Integration with PandaDoc


Overview
Automate your document workflow and close deals faster by connecting PandaDoc with Salescaling.
How it works
- When a deal reaches the proposal stage in Salescaling, automatically create a new document in PandaDoc from a template.
- Populate documents with contact and deal information from Salescaling.
- Update the deal stage in Salescaling to 'Won' when a document is signed in PandaDoc.