PandaDoc CRM Integration

Creating proposals is an integral part of sales and, usually, a laborious task that requires working outside your CRM. Now with the new PandaDoc integration for Pipeliner, you can save time and continue working right there in the CRM application.

Activating the PandaDoc integration is as simple as clicking a button, and then you can immediately start realizing all the time-saving and efficiency benefits of having proposals as part of your CRM workflow.

Now when you want to create a proposal you can immediately pull information directly from Pipeliner and populate the proposal or any other PandaDoc document you are using. To make it even more efficient Products can be populated from Pipeliner Opportunity into the PandaDoc Quote!

Plus you can save the proposal or document to whatever Pipeliner entity you choose (AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., Contact, LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., Opportunity) so it is easily accessible when you need to refer to it.

This makes document management efficient and easy!

Plus you and your customers can eSign the documents or proposals and again it is all logged and saved in Pipeliner CRM – this means you always have the relevant documents related to a customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. or prospect stored alongside all the other relevant customer information.

This full native integration enables business professionals to quickly and easily synchronize any dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. between platforms to improve workflow efficiency.

About PandaDoc

PandaDoc is a prominent software company that focuses on optimising document automation, simplifying the generation, distribution, and administration of documents for enterprises of all scales. PandaDoc provides a broad array of tools that enable users to create, distribute, and electronically sign documents efficiently and securely, therefore dramatically expediting operations and minimising manual errors. The straightforward platform connects effortlessly with several CRM systems, allowing users to import data smoothly and improve operational productivity. PandaDoc is recognised for its intuitive design and comprehensive features, such as customisable templates, real-time collaboration, and analytical insights, enabling sales teams to expedite deal closures, improve clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer. communications, and assist organisations in achieving digital transformation. PandaDoc’s focus on new solutions and customer satisfaction highlights its increasing prominence in the document management solutions sector.