Jared Fuller

All your company’s sales documents integrated with Sugar!

Blog Post created by Jared Fuller on Sep 1, 2017

From sales proposals, case studies and contracts, PandaDoc allows your to create customizable documents directly from Sugar CRM!

PandaDoc comes with a pre-built library of hundreds of document templates that are ready to use inside of your SugarCRM account. You can easily customize these templates and add new ones to create a robust library of branded templates for your sales team.  PandaDoc’s electronic signatures are easy to use and legally binding. Your prospects will be able to view and sign your proposals from anywhere without having to install specialized software.

Populate documents with customer and product details, reducing errors and saving your sales team time.

Document analytics allow sales reps and managers to know when proposals are sent, viewed, and signed.

The drag & drop document builder makes it easy to create new documents inside Sugar. Reps can embed images, product sheets, and videos right inside their proposals. Who Uses PandaDoc in Sugar?

  • Sales Representatives
  • Sales Executives
  • Marketing Directors

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To learn more about our app, visit our listing on SugarExchangePandaDoc