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Salesmate + PandaDoc integration: Manage sales proposals with ease

Salesmate + PandaDoc integration: Manage sales proposals with ease

3 Min read

To ensure that your business keeps thriving, we bring you a product update that will put ease to your work and help you speed up the sales process. With Salesmate and PandaDoc integration, you can seamlessly create proposals and exchange documents. 

Oh yes! Now you can manage your document, quotes, proposals, contracts, etc., right inside Salesmate CRM. 

So, no more juggling between two applications. With sales data and proposals in one place, focus on quick conversions. 

Don’t have a PandaDoc account yet?
Our team will connect you with the PandaDoc Success Team to help you set up your account. Just fill out our onboarding form here.

PandaDoc 

PandaDoc is a cloud-based software that helps businesses in creating proposals, quotes, contracts, and more. It allows users to choose from a variety of proposal templates to create compelling proposals in minutes. Now, close more deals by quickly sending documents and tracking them to understand your customers’ preferences. 

Salesmate CRM

Salesmate is a cloud-based customer relationship management (CRM) solution designed for sales teams of different sizes. It is a value-driven, intuitive software feature that helps you automate your sales process and save time. Sales teams can easily manage deals, get performance insights, create automated workflows, and do a lot more with this robust software. 

Integrate PandaDoc with Salesmate for increased productivity

Create proposals without any hassle  

Now, get rid of the manual, time-consuming paperwork. Speed the process of planning, creating, and managing proposals by bringing everything on one platform. 

eSign proposals and contracts

You no longer need to carry a large number of documents for signature purposes. Increase your productivity and exchange eSigned agreements, contracts, and proposals to get the task done quickly.

Save time with templates 

Don’t spend your crucial time preparing a layout where it’s not needed; templates are here to make your work easier than ever. Create proposals in minutes with pre-designed templates and eliminate the risk of errors. 

Track proposals and close deals faster 

Don’t let any sales opportunity fall through the cracks. Seize the opportunity when the deal is hot. Keep in close contact with your client and track your proposals and follow-up in real-time to close deals quickly.

Now, enhance your productivity and accelerate sales with this impeccable integration. 

Want to know how you can integrate PandaDoc with Salesmate? Check out the support article

Well, that’s it for now! We’ll be back again with more exciting product updates and improvements. Till then, keep selling! 

Not a Salesmate user yet? Give it a try for 15 days for free and see how it increases your performance.

Being an ardent reader and content editor, Jainy draws inspiration from every situation and story. She spends her time developing creative content to invoke the reader's interest. An ambivert with an interest in art, when she's not writing, you'll find her reading or occupied in a creative project.

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