Sales POP - Purveyors of Propserity
Save Time & Create Proposals Directly
Blog / For Sales Pros / Jan 24, 2019 / Posted by John Golden / 786 

Save Time & Create Proposals Directly


Create, Save & Track Your Pandadoc Proposals From Inside Pipeliner CRM

Creating proposals is an integral part of sales and usually, a laborious task that requires working outside your CRM. Now with the new Pandoc integration for Pipeline, you can save time and continue working right there in the CRM application.

Activating the Pandadoc integration is a simple as clicking a button and then you can immediately start realizing all the time saving and efficiency benefits of having proposals as part of your CRM workflow.

Now when you want to create a proposal you can immediately pull information directly from Pipeliner and populate the proposal or any other Pandadoc document you are using. Plus you can save the proposal or document to whatever Pipeliner entity you choose (Account, Contact, Lead, Opportunity) so it is easily accessible when you need to refer to it.

Now when someone clicks on and opens your Pandadoc proposal or document you will be notified and you can see whatever comments are changes have been made to the document will be logged in Pipeliner.

Plus you and your customers can eSign the documents or proposals and again it is all logged and saved in Pipeliner CRM – this means you always have the relevant documents related to a customer or prospect stored alongside all the other relevant customer information.

    About Author

    John is the Amazon bestselling author of Winning the Battle for Sales: Lessons on Closing Every Deal from the World's Greatest Military Victories and Social Upheaval: How to Win at Social Selling. A globally acknowledged Sales & Marketing thought leader, speaker, and strategist. He is CSMO at Pipeliner CRM. In his spare time, John is an avid Martial Artist.

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