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.
100% Automated Document Generation
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.
Provide a Workflow That Works
Build internal trust with approval workflows, signing order, content locking, automatic document storage, and document/opportunity status sync to check all the boxes while still getting your sales docs out fast.
Stop Wondering and Start Closing
Real-time notifications when a recipient opens, views, comments, or completes the document empowers your team to react when your prospect is ready to engage.
Plug It In and Go
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 us at pandadoc.com.
Contact Us to Learn More About PandaDoc Salesforce Integration
Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.