Salesforce automation software
Take your sales performance to the next level with Salesforce automation from PandaDoc.
Who uses PandaDoc
Your sales team needs the latest in sales technology to stay competitive. Sales reps use PandaDoc within Salesforce to automate their proposal generation, approval processes, and send follow-up reminders so they can spend more time on generating new business.
PandaDoc makes it easy to support the entire sales process inside Salesforce thanks to a seamless integration that transfers lead, opportunity, and product data into your documents, allowing you to extend the functionality of your CRM.
PandaDoc includes customizable content and template libraries, making it completely painless for marketing to create product sheets, battle cards, videos, and a slew of other custom-branded content to store for sales reps right inside Salesforce.
Why choosing the PandaDoc Salesforce automation software?