Manage Customer Documents inside CRM Creatio

PandaDoc is a great document management solution that allows creating of quote lists, proposals, contracts, and other documents based on beautiful pre-defined templates in just a few clicks. PandaDoc integration module for Creatio opens an opportunity for accurate document management in less time and effective tracking of changes in files’ statuses — all from within the CRM Creatio.

Create

Create any customer-specific documents right within the Creatio platform

Send

Send documents for approval and review to your clients and team members

eSign

Close sales faster with unlimited eSignatures included in every subscription

Track

Track status and manage documents related to a specific entity in CRM

GET THE SOLUTION

Why your team will love it

Excellent Business Results with Less Efforts

Faster Closed Deals

Electronic document workflow
Unlimited eSignatures availability
Real-time document status tracking
All client-relevant documents in one place

Reduced Routine Paperwork

Documents creation within CRM
Drag and drop document builder
Professional-looking templates
Customer-specific documents creation

Guaranteed Accuracy and Compliance

Automatic CRM data population
Automatic error-free price quoting
Documents and data access control
Prioritized data security

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take a glance

Endless Opportunities at Your Fingertips

The fields in PandaDoc documents are automatically filled with the customer-specific information derived from the CRM.

Drag and drop content blocks to effortlessly create customer-specific proposals, contracts, and other documents.

The relevant information about contracts, products, and pricing contained in the CRM is automatically populated in the created by you documents.

Send the documents for approval and eSignature. All document analytics, including opens, views, and time spent on each section, will be available within Creatio.

Find all the documents related to a particular Opportunity, Lead, or Account simply by opening the corresponding module in the CRM.

Easily create professional-looking and stylish documents with the PandaDoc default and custom designed templates.

Ensure your document is signed by the correct contact: set up matching roles, and the system will automatically pull the decision maker’s information into PandaDoc.