PandaDoc for SalesforceIQ

Save time and close more deals with the PandaDoc and SalesforceIQ integration.

Supercharge SalesforceIQ through the integration with PandaDoc

Reduce the time you spend creating documents

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 generation 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.

Increase close rates by knowing how prospects interact with your documents

The built-in 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.

Easily create stunning proposals with embedded media

Data sync between a SalesforceIQ account 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

Who uses PandaDoc for SalesforceIQ

Sales teams

Save your sales teams time for creating, editing, and sending proposals or contracts.

Sales reps

Allow your sales reps to work smarter by spending less time editing documents and more time closing deals.

Marketing managers

Make it easy for marketing managers to collaborate with sales teams creating the right place for all marketing collaterals.