Intro to PandaDoc CRM Integrations (live)
Save time, improve work efficiency, and reduce Document errors by integrating your CRM with PandaDoc and simultaneously leveraging the benefits of each. This 45-minute live class will introduce you to the basics of integrating your CRM with PandaDoc and teach you how to directly pull data from your CRM, ultimately streamlining the Document creation process. (Learn more...)
Intro to PandaDoc CRM Integrations (live)
Save time, improve work efficiency, and reduce document errors by integrating your CRM with PandaDoc and simultaneously leveraging the benefits of each. This 45-minute live class will introduce you to the basics of integrating your CRM with PandaDoc and teach you how to directly pull data from your CRM, ultimately streamlining the document creation process. You will have a live instructor to walk you through step-by-step actions to familiarize yourself with CRM integrations and engage you in knowledge checks while answering questions that come up along the way.
This course is designed for:
- PandaDoc Account Owners and Admins
- Sales Professionals who use a CRM for pipeline management
- Users wanting to create Templates or Documents with information from a CRM
By the end of this course, you’ll be able to:
- Identify the benefits of integrating PandaDoc with a CRM
- Configure templates to automatically pull data from your CRM
- Create a Document from within your CRM
Availability:
Business and Enterprise plans