PandaDoc for Sugar

Manage the entire proposal lifecycle inside Sugar with PandaDoc

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Top Features

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.

PandaDoc’s 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.

Tokens automatically populate documents with customer and product details, reducing errors and saving your sales team time.

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

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

 

Who Uses PandaDoc for Sugar

Sales Representatives

Create stunning sales proposals, know exactly when to follow up, and save hours of time on document creation.

Sales Executives

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

Marketing Directors

Provide the sales department with product videos and marketing collateral they can use to impress prospects and close more deals.

Security

PandaDoc is built on the same AES-256 encryption that enterprise organizations and financial institutions around the world rely on to protect their intellectual property. PandaDoc data centers (handled by Amazon AWS) are state of the art, utilizing innovative architectural and engineering approaches. Our cloud servers are the same ones used by NASA, J.P. Morgan Chase, and NASDAQ! Learn more
Security

Value

PandaDoc delivers more value than any other document automation platform out there. Most businesses can enjoy the benefits of our Business Plan, and our Enterprise solutions offer custom onboarding packages, API access, and powerful content control features.
Value
Disclaimer

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.