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.

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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.

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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.

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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.

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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”.

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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.

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.

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.

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”.

Auto-fill documents with client details saved in SugarCRM

Create templates with customized fields: client name, address, company, etc. Your document will auto-populate with details saved in your SugarCRM modules.

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.

Support

Phone Support: (415) 670-9712
Support Email: support@pandadoc.com
Support Knowledge Base: https://support.pandadoc.com/hc/en-us/articles/360007915833-SugarCRM

Terms & Conditions

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

PandaDoc for SugarCRMPandaDoc for SugarCRM

Resources

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