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Pipeliner CRM Integrates With PandaDoc for Contract Management

Pipeline Management and Document Analytics Combined to Boost Sales Win Rate


Los Angeles, CA. – September 23, 2014– Pipeliner CRM announced today integration with PandaDoc contract management software. Pipeliner CRM continues to integrate with leading providers, enabling users to build custom workflows for more productive processes. This integration furthers the Pipeliner CRM objectives of empowering sales teams globally with tools to help businesses leverage the entrepreneurial traits of salespeople.

With PandaDoc, Pipeliner CRM customers not only have the ability to offer paperless eSignature proposals, but a solution that enables them to track their sales proposals for a competitive advantage. PandaDoc offers document analytics for sales that track, negotiate and eSign contracts all in one place increasing their proposal win rate.

According to Adam Metz, VP of Business Development at PandaDoc,“Most companies have a proposal win rate of only 30% and with the addition of document analytics that percentage can be increased substantially.”

Document analytics can tell 4 things (that signature analytics won’t):

  1. How long each viewer looked at each page of the sales proposal or quote.
  2. Which members of sales prospect’s team are not looking at the document.
  3. Which members of sales own company are not looking at documents sent
  4. Who’s looking — but not signing — and why.

“We see the PandaDoc integration as another step in our strategy enabling customers to use the innovative Pipeliner platform with their incumbent systems -- designed for maximum efficiency. This blend of processes allows sales to be more efficient,” said Todd Martin, VP of Global ISV & Partner Alliances at Pipeliner CRM. “We’re thrilled to partner with PandaDoc on this integration as we see an enormous benefit to sales teams augmenting both PandaDoc and Pipeliner CRM’s innovative technologies to move deals through their pipelines.”

“Together, Pipeliner CRM and PandaDoc form the complete suite that every sales rep needs to close deals faster than ever before. We're thrilled to be working with a company that shares our vision for a simpler sales process for teams everywhere.” stated, Mikita Mikado, CEO of PandaDoc.

The advantage to using PandaDoc and Pipeliner CRM together is in having both platforms highly aligned for maximum efficiency in the sales process. Pipeliner CRM brings comprehensive sales process to teams of all sizes, encompassing Lead Management, Sales Forecasting, Social Selling and visual representations of the entire deal flow. PandaDoc provides document analytics and eSignature to move the prospect to the close of the sales process.

For more information on Pipeliner CRM software or to download a 14-day free trial, please visit: For more information on PandaDoc go to

About Pipelinersales Inc.

Pipeliner CRM is a software system that enables salespeople and teams to understand their sales process and accelerate opportunities toward a close, while saving time and maintaining focus. Pipeliner CRM overlays organizational features atop a visual interface, creating a worktool that adapts to and grows with the organization.

Easily implemented, Pipeliner is non-disruptive and readily adopted by salespeople who find that using the system helps them sell better and faster, and by sales managers who benefit from an accurate, predictable, and low-risk pipeline.

Headquartered in Los Angeles, California and Vienna, Austria, Pipeliner CRM has offices in the UK, Sweden, Slovakia, and India. Engage with us on Facebook, LinkedIn, and @PipelinerCRM or visit us at

About PandaDoc

PandaDoc is an app that lets you build, track, and sign your docs all in one place. Automate your workflow, discover what sells with built-in analytics, and get legally binding signatures in minutes.

PandaDoc helps you simplify and speed up your paperwork process. From blank template to signed agreement, we make it easy for you and your team generate beautiful docs when you need them and get them signed faster from wherever you are. Our built-in analytics show you what happens after you hit send, so you can anticipate your clients’ needs, respond more quickly, and boost your win rates. Over time, these insights can even help you see what’s working best and sell smarter.