Ever think of how much time your sales team can save when quotes, proposals, contracts, and other collateral can be compiled in seconds directly from
your CRM? With PandaDoc, you can integrate your CRM to make the entire process from start to finish even better.
Watch how PandaDoc works with our Salesforce and Pipedrive integrations!
PandaDoc and Salesforce
If you are looking for an all-in-one document solution that works with
Salesforce, PandaDoc is it. Create documents directly under ‘Opportunities’ with autofill client and product information. Send the document to your client through Salesforce and you’re done. Status of each document can also be tracked under ‘Opportunities’. Need help?
See a live demo with one of our product specialists.
PipeDrive and PandaDoc
With our new PipeDrive Integration, you can send proposals, contracts, and other collateral directly from a deal record. Using a template created in PandaDoc, you’ll be able pull client, product, and pricing details into a proposals a matter of seconds. Like our Salesforce integration, you’re also able to track the status of the documents under each deal. Need some guidance? Request a demo to get up and running quickly.
Xero and PandaDoc (Coming soon)
You’ve asked for it and we’re developing an integration with Xero! With this integration, you’ll be able to create a single or multiple invoices in Xero directly using PandaDoc templates and pricing tables. Like the Pipedrive and Salesforce integrations, you’ll also be able to send and track invoices directly in Xero. Be on the lookout for this exciting integration coming very soon. Sign up for a free trial now and let our Customer Success team know you want to be notified when it’s available.
Want us to choose your CRM to develop an integration? Leave a comment below and let us know which one you use.