5,000+ companies trust PandaDoc for their sales proposals
Auto-Merge CRM Data with Proposal Templates.
PandaDoc can integrate with any major CRM permitting you to pre-populate data right in your proposal.
Simply add merge fields to your template right where client names or unique details appear. Once you generate your quote or sales proposal directly from your CRM, the most up-to-date information will auto-populate. No need to worry about retyping or misspelling.
Create beautiful proposals. Track client engagement.
Swap out your clunky word processors for PandaDoc’s online drag-and-drop document builder. Ensure fast, error-free pricing with PandaDoc’s CPQ module.
Gain valuable insights with PandaDoc’s analytics to see how much time your clients spent on each section of your sales proposals. Tailor your content and follow-ups to achieve unparalleled sales success with PandaDoc.
Sales Proposals Software That Integrates With Your CRM
PandaDoc extends all major CRMs with quote, contract and proposal automation.
What people say about PandaDoc
The biggest perk of PandaDoc is the beautiful documents it creates. It really makes our company look professional. By implementing PandaDoc, it has cut the time it takes to create a proposal by more than half!
We have seen an increase in our close rate by about 20%. Our customers love the interactive elements such as the images and videos we can create and include within the documents.