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Manage Customer Documents inside CRM Creatio
PandaDoc is a great document management solution that allows creating of quote lists, proposals, contracts, and other documents based on beautiful pre-defined templates in just a few clicks. PandaDoc integration module for Creatio opens an opportunity for accurate document management in less time and effective tracking of changes in files’ statuses — all from within the CRM Creatio.
Create
Create any customer-specific documents right within the Creatio platform
Send
Send documents for approval and review to your clients and team members
eSign
Close sales faster with unlimited eSignatures included in every subscription
Track
Track status and manage documents related to a specific entity in CRM
Why your team will love it
Excellent Business Results with Less Efforts
Faster Closed Deals
- Electronic document workflow
- Unlimited eSignatures availability
- Real-time document status tracking
- All client-relevant documents in one place
Reduced Routine Paperwork
- Documents creation within CRM
- Drag and drop document builder
- Professional-looking templates
- Customer-specific documents creation
Guaranteed Accuracy and Compliance
- Automatic CRM data population
- Automatic error-free price quoting
- Documents and data access control
- Prioritized data security
take a glance
Endless Opportunities at Your Fingertips
Easily create professional-looking and stylish documents with the PandaDoc default and custom designed templates.
Ensure your document is signed by the correct contact: set up matching roles, and the system will automatically pull the decision maker’s information into PandaDoc.
The fields in PandaDoc documents are automatically filled with the customer-specific information derived from the CRM.
Drag and drop content blocks to effortlessly create customer-specific proposals, contracts, and other documents.
The relevant information about contracts, products, and pricing contained in the CRM is automatically populated in the created by you documents.
Send the documents for approval and eSignature. All document analytics, including opens, views, and time spent on each section, will be available within Creatio.
Find all the documents related to a particular Opportunity, Lead, or Account simply by opening the corresponding module in the CRM.
three steps to improved efficiency
Uncover the best practices of
customer relationship management
with Creatio platform
Automate the whole document
workflow and be ready to boost your
sales with PandaDoc
1
Contact Velvetech
to get the installation package
to get the installation package
2
Upload the package
in Creatio System Designer
in Creatio System Designer
3
Authorize PandaDoc
in Creatio
in Creatio
Take advantage of the united set of PandaDoc and Creatio functionalities.
get your connector
An Affordable Solution for Any Business
* The price does not include PandaDoc license fee.
Get the Solution
Submit Your Request Today!
If you are ready to implement the solution or still have any questions, simply fill out the form below and we will get in touch with you shortly.
