PandaDoc for Zoho CRM

Automate your entire sales cycle within Zoho CRM, including document generation and eSignature collection.

Built for: CRM Developed by: PandaDoc
1.7k+ Installs
  ( 11 )

PandaDoc for Zoho helps you close deals faster. Quickly create stunning business documents - proposals, contracts, quotes, invoices, and more - and send them for electronic signature collection from your Zoho dashboard.
When a recipient approves a document, the deal status in Zoho automatically updates and a legally-binding PDF copy is created.

Key Features:

  • Native integration: Integrate with PandaDoc in a few clicks. Once you’re set-up, manage your documents (proposals, quotes, contracts, invoices, etc.) from the Zoho dashboard.
  • Electronic signatures + payment options: Add legally-binding electronic signature fields to documents for faster approval. Let recipients pay quotes or invoices in a few clicks with embedded payment options.
  • Document tracking: Know which documents are pending approval, which have been opened, and which have already been signed. Send timely reminders to ensure a high close rate.
  • Template library: Take advantage of a library of ready-to-go document templates and cut down on document creation time.

Tags

Deployment type Zoho platform
Published date Jul 6, 2016
Version 1.0
Category Sales
Pricing Free
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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