PandaDoc helps more than 5000 companies to close more deals with a better quote, proposal, and contract management process. Their document automation features include eSignatures, data management, and feedback to build, edit, execute, and track documents.


Features and Benefits

Easily create any sales document.

No need to leave SugarCRM to get sales collateral out the door. Simply create and send your quote, proposal or contract directly within SugarCRM.

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Customize your sales collateral.

You can customize any of your SugarCRM fields to auto-populate client specific details instantly into your document.

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Build error-free quotes.

Fill your docs with product and pricing information from a SugarCRM opportunity, sending accurate quotes every time.

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Track opens and views.

PandaDoc logs all documents related to an opportunity and tracks their status within SugarCRM.

View All Features

Easily create any sales document.

No need to leave SugarCRM to get sales collateral out the door. Simply create and send your quote, proposal or contract directly within SugarCRM.

Customize your sales collateral.

You can customize any of your SugarCRM fields to auto-populate client specific details instantly into your document.

Build error-free quotes.

Fill your docs with product and pricing information from a SugarCRM opportunity, sending accurate quotes every time.

Track opens and views.

PandaDoc logs all documents related to an opportunity and tracks their status within SugarCRM.

Support

Phone Support: (415) 670-9712
Support Email: support@pandadoc.com
Support Knowledge Base:

Terms & Conditions

Terms of Service: https://www.pandadoc.com/terms-of-use/
Privacy Policy: https://www.pandadoc.com/privacy-policy/

Customize your sales collateral.  You can customize any of your SugarCRM fields to auto-populate client specific details instantly into your document.Customize your sales collateral.  You can customize any of your SugarCRM fields to auto-populate client specific details instantly into your document.
Build error-free quotes.  Fill your docs with product and pricing information from a SugarCRM opportunity, sending accurate quotes every time.Build error-free quotes.  Fill your docs with product and pricing information from a SugarCRM opportunity, sending accurate quotes every time.
Easily create any sales document. No need to leave SugarCRM to get sales collateral out the door.  Easily create any sales document. No need to leave SugarCRM to get sales collateral out the door.
Track opens and views. PandaDoc logs all documents related to an opportunity.  Track opens and views. PandaDoc logs all documents related to an opportunity.

Resources

Please where we're going to have PDF and what not

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