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PandaDoc

Create, send, and track documents - directly within Zendesk.

(23)
Preview image of app
Preview image of app
Preview image of app

Integrating PandaDoc within Zendesk Sell simplifies the process of creating professional documents. Directly within Zendesk Sell, create proposals, quotes, contracts and invoices from leads, companies, people or deals - plus, collect legally binding electronic signatures. You’ll also be able to send and track documents in real-time. Your CRM data saved within Zendesk Sell will automatically populate within new documents.

  • Consolidated documents - build proposals, quotes and contracts directly from tokens in Zendesk Sell - including leads, companies, people and deals. Benefit from having all documents and opportunity-related conversations stored in one place.

  • Auto-populated fields - enhance workflow automation by easily auto-populating documents with key data from Zendesk Sell, including contacts, products and terms.

  • Brand consistency - access, customize and send content directly within Zendesk Sell. The PandaDoc content library houses all of your sales and marketing collateral, ensuring anytime access to on-brand content - right at your fingertips.

  • Streamlined payments - add payment options to documents so that clients can accept your proposals, quotes or invoices and pay straight away.

  • Seamless collaboration - drive real-time collaboration with the ability to co-author, comment and review documents alongside co-workers, partners and clients - without leaving Zendesk Sell.

Check out the case study to learn more about their success story using the PandaDoc + Zendesk Sell integration.

Looking for a step-by-step guide that showcases all features of the PandaDoc + Zendesk Sell integration? Visit this helpful Zendesk Sell article for more details.

Teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 20,000 customers use PandaDoc to generate proposals, quotes, and contracts using customizable templates with on-brand styles, themes and rich media like videos and images.

App details

Works with
sell
Sales CRM
Author
PandaDoc Inc.
Version
3.6
Price (USD)
Free

Apps install directly into your account

What people are saying

4.0

(23)

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