Create, send and track any document without leaving Pipedrive CRM with Panda Doc
There is no doubt that Pipedrive CRM is amazing on its own. As one of the world’s top-rated CRM software, it is no surprise that millions of small and medium sized businesses rely on Pipedrive to manage their client data with its account-management tools and its unparalleled ability to assist with not only the entire sales process, but marketing, as well.
However, if you really want to make the most of all of Pipedrive’s fantastic capabilities and features to accelerate your sales and ramp-up your revenue, look no further than integration. Pipedrive’s ability to deeply integrate with a multitude of platforms is really what puts it ahead of the pack, when it comes to CRM software.
PandaDoc is the latest superstar integration that really allows you to leverage your Pipeline CRM like never before. PandaDoc is one of the most popular document automation softwares in the world. Now, with one single, simple and elegant integration, you can now extend Pipedrive CRM’s capabilities with PandaDoc’s powerful document generation and e-signing capabilities for end-to-end workflow management.
Here are some of the key benefits of Pipedrive’s PandaDoc integration. With this incredible functionality, you can:
Build Proposals Right in Pipedrive CRM
With PandaDoc, you can create, design and send beautifully designed and custom branded documents associated with your Pipedrive deal, a contact, or organisation. The robust template and content library – featuring a vast collection of over 750 document templates at your disposal – make it ridiculously easy to generate and customise new documents in a matter of minutes. You don’t have to waste your precious time building these documents from scratch. Save time by using one of PandaDoc’s templates and customise it exactly as you please with the magic of drag and drop functionality. You can also save your favorite templates so that you can use them time and time again. The result: not only will you save time, but you will be able to present fully branded, incredible-looking documents with an elegant and consistent look and feel to your clients.
Knowing how important aesthetics is in marketing, PandaDoc has the ability to incorporate multimedia into your templates and documents, including video and film. Video can make a huge difference in marketing and selling your product – and PandaDoc can help you integrate video point of difference into your documents easily and seamlessly.
Easily Collect ESignatures
CRM and document management is a match made in heaven. With PandaDoc, your clients can now easily accept your proposals and eSign contracts immediately on any device or even in person. The PandaDoc integration allows you to send and receive signatures right from your Pipedrive CRM – meaning, you don’t have to switch to another platform. When your clients are ready to buy, or when you are ready to close a deal, with a click of a button, you can send them personalized documents for them to sign immediately. These eSignatures are legally binding and SOC compliant for your security. Now, you can move your deals faster than ever.
Automatically Complete a Quote
PandaDoc’s deep integration with Pipedrive CRM allows you to use your Pipedrive data to autofill interactive quotes with accurate product and pricing data right into your Panda Doc documents. You no longer have to manually enter any information – PandaDoc does it for you, and you can be sure that your documents will always be free of errors. You could even take it to the next level with the Stripe integration, which will allow you to instantly collect a credit card or ACH payment after the quote is completed. Your pipeline will work harder so that you don’t have to, and you can focus on what needs to be done, which is selling.
Easily Transfer Deal Details
No more manually filling in text fields – PandaDoc can do it all for you. PandaDoc will help you save your valuable time while reducing errors by automatically populating your documents with contact, opportunity, pricing, and product data into your documents for you. You can import the exact data that you need from Pipedrive CRM with a click of a button by linking your documents to your client databases. No more wasting time tediously inputting data into fields. You can be sure that when Pipedrive and Panda Doc autopopulate and input your data into your documents for you, your documents will always be up to date and free of errors.
Keep Tabs on Your Document Status
No more wondering which stage your documents are at, or having to waste time and energy checking different platforms to find updates on all your documents. Now, with PandaDoc, you can follow each one of your document’s statuses right in your Pipedrive CRM. That’s not all – you can go even further with sophisticated document analytics that tell you who and when someone – or any of your clients – opened, viewed, commented, signed and completed the document. Ensure that you are always moving forward, and speeding up your approvals and sign-offs with the ability to send timely auto-reminders and expiration warnings for your documents, to your clients. Best of all, you can use these analytics to identify where the inefficiencies are in your pipeline, giving you the ability to improve your internal process.
Get started now, no coding required
It’s as easy as downloading the PandaDoc browser add-on for Pipedrive CRM and add the document templates that you need to start. With installation that literally only requires one click, it takes just a few minutes to set up the PandaDoc integration and doesn’t require any fancy tech support, tech know-how or coding on your part. In a matter of minutes, you will have everything that you need at your fingertips, ready to go.
Benefits of PandaDoc:
Key Benefits of PandaDoc Integration with Pipedrive CRM:
Conclusion
Using Pipedrive CRM for your business is already spectacular on its own. But combining Pipedrive CRM with PandaDoc will take you to the next level. Unlocking the full features of Pipedrive and PandaDoc has the potential to accelerate your sales process and ramp-up your business development efforts like never before.
If you’re interested in giving PandaDoc a test drive, consider trying before you buy with a 30-day trial. You will get a taste of all the fantastic features available to you with no commitment.
The beauty of PandaDoc is that it is simple to use and requires no coding. However, if you still feel that your business needs professional consulting, and you want to speak to a Pipedrive expert - look no further. Motii will prove to be a useful business resource to help your business succeed.
Why Motii? Our team of expert consultants are passionate about diving deeply into your business and developing customised solutions for you. We then provide specialized training and support to ensure company-wide adoption and project success.
Motii is a Pipedrive Elite partner in the Asia-Pacific (APAC) region. We offer CRM, project management, marketing automation, and telephone setup and training. Contact us today to begin transforming your consulting firm with industry experts.
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The ability to stay organised, keep clients and referrers informed, and hit key deadlines is crucial to growing any finance business. Without a streamlined system in place, missed opportunities, wasted time on repetitive tasks, and inconsistent communication can lead to lost revenue.
Integrating Pipedrive with your other business tools is one of the easiest ways to boost your productivity, improve data accuracy, and streamline your processes. Whether you’re just getting started or need help with a custom solution, Motii is here to guide you through the process.
