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BOOST SALES PRODUCTIVITY BY 35% WITH PandaDoc.


We are Channel partners of PandaDoc.

PandaDoc is the future of documents, PandaDoc. is All-in-one software to create, deliver, and eSign your team’s quotes, proposals, contracts, and other sales collateral.

Create beautiful proposals and sign documents online

Achieve unparalleled sales success for your entire team with PandaDoc.. Automate your approval process and save hours on every quote, proposal, and contract you send.

Swap out your clunky word processors and plugins for PandaDoc’s online drag-and-drop document builder. Ensure fast, error-free pricing with PandaDoc’s CPQ module. Replace printing, scanning, faxing, and snail mail with legally binding electronic signature software.

BENEFITS OF USING PandaDoc.


PandaDoc. will empower both you and your client's teams to accomplish the following:

  • Streamline proposal and contract management
  • Save time and increase productivity by reducing administrative work
  • Enhance the quality of content created
  • Improve communication - faster client response times and deal negotiation
  • Measure content and optimize proposal-to-signature success rates
  • Eliminate redundancy and data entry by integrating with CRMs, ERPs, and other systems
  • Replace manual and paper / PDF signature workflows
  • Store and Retrieve all of your documents from a central repository

Content Library

Sales documents aren’t made from scratch. Chances are you already know which pieces of content work for your team.

The PandaDoc content library is set up to store such content blocks in one, central place. Reps simply drag and drop your pre-approved paragraphs, pricing tables, legal clauses, or multimedia content to create on-point documents each and every time.

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Interactive Content Blocks

Drag-and-drop blocks let reps add any kind of content to quotes, proposals, and contracts.

Add text and video clips. Include an image or 10! Insert dynamic pricing tables, forms, case studies, and make your sales collateral stand out from the crowd.

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Discounts & Taxes

Manually calculating discounts and taxes slows down the quoting process precipitously. It also opens up your team to miscalculations and embarrassing pricing errors.

PandaDoc handles discount and tax calculations automatically so you can be confident with every quote or proposal every time.

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À la carte Pricing

PandaDoc’s dynamic pricing tables open up a whole new world of possibilities for your quotes, proposals, and contracts.

With a la carte pricing you can provide clients with the option to select their own quantities for given items. Giving clients control helps speed up negotiations. Everyone wins!.

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Analytics

Document analytics are the “read receipt” for quotes, proposals, and contracts. As a part of the PandaDoc deal room, you get the total low-down on how many times your client opened each document and which sections they’ve paid most attention to.

Knowing what sells enables your reps to address client concerns immediately and even helps improve team collateral over time.

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Real-Time Negotiation

Answering questions and addressing objections via email is simply too slow to be productive.

PandaDoc’s real-time comment thread is instant, easy, and keeps all the right people in the loop. Let your clients suggest changes to the document itself and compare versions to see what’s changed. Your reps can set their own email notifications as well so they never miss a thing.

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Electronic Signatures

The actual signing of a document can often be the biggest sticking point in a deal.

The whole print, sign, and re-scan process oftentimes can bring a promising deal to a screeching halt. PandaDoc’s legally binding electronic signatures boost your transaction speed up to 5x and help you close deals faster.

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Version Tracking

With PandaDoc’s automatic version tracking, your reps can easily make changes and resend a document at any time.

No need to worry about file names and folder locations; PandaDoc keeps a copy of each version in case you need to access it later.

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Automatic Approval Flow

Internal approvals can slow down sales. PandaDoc allows you to set up clear, secure approval processes with a customizable workflow.

Receive instant notifications of areas to sign off on when reps flag for approval. With PandaDoc’s intuitive dashboard interface, nothing will get lost in the shuffle again.

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Multi-Team & Multi-Product

If you have several sales teams or you’re selling more than one product simultaneously, PandaDoc’s multiple workspace functionality is a necessity.

The multi-team and multi-product setups help keep approval processes running smoothly and separately. For companies with multiple branches or extensive reseller networks, this is a very useful feature.

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CRM & Storage Integration

PandaDoc works seamlessly with all major CRMs including Salesforce, Insightly, Pipedrive, ZohoCRM, PipelinerCRM, and PipelineDeals.

Document initiation begins with a CRM. Once a document is completed, it links back to your CRM’s deal and contact info. You can also access files stored in Google Drive, Microsoft OneDrive, Dropbox, Box and Salesforce Documents.

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Locked Down Content

PandaDoc lets you lock certain content blocks and branding elements so you never have to worry about compliance again.

Make it easy for your reps to use approved content, and keep your accounting, legal, and marketing departments happy.

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