PandaDoc for Pipeliner CRM

Dramatically speed up the entire process of planning, building, and sending out your business proposals. Even edit and manage documents on the go using your mobile device (with mobile apps for iOS and Android), helping you to drive negotiations forward and react at crucial times.

With seamless integration and flawless connectivity, you can turbocharge the efficiency of your sales process, whether you’re a small business or large enterprise. There’s no need for any additional proposal software. Empower your sales team to send a large volume of highly professional proposals to more prospects and clients, getting you noticed.

With PandaDoc comprehensive analytics, you can easily monitor every detail of your sales process. Receive real-time notifications via email (to any email client such as Outlook or Gmail) when the status of your documents changes, send automatic reminders and track everything efficiently within Pipeliner.

Simplify the process of creating polished, professional sales documents by managing it all from Pipeliner. Begin with a template, upload a document, or create your document from the ground up. Manage all of your existing documents created and sent through Pipeliner and even download PDF versions directly from the integration.

Take all the hassle away from the most important part of the proposal process – getting that signature. Every PandaDoc plan comes with eSignatures, making signing easier for both you and your prospects and customers. Send documents for signature directly within your Pipeliner CRM software. You’ll have a legally-binding agreement in no time.

Get convenient updates about the stage of your documents straight to your inbox. Track and understand important metrics such as who’s looking at what documents, how long they view specific sections, and more. PandaDoc users also getcontract management software features to aid in account management and sales management process.

Easily ensure that every document you send is professional and consistently on-brand. Store content, such as client testimonials, video/image content, and more to drag and drop into any new document. You can even lock the editing of specified content helping to eliminate any errors.

PandaDoc allows you to populate any document with the client-specific data to make your proposals stand out. Auto-fill details like company name, contact details, and more. The recipients will automatically populate by syncing with key contacts in your Pipeliner CRM records, speeding up the whole sales process.

PandaDoc Pipeliner CRM support is integrated directly into our application. This makes usage incredibly intuitive, with no coding experience necessary to enjoy the full suite of helpful features.