents follow your company’s visual guidelines.
PandaDoc templates are the key to reducing document creation time, increasing accuracy, and ensuring consistency across every document. You can upload Word and PDF documents and convert them to templates, or use the PandaDoc document builder to build custom templates from scratch. Your templates are fully accessible within SalesforceIQ, giving you the ability to create detailed documents using templates right inside your opportunities.
PandaDoc document analytics give you access to key data that will help you manage your pipeline and opportunities. Use the main dashboard to see where every document you’ve sent is at a glance, and dive into individual document analytics to see who’s viewed your documents, when they’ve viewed them, and how long they’ve viewed each page. PandaDoc analytics are visible within any SalesforceIQ opportunity, making it easier than ever to keep deals moving forward.
Data Sync between Salesforce IQ and PandaDoc automates document creation, saving you time and preventing mistakes. Data from contacts and opportunities is automatically added when you use a properly configured PandaDoc template, including customer contact information, your company information, and product details.
Who Uses PandaDoc for SalesforceIQ
Small business owners
Don’t spend hours at your desk creating, editing, and sending proposals or contracts. PandaDoc saves you time so you can get back to running your business.
Smart sales reps
Adding PandaDoc to SalesforceIQ allows today’s sales reps to work smarter by spending less time in the office dealing with documents and more time out closing deals and finding new customers.
Tired of emailing contracts back and forth to make sure that your company is protected before you sign? PandaDoc makes it easy for sales reps to collaborate with legal counsel to create, edit, and sign contracts faster.
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.