PandaDoc

About PandaDoc

PandaDoc is a deal acceleration platform built to empower sales team to close deals faster and to look more professional. Create, send, track, and eSign documents — all from one intuitive and easy-to-use platform. PandaDoc allows you to create proposals, quotes, and contracts very quickly using customizable templates that allow for on-brand styles, rich-media, themes, and personalization options. PandaDoc helps you simplify processes and increase efficiencies across your entire organization when you integrate your existing CRM, payment, and file storage apps into a unified workflow.

On average, PandaDoc customers see a 28% increase in close rate, a 65% decrease in document creation time, and 12 hours per week saved.

Our feature set includes: Document Creation (Drag-and-drop online editor, file upload, design themes, custom CSS), Document Collaboration, Reusable Templates (Free library of 400+ templates), Dynamic Quotes, Real-time Analytics, Approval Rules, Document Interactivity Insights, Workflow Automation, CRM Integrations, eSignatures, and Payments.

Integration Powered by Zapier

Zapier is a web-based automation tool that connects the applications you love. Zapier can connect two or more apps to automate repetitive tasks with ‘Zaps’. Creating a Zap is easy – anyone can build their own workflows with just a few clicks.

SharpSpring’s Zapier connection with PandaDoc allows up to 28 possible integrations. Configure your sync in minutes to begin leveraging the best of both platforms. Zapier supports over 1,000 applications and allows you to mix and match triggers and actions to make your own automation. Learn more at Zapier.com.

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The benefits of using SharpSpring & PandaDoc

  • Create a new document or contract in PandaDoc when a new lead or opportunity is created in SharpSpring
  • Begin an email drip series in SharpSpring after a document is completed or a new lead is created in PandaDoc
  • Create or update an opportunity in SharpSpring after a contract is paid in PandaDoc
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