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PandaDoc for SugarCRM

Finally, enable your fast-moving teams with a simple, sophisticated all-in-one solution to easily manage the creation, editing, and signing of documents.

WHAT IS PANDADOC?

Create fabulous documents in two mouse clics

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.
 
 
PandaDoc Templates - Proposals, Contracts, Agreements, Invoices, Quotes
PandaDoc - Adding Attachments to Documents and Templates - June 2015

Create documents

With PandaDoc, you can create documents with dynamic names, in multiple languages and in any common document format.
 
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.
 
 

PandaDoc E-Signatures


  • 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

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Create, send & sign

documents easily right inside your CRM.

Get notified

when your documents are read, forwarded, or signed.

Close faster's deals

with our legally binding E-Signatures.
PRICING & EDITIONS

Join 27,000+ teams who are accelerating their document workflows with PandaDoc.

PandaDoc offers a free eSign plan and 3 paid plans for eSigning and document automation. Our plans start at $19 per user per month and include unlimited documents and eSignatures. You can even jump start your evaluation with a free 14-day trial. If you need more users, be sure to chat with our sales team to find the best pricing solution for you and your business.
 
 

Essentials

$19/month/user

Annual enrollment


  • All the Free plan features plus
  • Legally binding eSignatures
  • Up to 5 documents created per month
  • Rich media drag and drop document editor
  • 400+ professionally designed templates
  • Real-time tracking and notifications
  • Mobile app

Enterprise

Let's talk


  • All the Business plan features plus
  • Single sign-on (SSO) support
  • Custom user roles
  • Zapier integrations
  • Unlimited number of team workspaces
  • Content analytics and reporting
  • API (paying option)