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PandaDoc for Zendesk Sell

Create stronger proposals in less time and close deals faster with Zendesk Sell and PandaDoc.

PandaDoc for Zendesk Sell

You’ve got questions, we’ve got answers

Learn how to get your team excited about this integration

Transform data into actionable sales documents with Zendesk Sell and PandaDoc

Build your quotes, contracts or proposals within minutes

PandaDoc templates ensure brand compliance and document accuracy while saving you time. Simply create a new document, choose from new, stylish design elements and templates, and watch as key customer and opportunity data is added to your document automatically.

Toolbar Cover Proposal

Automatically transfer data between Zendesk Sell and PandaDoc

Document creation is faster than ever thanks to the Zendesk Sell and PandaDoc integration. Build detailed, visually stunning proposals, quotes and contracts directly from leads, companies, people or deals within Zendesk Sell.

Document Integrations Proposal Zendesk

Access your full content library inside of Zendesk Sell

The PandaDoc content library puts your sales and marketing collateral at your fingertips. Easily access, customize and send any piece of content directly within Zendesk Sell.

Document Content Library

One centralized solution to to improve team collaboration

Need to work well with others? You’ll love the robust, real-time collaboration features built right into PandaDoc. When you add PandaDoc to Zendesk Sell, you’ll be able to co-author, comment, and review documents alongside co-workers, partners, and clients.

Document Workflow Agreement

Demo of PandaDoc Integration for Zendesk Sell

Learn how to create and track documents from Zendesk Sell

"I was thrilled to find out that PandaDoc offers a simple integration with our CRM – Zendesk Sell (formerly Base). We were looking to cut the time our sales team had to spend copying the contact information from Sell into PandaDoc in order to send a proposal. PandaDoc helped our sales team to automate tasks and save time yet again."

Kamila Cholko

Senior Digital Marketing Executive

Read full story

30%

reduced admin time for sales team

12%

increased close rate

4 hours

time-to-signature from 3-5 days

Who uses PandaDoc for Zendesk Sell?

Narrow - People Working

Sales teams

Get actionable insights into how your sales team uses documents to get things done.

Sales representatives

Keep your company’s documents safe and secure and make user management easier than ever.

Sales operations

Create better proposals, quotes, and contracts in less time with PandaDoc and Zendesk Sell CRM.

Streamline your document workflow

Get personalized 1:1 demo with our product specialist.

  • Tailored to your needs
  • Answers all your questions
  • No commitment to buy
ChiliPiper increased their close rate by 28% after implementing PandaDoc.

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ChiliPiper increased their close rate by 28% after implementing PandaDoc.