Create sales documents with pre-filled CRM data, and send them out to be eSigned from Freshsales.
Accelerate your deals by connecting sales documents to your deals with the PandaDoc & Freshsales integration. Whenever your clients are ready for a quote or proposal, our integration makes it easy to create the doc right from inside Freshsales in just a few clicks. No more double entry, no more human errors.
- Data stored in Freshsales 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.
- 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: all documents are listed under the related deals with quick links for quick access.
1. In Freshsales, 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!