By: Sarah Rotunda
Though PandaDoc can be used as a stand-alone app, we have designed a tool that is meant to be a seamless extension of your existing CRM environment. In fact, when I train my customers I like to lean into this concept as a way to drive CRM Deal or Opportunity hygiene, as well as a way to drive adoption.
Though I will be demonstrating with HubSpot, all of our CRM’s function in more or less the same way, they just have different places to find this information and you can visit your CRM’s Help Center page for specifics.
Template Roles are the stand-ins for the people who will be receiving your documents. By pre-assigning fields to these roles, you save yourself the hassle of assigning them once the document is created.
Furthermore, you can use Role Variables to autofill information like first name, last name, and email address.
When you generate a document from your Deal, Opportunity or Account, your associated contacts will pull in as recipients, allowing you to assign them to a role (Check your specific CRM Help Center page for more details).
If you are using your CRM’s CPQ tools, you can make that Deal or Opportunity the source of truth. Though the PandaDoc Catalog tool is robust I always defer to a CRM’s products for this reason.
All you need to do is set up your Pricing tables to accept data from your CRM!
This is the powerhouse for automation in your template set up. Critical and custom information can be automatically passed into your documents at the time of creation.
Conceptually, all you need to do is think of the field information you need to be passed into your proposals, find the CRM variable for that field, and paste it into your template.
CRM variable lists vary across platforms, so please see the specific Help Center guide from more information.
Here it is in Hubspot-
When I train teams, I show them how to create and send from their CRM Opportunity/Deal first. I do this to drive a few points home:
- Demonstrate all the automation you’ve worked so hard to set up.
- Emphasize the importance of having correct data in CRM.
- When we get into the PandaDoc workspace itself, I can focus them on their Dashboard and their Personal Settings, steering them away from the templates to preserve that set up work you’ve already done
Since your team will be generating the documents from the PandaDoc frame in their deals, everything they need to see in relation to that specific deal.
Having trouble with Data hygiene? Train your team to keep it clean. Show them it is in their best interest to have good data as it saves them time when generating their documents.
If you have Hubspot or Salesforce, you can even refresh your variables if information needs to be updated in your CRM fields.
If you’re already using Hubspot, Pipedrive, or any of the other dozen CRM’s we integrate with, your team should see this as a seamless extension of an environment they are already familiar with. By taking some time during set up to automate as much as possible you can save your team a ton of time, keeps them in a familiar environment, and focused on their work
What data would you like to automate and push from your CRM to your proposals or documents?
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