Close
PandaDoc
Close and Pandadoc Integration
Seamlessly connect Close CRM with PandaDoc to streamline your sales and document workflows.
Seamlessly connect Close CRM with PandaDoc to streamline your sales and document workflows.
The Close and PandaDoc integration empowers sales teams to create, send, and track professional proposals and contracts directly from Close. Automate document generation using your CRM data, reduce manual entry, and accelerate deal closures with real-time status updates and e-signature capabilities—all within a unified platform.
By linking Close with PandaDoc, you can generate personalized proposals and contracts using your CRM data instantly, send documents for e-signature without leaving Close, and track document status in real-time—saving time and reducing errors throughout the sales cycle.
Yes, the integration allows you to auto-populate PandaDoc templates with contact and deal information from Close, ensuring your documents are accurate and tailored to each prospect without manual input.
Absolutely. Once a document is sent via PandaDoc, you can monitor its status—such as viewed, signed, or declined—directly within Close, keeping your sales pipeline updated in real time.
To set up the integration, you need active accounts on both Close and PandaDoc. Simply connect them via the integration settings in either platform, authenticate your accounts, and start syncing data and documents seamlessly.
Yes, you can configure automated workflows such as sending follow-up reminders for unsigned documents and triggering actions in Close based on PandaDoc document events, enhancing your sales efficiency.
