Motii powers faster deal cycles with expert CRM integrations, automated workflows and scalable setups. We help sales teams spend less time on admin and more time closing.
Motii is a sales-performance partner specialising in CRM customisation, workflow automation, integrations, sales operations, reporting and training. We help growing businesses across APAC scale their revenue engines by connecting tools like PandaDoc, optimising processes and cultivating a performance mindset.
"With Motii's help, PandaDoc has drastically reduced manual entry errors and increased our overall efficiency."
Marisse van den Berg
Business and Relationship Manager at People of Influence
PandaDoc and Motii
As an official PandaDoc partner, Motii helps clients adopt and unlock the full power of PandaDoc for proposal, contract and document workflows. Our services include:
Setting up PandaDoc’s templates, layouts, and content blocks to align with brand and messaging
Integrating PandaDoc with CRM systems (especially Pipedrive) so data flows seamlessly
Automating document generation, approvals, and e-signatures
Training teams to use PandaDoc effectively (onboarding, best practices, shortcuts)
Deep integration with CRM: PandaDoc plugs tightly into Pipedrive (and other systems) to pull deal data, reducing duplication and errors. Motii ensures that integration works smoothly within a client’s tech stack.
Efficiency & speed: PandaDoc streamlines document creation, version control and e-signatures. Motii’s automation and workflow know-how help businesses reduce manual steps and accelerate contract closing.
Adoption & training: Having a powerful tool is only half the battle - Motii ensures that teams are onboarded, coached and supported so they actually use PandaDoc to its full potential.
Scalable solutions: We support everything from small teams to enterprise deployments, adding customisations, APIs and advanced features as your business grows.
Use Cases
Marissa van den Berg - People of Influence
With Motii's help, PandaDoc has drastically reduced manual entry errors and increased our overall efficiency.
Motii has been a game-changer for our team! They helped us seamlessly integrate PandaDoc into Pipedrive, saving us time and streamlining our processes. They also connected our website inquiries directly into Pipedrive, ensuring no leads slip through the cracks. A special shoutout to Adi, who has been an amazing engineer to work with—knowledgeable, efficient, and always responsive. Highly recommend Motii for any business looking to optimise their CRM!
