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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
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.
After installing, nothing was according to the after installation process to create documents. No documents mit Fresh Data could be created.
Chris Graham
9 months ago
A awesome integration
Cameron Wyatt
11 months ago
This was a fantastic app, until it broke. It's been down for a couple weeks and has completely disrupted our workflow and cost us alot of wasted time, effort and lost deals.
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!
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
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Version History
2.0 (December 2023)
No release notes found
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