Spend less time building proposals and more time selling

Are your sales people spending too much time crafting individual proposals and quotes? Is your sales process drawn out by waiting for signatures?

PandaDoc solves these problems and more, making your sales team work efficiently and effectively.

Features of PandaDoc include:

  • Electronic signature capabilities 
  • Easy real-time editing
  • Templates to use over and over again
  • Receive payments
  • Document analytics
  • Automatically adjusted price quotes

The things that we love about PandaDoc are the ability to track who has viewed your documents, for how long they viewed them, as well as the amount of time they spent on specific sections. This helps you to understand what is most important in the proposal to a potential client.

The best thing about PandaDoc is that it is fully integrated with Zoho CRM. You can build sales proposals and send quotes all from a contact, account, or opportunity record. 

PandaDoc also includes a signature capability which helps automate approval process. 

Start saving time and paper by using PandaDoc!

Contact us for more information.