Easily manage all your sales documents within Brevo with the new PandaDoc integration. This feature allows you to centralize quotes and other essential documents, enabling greater efficiency and visibility in your sales process.
What’s New
The PandaDoc integration embeds its interface directly into Brevo, allowing users to manage sales documents without switching tools. Get real-time tracking tied to your deals, contacts, and companies, creating a streamlined sales workflow.
Who it’s for
This feature is currently available for early access users on the Sales Essential and Advanced packages.
Why you’ll love it
- Streamline document management within your CRM
- Eliminate tool switching for increased productivity
- Keep sales documents linked to deals for better tracking
- Enhance your sales workflow with fully integrated PandaDoc capabilities
- Drive adoption by simplifying document creation for the sales team
How to use it
- Access your Brevo account
- Contact your account manager to enable the early access feature
- Open the PandaDoc panel within Brevo
- Create and manage your sales documents directly in the panel
- Track document usage and connections to deals, contacts, and companies