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SugarCRM is the fastest growing CRM software package in the world. QuickBooks is the most popular accounting and ERP
software package in the world. It only makes sense to integrate the software so that companies can use both packages
together without missing out on features critical to streamlining operations and minimizing double work.

Sign Documents Online with the PandaDoc Integration for SugarCRM

PandaDoc enables users to create and deliver beautiful sales proposals and quotes inside Sugar

How PandaDoc Works with Sugar

PandaDoc is a solution that automates your contracts, proposals, quotes, and more inside Sugar. With access to templates and a library of manager approved content, your reps can build spot on documents in minutes. You can merge all your templates with the data you store inside Sugar, eliminating the mundane act of typing and re-typing tedious data.

Once a document has been sent, your reps can see how much time your client spent on each section, intelligently address objections, and close deals faster with built in electronic signatures

All-in-one solution

PanaDoc is an all-in-on solution built for your client facing documents. With PandaDoc integrated inside Sugar, you can close more deals, and close them faster than ever before. Features include:

  • Merge contract templates with Sugar data automating internal approvals and signing.
  • Add videos, eSignatures and payment forms to your sales proposals.
  • Configure error-free pricing quotes that can be tracked by views and opens.
  • Close deals faster with secure eSignatures.

Real Results

Over 5000+ companies trust PandaDoc with their documents. Companies using PanaDoc have experienced:

  • Increased average contract value by 15%
  • Cut document creation time by 50%
  • Simplified document process while increasing close rates by 30%
  • Built easy to edit templates for the entire organization
  • Eliminated document errors and increased accuracy
  • Increased insight into the sales process

To Learn More About PandaDoc

Contact Us