PandaDoc for Sugar is a server-side document generation solution, fully integrated with Sugar. It is without any doubt the most complete and powerful third party add-on to automate document creation for Sugar.

 This integration allows you to create, send, and track quotes, proposals, and contracts from within SugarCRM. You will be able to start the document creation process from an Opportunity, Account, Contact, Calls, Cases, Knowledge Base, Leads, Meetings, Revenue Line Items, Tasks, any custom modules created in SugarCRM. Module records with all of your custom fields and contact information, product info as well as pricing details, will flow into your documents seamlessly.

SugarCRM Integration with PandaDoc

Create fabulous documents in two mouse clicks

The greatest looking documents are only two clicks away from any module list view or record detail view in Sugar. Simply select your PandaDoc template and your document will be created on the fly, merging in data from your selected Sugar record and any related modules.

Create your documents with dynamic names, in multiple languages and in any common document format.

Adding Attachments to Documents and Templates

Templates – Proposals, Contracts, Agreements, Invoices, Quotes

Document Templates

PandaDoc eSignatures

  • ESIGN Act and UETA compliant

  • Sign on any computer or mobile device
  • Legally binding and court-admissible

  • No special software or hardware required to sign

PandaDoc Pricing and Editions

  • Create, send, and sign documents easily right inside your CRM.
  • Get notified when your documents are read, forwarded, or signed.
  • Close more deals faster with our legally binding E-Signatures.

 

Professional Business Enterprise

$19

user/month
Billed annually (you save 35%) or $29 month-to-month

$39

user/month
Billed annually (you save 20%) or $49 month-to-month

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5 templates Unlimited templates Documents analytics/td>
Unlimited docs & eSignatures Unlimited docs & eSignatures Unlimited docs & eSignatures
Documents analytics/td> Documents analytics Documents analytics
Document Builder All Professional plan features plus All Business plan features plus
Custom branding Salesforce Integration Document Design Assistance
Price table and catalog Content library Multiple teams and workspaces

 

Pricing information for PandaDoc is supplied by the software provider or retrieved from publicly accessible pricing materials. For final cost negotiations to purchase PandaDoc you can Contact Us.

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