PandaDoc, a full-cycle sales content automation software, announces its integration with Salesforce to make sales proposal and quote generation faster, more personalised, and engaging than ever before.
For decades, gathering and sending information for sales quotes and proposals has been a burdensome and lengthy process for sales reps. These long document generation cycles leave a lag in the sales process that hurts the chances of closing deals. PandaDoc combines everything sales reps need in one place to build and deliver attractive content making the whole process extremely fast and efficient.
What makes PandaDoc’s sales content platform so transformative? It fits the needs of today’s seller-buyer relationship by:
- Generating higher quality sales content that grabs the attention and inspires action from busy buyers
- Providing a professional, sleek, certified, and safe eSignature experience
- Facilitating higher impact sales enablement by linking content generators - marketing, product, finance, legal - directly to the sales process
- Accessing powerful content analytics to track when, how long, and how many times documents are viewed - these insights help sales proactively identify and address topics that matter most to their customers
Since Salesforce drives efficient selling for millions of companies, PandaDoc wanted to make sure their users could connect their document templates with Salesforce CRM data to close deals faster. The integration gives users full document creation functionality within Salesforce, allowing document creation to start as soon as there’s an opportunity. PandaDoc’s software pulls relevant data from the opportunity, including general information, contacts, product, and pricing details, putting these into preset PandaDoc templates, speeding up the creation and delivery of content that speeds up sales.
“With business processes all finding their way to the cloud, it seems that sales documents are the last to make the leap. Dealing with Word and Excel results in long turnaround times that slow down our sales teams.”, said Mikita Mikado, Co-Founder and CEO of PandaDoc. “Your salespeople are spending more than half of their day doing mundane back-office work. We want to provide your team with all the building blocks that they need to speed up creation of sales collateral, and to ensure a consistent, seamless experience for the end clients.”
PandaDoc is the only platform that takes care of all the steps in the sales content life-cycle. With the other solutions on the market, sales teams need to use separate software for document generation, pricing configuration, document analytics, and electronic signing. Since PandaDoc includes everything, it takes just minutes to create and send documents.
PandaDoc’s API and SDK are already integrated with Yammer, Nutshell, Insightly, Pipedrive, Basecamp, Microsoft OneDrive, ProsperWorks, Harvest, Nimble, Pipeliner, Zoho CRM, OnePageCRM, Capsule, and Quote Roller. Integration with these top-of-the-line SMB apps solutions allow companies to continue using their regular CRM system while enabling them to select the documents they want to use, drag and drop content from other templates and send it out for signatures faster than ever.