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
Measure and improve team and document performance using time-to-close and revenue indicators from PandaDoc in-built reports.
Create professional and accurate proposals for your leads in less time and close deals without the frustration and delays of printed documents.
Enable your sales team quick with document generation and advanced electronic signature software within the familiar Zoho interface.
Frequently asked questions
What Zoho CRM plan do I need to use PandaDoc integration?PandaDoc integration is available on all paid Zoho CRM plans (including Standard, Professional, Enterprise, and Ultimate editions). Zoho CRM integration is available with PandaDoc Business and Enterprise plans.
Do I need any technical skills to set up Zoho CRM integration?No, the Zoho CRM integration package is ready to meet any sales business needs and can be installed without any coding. Follow this step-by-step guide to connect your PandaDoc and Zoho CRM accounts and map standard and custom fields.
Where do I learn more about how to connect PandaDoc and Zoho CRM?
Can you generate invoices and accept payments with PandaDoc documents in Zoho CRM?
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