PandaDoc is a sales enablement and document management solution. Streamline your workflow with document auto-creation, tracking, eSignature fields, and embedded payment options. All features are accessible via your Sugar dashboard.
The PandaDoc interface is intuitive, utilizing simple drag-and-drop tools, that allow you to quickly build professional quotes, templates, proposals, invoices, and more.
More than 14,000 customers have increased their close rates with PandaDoc. On average, PandaDoc users cut document creation time by twelve hours per week.
Features and Benefits
Real-time tracking and updates
Track when a client has received, opened, or approved a document. Status updates appear in client and account profiles and update in real-time.View All Features
Add electronic signatures to documents
Use PandaDoc drag-and-drop editor (accessed through the SugarCRM dashboard) to add electronic signature fields to documents. Upload your own PDFs or create new documents from scratch. Electronic signatures increase close rates and boost client satisfaction.View All Features
Quickly add CRM products to pricing tables in documents
Along with client details, you can also pull product details to auto-fill documents. Create straightforward pricing tables for recipients using the PandaDoc editor. You can even embed payment options.View All Features
Use CRM contacts as recipients
Quickly create and send proposals, quotes, and contracts to any of your CRM contacts. PandaDoc removes the need to keep multiple “address books”.View All Features
Build, send and track documents in SugarCRM
Automate the process of creating, sending, and tracking professional documents. PandaDoc gives you access to a huge library of templates, real-time analytics (accessible in SugarCRM), and a suite of time-saving tools like embedded payment options and electronic signatures.
SupportPhone Support: (415) 670-9712
Support Email: firstname.lastname@example.org
Support Knowledge Base: https://www.pandadoc.com/integrations/crm/sugarcrm/?utm_source=sugarcrm-marketplace&utm_medium=partner&utm_campaign=2020-11-inbd-marketplace-article-support-sugar-crm
Terms & ConditionsTerms of Service: https://www.pandadoc.com/terms-of-use/?utm_source=sugarcrm-marketplace&utm_medium=partner&utm_campaign=2020-11-inbd-marketplace-websitevisit-pandadoc-terms