Accelerate your deals by connecting sales documents to your deals with the PandaDoc & Freshsales Classic integration. Whenever your clients are ready for a quote or proposal, our integration makes it easy to create the doc right from inside Freshsales Classic in just a few clicks. No more double entry, no more human errors.
- Data stored in Freshsales Classic will automatically populate your chosen document template, further cutting time from the creation process.
- Collaborate with sales team members and other departments working on proposals and contracts.
- Get your contracts and agreements signed with legally-binding PandaDoc eSignatures. Send sales documents for internal approvals and request eSignatures without leaving Freshsales Classic.
- Create personalized proposals, quotes, and contracts in minutes with PandaDoc helping you to merge deal and contact info right into the document.
- Ready to share/send your proposal, quote, or a contract? Stop the manual routine: PandaDoc will add recipients as per their roles and assign them as signers so you don’t have to.
- Get easy access to all the deal-related documents without leaving Freshsales Classic: all documents are listed under the related deals with quick links for quick access.
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1. In Freshsales Classic, go to Settings, scroll down to Integrations, click on Apps.
2. Find PandaDoc and enable the app.
3. Open a deal, scroll down to Integrations and and check out the newly added PandaDoc module. That’s it!