PandaDoc for Zoho CRM

Create accurate, stunning proposals inside Zoho CRM with PandaDoc

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Sell smarter

Automate your entire sales cycle within Zoho CRM, including document generation and collecting eSignatures.

Create engaging proposals

PandaDoc makes it fast and easy to generate documents from Zoho CRM. Build personalized and accurate quotes and proposals from custom templates and drag and drop content library elements for quick customization. Catch your customer’s eye with rich media and interactive sections.

Collect legally-binding eSignatures

Send any document for signing right from a deal, an account, or other Zoho CRM objects. Your prospects can review and eSign documents from any device for free. eSignatures are legally binding and included with every PandaDoc plan, so you won’t need to buy a separate tool.

Track documents from inside Zoho

Gain complete visibility into when and how prospects interact with the documents you send. With PandaDoc activity notifications and document analytics feature, you’ll receive real-time notifications when your doc is opened, viewed, and completed. Access this info right in your Zoho CRM account, always keeping you up-to-date.

Create error-free quotes

Pricing your products and services is easier than ever with PandaDoc quoting software. Product data can seamlessly populate inside your quotes, proposals, and contracts. Build interactive pricing tables that include auto calculated discounts and taxes, optional items, editable quantities, and more.

Merge Zoho CRM data

New documents automatically populate with a deal, customer, product, pricing, and other details from standard or custom fields, giving you a personalized document in just a few clicks. Your deal or account contacts will be automatically added as signers too.

Collaborate on documents

Your prospects and colleagues can share comments right in the documents, eliminating unnecessary email threads. Ensure compliance with automated approval workflows. Add approvers like sales managers or your legal team and set the approval order so they can view the docs before they are sent.

Accelerate the sales cycle to help sales sell more

Win deals faster

Create Zoho proposals and quotes in half the time. Spend more time on selling activities and get your Zoho contracts signed faster with legally binding eSignatures.

Improve sales results

Build a streamlined sales process across the tools. Eliminate switching over the tools to reduce time spent on non-selling tasks. Remove bottlenecks from document flows to help sales close deals faster.

Set up with no coding

Connect your Zoho CRM and PandaDoc accounts in the settings with a few simple steps. Set up templates to map CRM fields, and you’re good to go.

Who uses the PandaDoc and Zoho CRM integration

Sales leaders

Measure and improve team and document performance using time-to-close and revenue indicators from PandaDoc in-built reports.

Sales teams

Create professional and accurate proposals for your leads in less time and close deals without the frustration and delays of printed documents.

Sales operations

Enable your sales team quick with document generation and advanced electronic signature software within the familiar Zoho interface.

Frequently asked questions

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.