PandaDoc Quoting Solutions
Streamline proposals, quotes, and contracts with all-in-one PandaDoc software — integrated seamlessly with your CRM.
PandaDoc helps sales teams cut down on manual work by making the quoting process fast, professional, and trackable. From simple proposals to complex contracts, everything is managed in one place.
Key Features:
Branded, professional quotes in minutes
Real-time notifications when prospects open or sign documents
E-signatures built in — no third-party tools needed
Extract CRM information directly into your documents
Analytics that show buyer intent and engagement
Automations to move deals along in your pipeline once signed
Integrate PandaDoc With Your CRM
PandaDoc connects seamlessly with HubSpot and other CRMs like Salesforce, Zoho, and Pipedrive. This means your sales team can pull live customer data straight into documents, automate workflows, and keep every stage of the sales cycle in sync.
Integration Benefits:
- Generate proposals automatically when deals hit key pipeline stages
- Sync signed contracts directly back to your CRM
- Eliminate duplicate data entry across sales systems
- Build a single source of truth across CRM + documents
At Zippily, we specialise in making sure PandaDoc fits seamlessly into your sales process. As a trusted partner, we go beyond just “plugging it in” — we help design, customise, and train your team so they see real results fast.
How Zippily Can Help
Keen to how much time PandaDoc can save you?
Whether you’re on HubSpot or another CRM, PandaDoc + Zippily gives your sales team the tools they need to win more business - Faster.