Syncing PandaDoc and iPipeline CRM is currently on our roadmap
PandaDoc is the document platform that boosts your company's revenue by accelerating the way it transacts. It provides sales and marketing teams the management software they need to win deals.
iPipeline™ leads its industry in providing the next-generation suite of sales distribution software to the insurance and financial services markets as an on-demand service. By positively influencing behavior across the value chain through flexible, rules-based technology, iPipeline's channel solutions for carriers, distributors, and producers automate activities for quoting, forms processing, illustrations development, requirements ordering, contracting, and content distribution, enabling the insurance industry to market, sell, and process faster. iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating approximately 125 carriers, 875 distributors and financial institutions, and their producers and licensed advisors in a Web-based environment — the iPipeline Network.
PieSync is easy to use and helps you build your business by increasing productivity. Our two-way contact integration will decrease data errors and ensure that you and your team will have access to the most up to date customer information.