Integración con PandaDoc

Descripción general

Automate your document workflow and close deals faster by connecting PandaDoc with Salescaling.

Cómo funciona

• 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.