Salesmate integration with PandaDoc

If you are a Salesmate user, you’ll be aware of the wide array of benefits the CRM offers. How about doubling it by integrating PandaDoc with Salesmate?

Submit our form to get a personalized onboarding experience.

Our team will connect you with the PandaDoc Success Team to help you set up your account.

Eliminate the tedious task of going back and forth between two apps and simplify the process of proposal creation and management. Get updates in Salesmate when a prospect takes any action on your PandaDoc proposal.

Modify your proposals as per the negotiations and get them signed quicker. Send timely reminders directly from Salesmate to improve your closure rate

Keep an eye on all your proposals from one system. Track every action of your prospects. Know when your prospect has clicked on the proposal, made changes, or signed the document.

Know how your prospect interacts with your proposals or documents and follow-up directly from Salesmate. You can even automate your follow-up tasks and your post signature workflows inside Salesmate which will add more time to your day.

Avoid creating proposals from scratch every time; you can save time by using the Pandadoc templates. Streamline your proposal process and make your company look buttoned up to your prospects & clients.

Your sales team will love how easy it is to send proposals. Your reps will spend more time on important tasks like finding new business.

Please check out our setup instructions on how to connect Salesmate & Pandoc.