PandaDoc Integrates with Salesforce

PandaDoc, a full-cycle sales content automation software, announces its integration with Salesforce to make sales proposal and quote generation faster, more personalized, and engaging.

The integration with Salesforce gives users full document creation functionality within Salesforce. PandaDoc's software pulls relevant data from the opportunity, including general information, contacts, product, and pricing details, putting these into preset PandaDoc templates.

"With business processes all finding their way to the cloud, it seems that sales documents are the last to make the leap. Dealing with Word and Excel results in long turnaround times that slow down our sales teams," said Mikita Mikado, co-founder and CEO of PandaDoc, in a statement. "Your salespeople are spending more than half of their day doing mundane back-office work. We want to provide your team with all the building blocks that they need to speed up creation of sales collateral and to ensure a consistent, seamless experience for the end clients."

PandaDoc's API and SDK are already integrated with Yammer, Nutshell, Insightly, Pipedrive, Basecamp, Microsoft OneDrive, ProsperWorks, Harvest, Nimble, Pipeliner, Zoho CRM, OnePageCRM, Capsule, and Quote Roller, allowing companies to continue using their regular CRM systems while enabling them to select the documents they want to use, drag and drop content from other templates, and send it out for signatures.

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