One-Stop-Shop for Closing Deals. Allow your sales team to create, send, track, and eSign stunning quotes, proposals, and contracts within their Salesforce interface. PandaDoc is Lightning and classic friendly.
Merge opportunity, contact, product, and pricing data into your documents seamlessly. Benefit from error-free, on-brand, and instant document generation. 1-click refresh lets you update docs with the latest Salesforce data.
Build internal trust with approval workflows, signing orders, content locking, automatic document storage, and document/opportunity status sync to check all the boxes while still getting your sales docs out fast.
Real-time notifications when a recipient opens, views, comments, or completes the document empower your team to react when your prospect is ready to engage.
Setting up and customizing PandaDoc’s native, Lightning-ready integration is quick, easy, and doesn’t require any coding.
Create more complex documents easily with the new Salesforce Product Mapping feature. For more information, visit Pandadoc.
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At Axis Consulting, we help companies streamline their process with automation by unlocking the power of technology. From Salesforce Implementation to Custom App Development and beyond, we deliver powerful results that strengthen your business.
