Best CRM for PandaDoc

Create accurate, stunning proposals inside BriteBiz CRM with PandaDoc. PandaDoc makes it easy to create digital documents like contracts and proposals inside BriteBiz CRM thanks to automatic data transfer, an intuitive document builder, and custom document templates.

 

eSignatures

PandaDoc eSignatures shorten sales cycles by eliminating the frustrations associated with the traditional document signing process.

Insight on Document Performance

PandaDoc gives  you insight into how your sales templates and content are impacting performance and engagement analytics detail when and how prospects interact with the documents you send them.

Use Product & Price Data from Inside BriteBiz

Product data automatically populates your quotes and proposals, and you can build interactive pricing tables that include discounts, optional items, editable quantities, and taxes in seconds.

Forecasting Accuracy

Increase forecasting accuracy by knowing exactly where every quote and contract in your sales team’s pipeline is at all times.

Improve Overall Sales Performance with BriteBiz CRM & PandaDoc

PandaDoc has been proven to vastly improve sales performance when implemented inside an existing CRM.

Sarah Heath

Managing Director

Outlier Designs 

Sr. Account Manager

“BriteBiz & PandaDoc-CRM integration has increased our conversion rate by 63%

 

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FULL TWO-WAY LIVE INTEGRATION

We are not ones to boast, but sometimes you have to lay it on the table. BriteBiz has the best integration with PandaDoc on the market.

WHAT IS PANDADOC?

PandaDoc is easy to use online digital document tool that allows you to send proposals, contracts, NDAs and quotes in minutes, not hours

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