Benefits of Intregration 1 – Lead Gen & CRM and PandaDoc
Reduces Double Data Entry – Eliminates data that must be entered twice between your CRM system (LG&CRM) and your Sales Proposal system (PandaDoc)
Automated Process – Process is completely automated to create a proposal from information kept within the Opportunity.
Retrofits Existing Document Templates –Specialised templates have been created to quickly and simply retrofit existing proposal templates in PandaDoc
One Source of Truth – Increases the integrity of the data as the “Source of Truth” is LG&CRM.
Two Way Syncs – Syncs both ways so that the opportunity total price can be updated automatically from PandaDoc back into LG&CRM
Proposal Status – Shows proposal status in both systems, this helps to improve sales pipeline management.
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