Proposal Software Resources

Yes, GetAccept integrates to the most CRM platforms in the market such as Salesforce, FreshSales, HubSpot CRM, Close.io, Pipedrive, Lundalogik Lime CRM, Lime GO and Upsales. Contact us to get started with standard integrations or build your own with the first class API.

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Sending your first document with PandaDoc is a breeze. You’ll save time creating them, increase your productivity, and, ultimately, close more deals. Upload an Existing Document If you already have an existing document, you can easily upload it into your PandaDoc account. Microsoft Word, PDF, and Google Documents are all supported, so you can send your first document quicker. Build Inside PandaDoc Editor Our real-time editor allows you to easily build beautiful, engaging documents. Simply drag-and-drop pre-defined blocks of content — text, images, videos, tables, payment forms, and more — to create better documents, without the need to mess around with formatting. Better Design Elements PandaDoc lets you put your best foot forward by creating engaging, interactive documents. Stand out from the competition by including design themes, beautiful cover pages, images, and videos. Know What’s Happening After It’s Sent Track your document after you’ve sent it. You’ll get instant notifications whenever the recipient opens, views, or signs your document. You can also see how they’re interacting with it through PandaDoc’s detailed analytics.

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PandaDoc is bringing HR into the paperless future. Start sending better offer letters, forms, and any other type of document. Automate the process and analyze views so you can increase your productivity. Create Interactive HR Documents Don’t send the same old ineffective documents, create truly engaging ones with PandaDoc. Embed videos, images, dynamic forms for recipients to fill out, and more to better attract talent and show off what your organization is all about. Seamless Collaboration and Negotiations Collaborate with co-workers and negotiate with recipients better through PandaDoc’s internal commenting. Leave long email threads in the past, and keep all contact alongside the document. Save Time with Integrations PandaDoc integrates with your CRM, ATS, or HCM. Save time copy-and-pasting information between multiple applications and tools every time you need to send out a document — integrate PandaDoc with the tools you’re already using. Quicker Turnaround with Electronic Signatures Don’t wait around hoping your forms or contracts get signed soon. PandaDoc’s convenient, secure, and legally binding eSignatures lets your recipients sign anytime, anywhere. Keep Track of All Your Sent Documents PandaDoc lets you know what’s happening with all of your documents after they’re sent. You’ll get instant notifications anytime a recipient opens, views, or signs your document. You’ll also gain insight into how your recipients are interacting with them.

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