Salesforce

Integrate Salesforce and PandaDoc for a document automation solution like no other! Our team are knowledgeable in Salesforce and PandaDoc Certified to integrate these two platforms.
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Win more deals today by Integrating Salesforce & PandaDoc.

Salesforce is the most popular CRM in the world, and for good reason – it makes selling simple! 

Upgrading Salesforce with PandaDoc helps your team simplify the sales document process for your customers. Your team will send out more streamlined, error free proposals, invoices and more!

As a Salesforce Community Partner, Pure Proposals are ready to assist you in integrating PandaDoc and Salesforce. 

We are certified PandaDoc consultants with knowledge in Salesforce and can help you get the most out of both platforms. 

Get in touch and transform your proposal process today!

 

Salesforce Frequently Asked Questions

Here are some common FAQs on getting Salesforce integrated with PandaDoc.

What is Salesforce?

Salesforce is a complete CRM platform with the ability to configure it to fit basically any business use case!

Arguably the most popular CRM available, Salesforce integrates with most popular platforms and in doing so provides a robust business and relationship management solution for running a business. 

Why integrate Salesforce with PandaDoc?

By integrating Salesforce and PandaDoc you’re accessing a massive time-saving in document generation.

Building out documents is soo simple once integrated and you can pre-fill all fields in Salesforce into your proposals on the fly!

What type of data can I pull across from Hubspot to PandaDoc?

Basically everything! Create a workflow that works for your business by integrating Salesforce and PandaDoc. 

 

You can refill company, opportunity, contact, and other records directly into PandaDoc proposals and documents before sending to the client. 

How much is a Salesforce + PandaDoc Project usually?

All our projects are currently fixed price and start at $1000USD.

Get in touch today to find out how PandaDoc can help you save time and money.

Can you help me improve my sales process in Salesforce?

Yes, we have plenty of experience in improving sales processes for clients in various industries.

Please get in touch to find out more.

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