Drafting proposals is a crucial and often time-consuming element in the sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology.. Traditionally, this task demands stepping away from your CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. Relationship Management (CRM) system. However, the introduction of the PandaDoc integration with Pipeline transforms this dynamic, offering a more streamlined approach.

By incorporating PandaDoc into PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process., you remain within the familiar confines of your CRM application, thereby saving valuable time. The activation of this integration is remarkably straightforward, involving just a simple click. Once activated, users can immediately begin to experience the numerous advantages. This integration not only simplifies the proposal creation process but also significantly enhances overall efficiency by integrating it directly into your CRM workflow. This integration means less time spent switching between systems and more time focused on productive sales activities.

PandaDoc’s integration with Pipeliner simplifies the proposal creation process. You can quickly import 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. from Pipeliner CRM into any PandaDoc document, including directly transferring 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. details into PandaDoc quotes from Pipeliner Opportunities. This feature reduces manual data entry and enhances accuracy.

Additionally, the integration allows for flexible storage options. You can save your documents in the most relevant Pipeliner CRM entity, whether it be an 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., Contact, LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., or Opportunity. This ensures easy access and effective organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). for any future use or reference.

The enhanced functionality of this integration also extends to the electronic signing of documents and proposals. Both you and your customers can conveniently eSign documents within the system. Once signed, these documents are automatically logged and stored in Pipeliner CRM. This feature ensures that all relevant documents associated with a customer or prospect are neatly organized and stored alongside other essential customer information. It streamlines document management and provides easy access to all necessary documents in one centralized location.

Furthermore, this robust native integration between PandaDoc and Pipeliner CRM empowers business professionals with seamless data synchronization capabilities. It enables the effortless transfer of data between the two platforms, significantly improving workflow efficiency. This integration ensures that the information across both systems is consistently updated and aligned, allowing for a more streamlined and effective business process, enhancing both userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. experience and customer management.

Pipeliner and PandaDoc Together Bringing You Increased Efficiency!

Now your proposal and document workflows can be streamlined and optimized to save you time, serve your customer better and increase your efficiency.