Salesforce integration helps PandaDoc deliver better sales content
Producing documents has in the past been the slowest part of the sales process. Collecting information and putting it into quotes and proposals can take up a lot of sales staff time that could be better used in other tasks.
California-based PandaDoc is announcing its software's integration with Salesforce to make sales proposal and quote generation faster and more personalized.
PandaDoc combines everything sales reps need in one place to build and deliver attractive content making the whole process fast and efficient. It allows users to connect their document templates with Salesforce CRM data to close deals faster. The integration gives full document creation functionality within Salesforce, allowing the document creation process to start at the earliest opportunity. PandaDoc's software pulls relevant data from the sales lead, including general information, contacts, product, and pricing details, putting these into preset PandaDoc templates.
"With business processes all finding their way to the cloud, it seems that sales documents are the last to make the leap. Dealing with Word and Excel results in long turnaround times that slow down our sales teams," says Mikita Mikado, Co-Founder and CEO of PandaDoc. "Your salespeople are spending more than half of their day doing mundane back-office work. We want to provide your team with all the building blocks that they need to speed up creation of sales collateral, and to ensure a consistent, seamless experience for the end clients".
Other solutions on the market often require sales teams to use separate software for document generation, pricing configuration, document analytics, and electronic signing. Since PandaDoc includes everything it cuts the time taken to create and send documents to just minutes.
For more information on PandaDoc and to sign up for a 14-day free trial you can visit the company's website.
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