Streamlining your sales operations is key to achieving your business goals right? That’s why I’m so excited to share some game-changing product updates that will completely transform the way you manage your sales workflow.
It’s all about maximizing efficiency reducing manual tasks and boosting your team’s productivity.
Unlocking Seamless User Management with SSO
As a sales professional you know how time-consuming and frustrating it can be to manage user accounts and permissions.
Forget about the days of juggling multiple passwords and constantly updating user details.
The new SSO (Single Sign-On) feature is a must for admins enabling you to manage all your users passwords and permissions from a single central location.
Imagine this: you can now integrate PandaDoc with your existing Identity Providers like Active Directory Okta or OneLogin using the secure SAML 2.0 protocol.
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It’s like having a digital gatekeeper that authenticates user access with a single click.
But there’s more! The new just-in-time provisioning feature is truly brilliant.
New users are automatically added to your PandaDoc account the moment they log in for the first time.
No more manual invitations or waiting around.
And for your team members it’s a breeze.
They can access PandaDoc securely and swiftly using their existing corporate network credentials.
It’s like a VIP pass granting them instant access to the tools they need.
Taking Your Sales Operations Mobile
Let’s face it we’re living in a mobile-first world.
So it’s only natural that your sales operations should follow suit.
PandaDoc’s mobile app is a powerhouse of productivity allowing you to tackle essential tasks even when you’re away from your desk.
No longer will you miss out on closing a deal just because you don’t have your computer.
You can now create documents from your favorite templates add recipients update tokens assign fields and send proposals – all from your mobile device.
But that’s not all.
You can also share documents via links making it super easy to send proposals directly to your prospects.
And if you’re in a meeting and need to have someone sign a document just pass your phone or tablet to them – no need for extra emails or delays.
It’s that seamless!
Need to make a quick edit to a document? The mobile app has got you covered! You can edit text resend documents and even manage your document list all from your pocket.
It’s like having your entire sales toolkit at your fingertips.
Never Miss a Beat with Enhanced Document Status
We’ve all been there pursuing a lead that ultimately goes cold.
It’s frustrating but it’s a reality of sales.
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Now you can easily keep your sales pipeline organized and focused on live deals by marking lost or unresponsive deals as “Declined”.
This new “Declined” status acts like a flag allowing you to filter your document list and see exactly which deals are no longer active.
It’s a simple yet powerful feature that helps you stay on top of your game.
And here’s the best part: when you mark a document as “Declined” recipients will no longer receive reminders and their access to the document will be revoked.
It’s a seamless way to manage your sales process and ensure that your focus is on the hottest leads.
Integrating with Zoho for Enhanced Sales Automation
Zoho is a popular CRM platform and we know you’re always looking for ways to make your sales workflows even more efficient.
PandaDoc’s integration with Zoho CRM is now even more powerful leveraging the latest API 2.0 to streamline your sales processes.
This enhanced integration brings a ton of benefits including:
- Seamless migration: You won’t lose any of your current documents flows or CRM data during the transition to the new API.
- Automatic updates: If you enabled the Zoho integration after March 29th you’re already using the new version so there’s nothing you need to do.
- New features and enhancements: The updated integration unlocks new features and enhancements to make your sales processes even smoother.
If you’re still using the previous version of the integration simply reconnect your Zoho account in your PandaDoc settings.
And if you need any help with the migration our support team is always ready to assist you.
Pipedrive Integration: Taking Your Sales to the Next Level
Pipedrive is another popular CRM platform that’s designed to help sales teams manage their pipelines.
PandaDoc’s integration with Pipedrive is designed to make your sales process truly seamless.
Now you can create PandaDoc documents directly from your Pipedrive People and Organizations tabs.
This is a must for sales professionals because it eliminates the need to switch back and forth between platforms.
Imagine this: you’re working on a new prospect in Pipedrive.
With just a few clicks you can create a PandaDoc proposal and the prospect’s details will automatically be populated in the document.
No more tedious manual data entry!
And here’s the icing on the cake: you can track the status of your documents and download signed PDF copies right from your Pipedrive People and Organizations tabs.
It’s like having your entire sales process streamlined in one convenient location.
The Future of Sales Operations: Embracing Automation and Integration
The future of sales operations is all about automation and integration.
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By embracing these technologies you can streamline your processes eliminate manual tasks and boost your team’s productivity.
And with PandaDoc’s latest product updates you have the tools you need to take your sales operations to the next level.
It’s all about embracing change staying ahead of the curve and maximizing your success.