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PandaDoc for SugarCRM

Manage the entire proposal lifecycle inside SugarCRM with PandaDoc.

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

Templates Library

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.

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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.

Contract Analytics

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.

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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.

Maximize your tech stack investments

Integrate PandaDoc with the tools you depend on to get proposals, contracts and quotes out the door even faster.

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SugarCRM

Who uses PandaDoc for SugarCRM

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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.

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Microsoft OneDrive
Zapier connector

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