App Spotlight: PandaDoc for Zoho CRM 

App Spotlight: PandaDoc for Zoho CRM 

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PandaDoc for Zoho CRM

Create, send, track, and eSign sales documents with PandaDoc for Zoho CRM.

Get the app here

Business needs

  1. As your sales team grows, it becomes more difficult to manage all your sales tools and standardize efficient processes. 
  2. If you’re a member of a growing sales team, you know hitting the quota is nearly impossible without a high level of organization and insight into your sales cycle.  
  3. As a marketer, you work hard to support sales with on-brand content that will help the sales team close deals faster. 
  4. As a sales professional, you probably don't have the design experience or the time to create stunning, customized sales documents on time. 

Solution

  1. PandaDoc for Zoho CRM brings together several sales tools into one streamlined application.
  2. Dynamic dashboards and insightful document analytics give a birds-eye view into the status of your deals at any time. 
  3. Marketers and sales professionals alike can create beautifully designed documents in a snap with the help of stunning templates, embedded media, and custom branding to give every deal the opportunity to get noticed and close faster. 

Benefits 

  1. Save up to 12 hours per week when you integrate PandaDoc with Zoho CRM. Eliminate manual data entry errors.
  2. Reduce doc creation time by 65% with pre-built templates, content from marketing, and customer data from Zoho.
  3. Increase your close rate by as much as 28%. Learn more about your customers with real-time notifications the instant your recipient interacts, opens, views, or completes your sales document.
  4. Simplify your internal process to create, send, track and eSign documents quickly and securely.

 Get the app here






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