PandaDoc includes features to create, track and execute documents, as well as functionality for electronic signatures. It consists of features in the following categories: proposals, quotes, team management, content management, branding, tracking, workflow, productivity, etc. It integrates with several CRMs, as well as ERP, payment, cloud storage, and other systems.

Close deals faster and look more professional

 

• Create documents faster. Quickly create stunning proposals, quotes, and contracts from pre-built templates, content from marketing, and customer data from your CRM.

• Stand out from the crowd. Create an experience with your customers that would rival any billion dollar company. Beautiful design themes, embedded media, and interactivity give every deal the opportunity to get noticed.

• A process that scales. Confidently forecast revenue and improve your sales team’s performance with real-time metrics on the number of completed docs, proposal revenue generated, and time-to-close dashboards.

• Seize the opportunities. Accelerate your sales cycle by seeing which recipients are engaged and which deals are ready to close. Get real-time notification about every interaction with your documents.

• Seamless integrations. No more sending data with other people’s info, copy paste errors, and small mistakes that create big issues. Out of the box integrations with CRM to allow your team’s proposals to get out the door faster and eliminates manual data entry errors.

Source: https://www.pandadoc.com/