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.
CREATE FABULOUS DOCUMENTS IN TWO MOUSE CLICK
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.
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
- 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
- All the Individual plan features plus
- Unlimited number of created documents
- CRM Integration with SugarCRM and HubSpot
- Content library
- Custom branding
- eSigning and approval workflows
- 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