PandaDoc for Salesforce | Easy Document Generation & e-Signature
Join our 55,000+ customers transforming their revenue operations with the only document automation platform built specifically for Salesforce with enterprise CPQ capabilities. Proven Results: 46% decrease in create-to-complete time, 28% increase in documents sent per month, 20% increase in closed deals per month. Document-First CPQ: Unlike standalone CPQ tools, PandaDoc delivers quote-to-cash in beautifully branded documents that close deals faster. RevOps teams create guided selling playbooks so sales reps generate compliant, error-free quotes in minutes while maintaining your brand experience. Salesforce Integration: Two-way data synchronization with opportunities, contacts, products, and pricing data. One-click refresh updates documents with latest Salesforce data. Native compatibility with Revenue Cloud CPQ enables enterprise workflows without integration headaches. Templates and Security: Wide array of industry-specific templates including proposals, contracts, onboarding forms, and invoices. Built-in payment collection reduces average payment times. SOC-2 Type II certified and HIPAA compliant with document storage and audit trails.
Top keywords
- cpq4×2.70%
- data3×2.03%
- documents3×2.03%
- salesforce3×2.03%
- compliant2×1.35%
- deals2×1.35%
- document2×1.35%
- enterprise2×1.35%
- integration2×1.35%
- month2×1.35%
- payment2×1.35%
- per2×1.35%
Concord - Contract Lifecycle Management for Salesforce
---- The Concord Platform ---- Concord is a contract lifecycle management platform built for the entire organization. Radically simple in design, Concord's end-to-end solution makes it easier to create, collaborate, negotiate, e-sign, store, and manage agreements all on one ecosystem. Designed to meet the stringent requirements of legal - while easily adoptable by all departments, Concord centralizes documents and workflows, shortens time to signature, and improves compliance. Out-of-the-box integrations include: Salesforce, Okta, Box, Dropbox and Google Drive, plus Concord's API enables easy connection to additional systems. ---- Concord for Salesforce ---- Concord for Salesforce lets you create, populate and send contracts directly from Salesforce using Concord's Enterprise edition. With Concord for Salesforce, you can: - Generate contracts directly from your opportunities, using the most up-to-date predefined document templates - Send contracts for signature within Salesforce - View your contracts and track their progress - Enable auto Closed-Won upon signature Enjoy faster sales, flawless compliance, and total visibility with Concord for Salesforce.
Top keywords
- concord7×4.35%
- salesforce7×4.35%
- ----4×2.48%
- concord for salesforce4×2.48%
- contracts4×2.48%
- ---- concord3×1.86%
- concord's3×1.86%
- signature3×
