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Propose, quote, and close in the same place you manage opps: Salesforce. That’s the ultimate goal
Imagine how your rep’s productivity would skyrocket if they were able to create, personalize, send, and track all their sales documents directly within Salesforce. Bye-bye copying. Bye-bye pasting. Hello seamless automation. Our sales expert will show you how you can make this ultimate goal a reality. After this webinar, you’ll be armed with all the tools you need to integrate your CRM with PandaDoc.

During this webinar, you will:

See what an ideal sales document flow looks like and how data centralization leads to a faster sales cycle.
Learn to automate document creation, tracking, and personalization by leveraging your CRM.
Hear real stories of companies that have merged their Salesforce accounts with their documents.

Jan 22, 2021 11:00 AM in Central Time (US and Canada)

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Speakers

Brett Lipensky
Principal, Enablement & Embarrassment @PandaDoc Inc
Patrick Downs
Sales Enablement & Training Manager @PandaDoc Inc