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PandaDoc Integrates with SugarCRM
SugarCRM users can now create, send, and track documents right within their CRM systems.
Posted Jun 23, 2016
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PandaDoc, a provider of document automation, now integrates with SugarCRM, enabling SugarCRM users to build quotes, proposals, contracts, and other collateral without leaving the CRM platform. Once created, documents can be delivered electronically to obtain an electronic signatures, track opens, and process payments.

With the integration, users can merge their CRM data with reusable document templates. Thanks to PandaDoc's analytics, SugarCRM users can track opens and views of any quote, proposal, or contract. Additionally, the integration displays a list of related documents within a CRM record.

"We are excited to welcome PandaDoc into the SugarCRM ecosystem," said Mark Weitzel, senior director of worldwide technology alliances at SugarCRM, in a statement. "The integration of their document automation solution extends the value of Sugar and will be a key part in helping our customers transform their businesses and close deals faster."

PandaDoc brings document generation, configure price quote (CPQ), and eSignatures, all seamlessly to more than 15 CRM systems, including Oracle, Insightly, Salesforce.com, Zendesk, Pipedrive, and PipelinerCRM and 5,000 clients.

"We could not be more excited about our integration with SugarCRM. We believe it will compliment SugarCRM by allowing users to efficiently deliver quotes, proposals, and contracts. We look forward to executing a long-term business relationship," Mikita Mikado, CEO of PandaDoc, said in a statement.


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