Automatically populate key information thanks to data transfer between Base CRM and PandaDoc.
Track document views and page engagement with PandaDoc analytics.
Access your full content library inside Base CRM.
Get documents signed faster with PandaDoc electronic signatures.
The PandaDoc content library puts your sales and marketing collateral at your fingertips inside Base CRM. Easily access, customize, and send any piece of content from inside your deals screen.
Proposal creation is faster than ever thanks to the PandaDoc document builder. A drag and drop interface makes it easy to create detailed, visually stunning proposals with custom pricing tables, attached content, and embedded media.
PandaDoc templates ensure brand compliance and document accuracy while saving you time. Simply create a new document, choose a template, and watch as key customer and opportunity data is added to your document automatically.
Need to work well with others? You’ll love the collaboration features built right into PandaDoc. When you add PandaDoc to Base CRM, you’ll be able to co-author, comment, and review documents alongside co-workers, partners, and clients without leaving your desk.
Who Uses PandaDoc for Base CRM
CIOs and IT Managers
PandaDoc keeps your company’s documents safe and secure and makes user management easier than ever.
Get actionable insights into how your sales team uses documents to get things done.
Create better proposals, quotes, and contracts in less time with PandaDoc and Base CRM.
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.