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PandaDoc for SugarCRM

Manage the entire proposal lifecycle inside SugarCRM with PandaDoc.

PandaDoc for SugarCRM

Have the right data at the right time with the PandaDoc and SugarCRM integration

Create documents from templates without leaving SugarCRM

PandaDoc comes with a pre-built library of hundreds of document templates that are ready to use inside of your SugarCRM account. You can easily customize these templates and add new ones to create a robust library of branded templates for your sales team.

Templates Library

Sign documents from any computer, smartphone, or tablet

PandaDoc electronic signatures are easy to use and legally binding. Your prospects will be able to view and sign your proposals from anywhere without having to install specialized software.

Mobile - App

Know when prospects view and sign proposals with document analytics

Advanced document analytics allow sales reps and managers to know when proposals are sent, viewed, and signed.

Contract Analytics

Use the document builder to create custom proposals with embedded media

The drag and drop functionality makes it easy to create new documents inside SugarCRM. Reps can embed images, product sheets, and videos right inside their proposals.

Editor 2 Blocks

Who uses PandaDoc for SugarCRM

Who uses PandaDoc for SugarCRM

Sales teams

Make it easy for your sales team to create detailed, accurate proposals using approved templates and content items.

Sales reps

Help your sales reps to spend more time selling by improving sales and marketing automation workflows with the SugarCRM integration.

Marketing managers

Provide your marketing managers the right place for marketing collateral that can be used by sales teams to impress prospects.