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SCOOP: PandaDoc CPQ for Salesforce
PandaDoc Documents has long been the go-to destination for sales agents eager to craft proposals or quotes with ease. A simple click on “Create document” would launch them into a seamless document creation journey from a template, ultimately leading them to the PandaDoc document builder. But now, a new era of guided selling awaits.
Imagine transforming your sales team into a powerhouse of efficiency, guiding them through a step-by-step, foolproof selling experience. Are you in search of the ultimate CPQ solution that won’t drain your resources on a custom-built quote engine destined to fall short? Do you aspire to close deals faster, minimize human errors, and elevate your salesforce into an unstoppable sales machine?
Introducing... PandaDoc CPQ for Salesforce!
Over the past year, PandaDoc has engineered a groundbreaking solution, fully integrated with their e-signature and intelligent content creation platform, seamlessly syncing with all major CRMs, including Salesforce. For Salesforce users, this innovation is rolled out as an upgrade to the PandaDoc for Salesforce addon, unveiling a sleek new UI where you can effortlessly choose between:
By selecting “New Workflow,” your sales team embarks on a guided selling experience, navigating a Workflow crafted within PandaDoc by your SalesOps experts. Picture this as a strategic sales playbook, where you dictate every condition and logic. Once set, your sales agents execute with precision, unhindered by complexity. Their mantra becomes: Close the deal and repeat!
Here’s the magic in action when clicking next:
Pull data from integration
This step lets you pinpoint the opportunity where the workflow will unfold. Clicking the button directly from an opportunity streamlines the process, eliminating wasted time and potential errors.
Create a quote
At this stage, the magic truly begins. Your sales team gains visibility of only the permissible items, dynamically adapting based on selections, right before the customer’s eyes. No questions, no confusion—it just works!
The grand total is automatically computed and refreshed, ensuring absolute control, while the catalog remains flawlessly synced.
Generate a document
As you click next, the document editor springs into action, fetching your products fully synced with Salesforce, empowering your sales agents to fine-tune details with ease. Fields are auto-synced, and any changes reflect back in Salesforce, tailored to your settings.
Complete
One final click, and BOOM—success! 💣 💥 💰
Are you ready to seal yet another deal? PandaDoc CPQ for Salesforce is poised to enter beta soon. Don’t miss your chance to secure your spot in this revolutionary CPQ solution! 🚀
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