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Sell More

Provide your team with the tools to present a polished and professional appearance their leads and customers

Why PandaDoc?

Collaboration

Team works

Share templates between team members and ensure that the latest version of all contracts and documents go out every time

Beautiful Proposals

Perfect - all the time

Build picture perfect proposals with PandaDoc. Embed videos to help with closing. Easily manage the creation, editing and signing of documents

Remote work

Work anywhere

Send the perfect proposal from anywhere. No need to access the company servers when the latest version is in PandaDoc's template library

Automation

Tasks on autopilot

PandaDoc syncs seamlessly with your CRM carrying across merge tags from Pipedrive and with the use of Zapier can populate fields back into the CRM after completion by your customer

Integrations

Plug and perform

The deepest integration to Pipedrive and the most Zapier endpoints of any major document software

Training

We're with you

Motii the standard for onboarding, training and coaching when it comes to PandaDoc. Our team will onboard you and show you the shortcuts to sales success

Unite your business

One platform for sales success

Everything you need for business success - all beautifully presented

Using PDF's and Word docs for your proposals, quotes, contracts and eSignatures slows you down and makes your team work harder than they should. Get your team onside with a platform that makes business success easy.

PandaDoc and Pipedrive combine for effortless merging of information in custom fields, trouble-free eSignatures that increase conversion and lessen lead time and simple approval workflows that speeds up deals and creates a more predictable pipeline

Consistent Messaging

More than 750 templates

Time is money and creating documents from scratch takes time

PandaDoc has more than 750 business templates to help inspire you in your document creation. Start saving time and present a consistent look and feel to your leads and customers. Find the perfect template and customise it to your requirements. Or create your own in the easy to use editor. Save your favourite templates in their folders and your team will be presenting better-looking proposal more frequently.

Superior Integration

Pipedrive + PandaDoc

CRM + Document management is a match - made in heaven

PandaDoc has the industry's best integration to Pipedrive and more Zapier endpoints than any other eSignature platform. By choosing PandaDoc you are future -proofing your business.

PandaDoc + Pipedrive are built to work together to accelerate your sales process and speed up approvals and sign-offs. Your pipeline will work harder. You won't.

Testimonials

"Going into this project to we knew that we had a complex use case. And on top of that we were migrating data from Salesforce. The Motii team was able to take ownership of everything and guide us every step of the way. The attention to detail was fantastic. It was obvious that Motii were highly-experienced in not only in Pipedrive but also in analysing businesses and applying that analysis to building a great system. They were constantly one-step ahead when it comes to identifying potential issues. Their ability to get in and understand our systems and processes made all the difference. The Motii live training sessions and video-based training manuals ensured immediate and long-term success. This enabled our team to make the transition from Salesforce smoothly."

Daniel O'Donoghue, CONQA, Melbourne, Australia

Why Motii?

Motii exists to help your business scale-up and thrive. Our team of expert consultants are passionate about diving deeply into your business and developing customised solutions. We then provide specialised training and support to ensure company-wide adoption and project success.

Contact us to start your growth journey today