PandaDoc Integrates Document Automation Capabilities into SugarCRM

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The Integration Allows to a User to Create, Send, Track and eSign Sales Documents Right Inside Sugar.

PandaDoc and SugarCRM integration
The integration of their document automation solution extends the value of Sugar and will be a key part in helping our customers transform their business and close deals faster.

PandaDoc, the leader in document automation, today announced that their integration with SugarCRM is available. The integration enables SugarCRM customers to build quotes, proposals, contracts, and other collateral without leaving the CRM platform. Once created, documents can be delivered electronically to obtain an electronic signatures, track opens and process payments.

SugarCRM is an innovative leader in the CRM market with over 1.5 million users relying on the CRM to record their day-to-day sales activities. Enterprises are increasingly choosing Sugar for CRM deployment flexibility, seamless integration with other enterprise systems, and customization capabilities to fit unique business processes.

PandaDoc brings document generation, configure price quote (CPQ), and eSignatures, all seamlessly to more than 15 CRMs and 5000 clients. Mikita Mikado, CEO of PandaDoc, said, “We could not be more excited about our integration with SugarCRM. We believe it will compliment SugarCRM by allowing users to efficiently deliver quotes, proposals, and contracts. We look forward to executing a long-term business relationship.”

With the integration, users can easily merge their CRM data with reusable document templates. As a result, SugarCRM users spend less time copying and pasting data from their CRM into a document thus eliminating costly errors. Thanks to PandaDoc’s powerful analytics, SugarCRM users can track opens and views of any quote, proposal or contract. Additionally, the integration displays a list of related documents within a CRM record allowing sales reps to find the right information quickly.

”We are excited to welcome PandaDoc into the SugarCRM ecosystem, said Mark Weitzel, Sr. Director, World Wide Technology Alliances at SugarCRM. “The integration of their document automation solution extends the value of Sugar and will be a key part in helping our customers transform their business and close deals faster.”

"FayeBSG's success as an Elite Partner within the SugarCRM ecosystem has been predicated on our ability to deliver tightly knit sales solutions. We're excited to join PandaDoc as a partner to drive home the value of a lead to close sales stack that makes sales reps more effective," said David Faye, CEO of Faye Business Solutions Group

To learn more about the PandaDoc and SugarCRM integration, visit PandaDoc’s website.

About PandaDoc
PandaDoc helps more than 5000 companies to close more deals with a better quote, proposal, and contract management process. Their document automation features include: eSignatures, data management, and feedback to build, edit, execute, and track documents. Founded in 2013 and based in San Francisco, California, PandaDoc is backed by Altos Ventures. Learn more at

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