PandaDoc
Close
Pandadoc and Close Integration
Seamlessly connect PandaDoc with Close to streamline your sales workflow and accelerate deal closures.
Seamlessly connect PandaDoc with Close to streamline your sales workflow and accelerate deal closures.
The PandaDoc and Close integration empowers sales teams to create, send, and track professional documents directly within Close CRM. Automate contract generation, monitor document status in real-time, and keep all your sales data synchronized to close deals faster and more efficiently.
By integrating PandaDoc with Close, you can generate and send proposals, quotes, and contracts without leaving your CRM. This reduces manual work, speeds up document turnaround, and provides real-time tracking to keep your sales pipeline moving smoothly.
Yes, you can use your existing PandaDoc templates or create new ones tailored to your sales needs. These templates can be accessed and sent directly from Close, ensuring consistency and professionalism in every document.
Absolutely. Document statuses such as viewed, signed, or declined are automatically updated in Close, giving you full visibility into the progress of each deal without manual tracking.
Yes, you can set up automation rules so that documents are generated and sent automatically when specific actions or deal stages occur in Close, saving time and reducing errors.
Both PandaDoc and Close prioritize security with encrypted data transmission, secure storage, and compliance with industry standards to ensure your sensitive sales documents and customer information are protected.
