具有灵活仪表板的销售自动化软件

Use PandaDoc’s sales automation software with your CRM to put your sales funnel on autopilot. Free your team up from monotony so they can focus on closing deals.

具有灵活仪表板的销售自动化软件
decrease in time-to-close
30%
closed deals per month
2x
decrease in document 
creation time
65%

简化您的销售流程

销售自动化软件缩短您的销售周期,并帮助销售代表在更短的时间内关闭更多优惠。

Create docs in seconds with branded templates

时间是本质的勘探和年代ales team can’t afford to sacrifice quality for speed. Templates automate your doc creation process, allowing you to get proposals out the door faster without data entry errors that kill deals. Import a PDF or a doc from Google Docs, then upload your company logo to our content library and use our document editor to create a template, or select one of the 400+ pre-built templates from our template library.

Templates - Library

整合您的CRM将销售和营销自动化结合起来

Good data is critical when creating effective sales docs, but manually entering data from a CRM can be tedious and time-consuming. PandaDoc offers native integrations with many popular CRMs (including Salesforce) so you can automatically import accurate customer data into your docs with ease.

Document - Integrations - Contract

在您的文档内收集Mesignatures和付款

Reps can seal the deal directly within their docs with PandaDoc’s eSignature and online payment functionality by simply attaching an eSignature signing point and a payment gateway to the doc. What’s more, the status of the docs will update their corresponding CRM record, setting sales managers up for better pipeline management. The bottom line is that these automation features allow your team to save time, do less paperwork, and create a simple check-out experience for customers.

Document - Quote

Get docs approved and out the door in less time

Even after sales reps complete their administrative tasks, their documents still need to go through the approval process. This can slow down the sales pipeline, customer response time and make it harder to get docs to customers. PandaDoc helps speed up the approval process with automated approval workflows. Once your document is complete, you can set up an automated internal workflow so that all designated approvers can sign off on the doc before it’s sent. Shorten your sales cycle by making it even easier for your internal team to review and approve your documents.

文档 - 工作流程 - 协议

Frequently asked questions

What is sales automation software?

Sales automation software enables sales teams to work more efficiently by automating traditionally tedious tasks that help deals move through the sales funnel faster.

Why should I use sales automation software?

为了减少专业寻找的创建时间,经过验证的媒体丰富的建议,经过验证的方式关闭更多交易,缩短您的销售周期,同时为客户提供世界一流的Isignature和Checkout体验。

What are the deal stages PandaDoc automation can cover?

Pandadoc.covers the entire sales cycle, from propose to close. Pre-made templates allow users to automatically create stunning documents quickly, analytical insights guide teams through the negotiation process, and e-Signature and online payment functionality create seamless, automated collections and signature process.

Pandadoc如何与其他工具集成?

Some integrations, such as HubSpot, Pipedrive, and ZohoCRM, are very easy to install. Depending on the CRM you use, go to their marketplace (alternatively, you can access it from PandaDoc), find PandaDoc, and click Install. More robust offerings require a few more steps in order to add the PandaDoc module into your CRM. At the same time, they offer more customization options, e.g. how much space the module takes on your CRM pages.