Wow your clients with beautiful online proposals & online contract signing!
Whether you’re looking for online sales proposals, electronic signing, price quotes, offer letters, NDAs, auto-generated contracts, forms…PandaDoc can help you impress your customers and enable you to process documents faster, easier and more securely. And it works fantastically with Zoho CRM.
PandaDoc is the ultimate all-in-one solution for building and sharing beautiful online documents. You’ll be able to create highly visual custom proposals with images and videos as well as your own branding, using simple templates and a library of pre-saved content. Once created, access your documents online or through the application. And then enable your customers to sign documents within a matter of minutes online using eSignatures.
Never copy and paste tedious client details again, using smart templates to quickly build new documents, send them to your customers and then easily track opens and views.
Our team of experts can build you highly visual PandaDoc templates customised to your needs, get you started with PandaDoc eSignature technology and show you how to optimise and automate your document workflow. Call us now on +44 (0)1484 307 066 to learn more.
How does it work?
PandaDoc bridges the gap between online document storage and CRM databases, pulling everything together seamlessly. Whether you use Zoho CRM, Dropbox, Google Drive, all three or other cloud platforms entirely – PandaDoc can enable you to automate your document workflow, save time and increase revenue.
Create, send and track quotes, proposals and contracts from within Zoho CRM.
If you have read any of our blog posts you will know we’re super keen on CRM (Customer Relationship Management) platforms here at Creative Analysis, and in particular Zoho CRM. PandaDoc provides everything you need to build sales collateral directly within Zoho – effortlessly pre-populating potential data with all of your custom fields, contact information, products and pricing details into your documents. No more copying and pasting. You’ll be able to create, send and track quotes, proposals and contracts right from within Zoho CRM.