Tired of copying and pasting dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. between your CRM and your proposal software? The native, seamless integration between Pipeliner CRM and PandaDoc eliminates manual work, automates document creation, and centralizes your entire proposal workflow. Spend less time preparing documents and more time selling.

Key Selling Points & UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Advantages

Instant, Accurate Document Generation

  • Zero Data Entry: Automatically populate PandaDoc templates with up-to-the-minute data from your Pipeliner CRM Accounts, Contacts, Opportunities, and Leads. This is powered by smart data tokens that map directly to your Pipeliner CRM fields.
  • Always On-Brand: Generate consistent, professional proposals, quotes, and contracts using your pre-approved PandaDoc templates, ensuring brand compliance across your entire sales team.
  • Automatic ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. Catalog Insertion: Using Pipeliner CRM’s Product Catalog? Effortlessly embed the Pricing Table directly into your proposal, pulling in all configured products and line items for total accuracy.

Unified, Streamlined Workflow

  • Create and Send Inside Pipeliner CRM: Access the PandaDoc panel directly from the Documents tab of your Pipeliner CRM records (Opportunities, Accounts, and Contacts). Create, review drafts, and send documents without ever leaving Pipeliner CRM.
  • Automated Contact Sync: The integration intelligently adds your Opportunity’s primary contact to PandaDoc, ensuring the right person is ready to sign with a single click.
  • Draft and Edit Flexibility: Need to update a field in Pipeliner CRM? Close your draft and return to it later. The document is saved right in your Pipeliner CRM record, ready for you to continue editing in PandaDoc.

Actionable AnalyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance). and Follow-Up

  • Real-Time Proposal Tracking: Once your document is sent, gain instant access to PandaDoc Document Analytics directly within Pipeliner CRM. Know when your recipient opened the document, how many times they viewed it, and which sections they focused on.
  • Seamless Follow-Up Management: Use the insights from the analytics to trigger immediate action. Easily create Pipeliner CRM Tasks and attach the proposal PDF for a targeted, timely follow-up, ensuring no opportunity falls through the cracks.
  • Centralized Record-Keeping: Download the signed document as a PDF and attach it directly to the Pipeliner CRM record’s Documents tab for a complete, audit-ready record of the history.

System Requirements (Get Started Now)

To activate the PandaDoc Integration and unlock this level of sales efficiency, you will need:

  • A Pipeliner CRM subscription.
  • A PandaDoc Business or EnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment. plan.
  • An active PandaDoc login for each user.

Ready to transform your proposal process?

Contact your Pipeliner CRM representative today to activate the integration in your Automation Hub!

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Frequently Asked Questions (FAQ)

The primary benefit is accelerated sales cycles and guaranteed data accuracy. The native integration eliminates manual data entry—which is prone to errors and wastes time—by automatically pulling real-time data from your Pipeliner Opportunity, AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., and Contact records directly into your PandaDoc templates. This means you can create and send flawless, professional proposals in seconds, all without leaving your CRM.

Tokens (also called variables) are placeholders you insert into your PandaDoc templates. They represent specific fields from your Pipeliner CRM records (e.g., [Opportunity.Value], [PrimaryContact.Email]). When you click “Create Document” from an Opportunity in Pipeliner, the integration instantly merges the current, accurate value from that Pipeliner field into the corresponding token in the document.

Yes, absolutely. A key feature is the ability to automatically embed your Pricing Table from a Pipeliner Opportunity directly into your PandaDoc templateTemplate Template is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier.. This pulls in all configured Products & Services line items, ensuring your quotes and proposals are always accurate and consistent with your Pipeliner Product Catalog.

The integration provides real-time Document Analytics directly within the Pipeliner record. Once sent, you can track statuses like Opened, Viewed, and Signed. This provides your sales team with the critical intelligence needed to time follow-up activities precisely and manage the deal pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. more effectively.

To unlock this seamless document workflow, you must have:

  1. An active Pipeliner Cloud subscription.
  2. A PandaDoc Business or Enterprise plan.
  3. An active PandaDoc login for each user who needs to create and send documents.

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