Integration

Automating Sales Activity With PandaDoc + Salesmate

Automating Sales Activity With PandaDoc + Salesmate

It’s 2021 and one thing is clear - not all CRMs are built the same.

Many are bulky, hard-to-use, and expensive.

While others (like Salesmate) exist as a competitive alternative at a price point you can swallow. Salesmate offers a modern, intuitive design complete with all the bells and whistles you’ve come to expect as a salesperson working inside a CRM.

The best part…

Salesmate now utilizes the PandaDoc API and allows you to create, send, track, and complete documents without ever leaving the CRM interface.

Please, hold your applause until the end.

Here are the main benefits from this match-made-in-heaven integration:

  • Automatically generate and send sales docs from your CRM
  • Track client interactions with real-time status updates in Salesmate
  • Close more deals by using PandaDoc electronic signatures on contracts
  • Auto-populate documents within your CRM  using contact, deal, or company data

Theoretically, there are more “powerful” CRMs out there. But if you’re onboarding a team at your company, you want tools that make the process straightforward and popular with your teammates. That’s both achievable and a common occurrence with Salesmate + PandaDoc. We know Sales Ops folks will appreciate this the most. High-fives all around! 🙌

Ready to check out Salesmate? Visit our Salesmate landing page to learn more. Or if you’re already using Salesmate, check out this helpful resource that demonstrates the steps needed to set up the integration within your existing PandaDoc account. Start growing your revenue and your relationships like a pro.

Take a demo with a product specialist