Syncing PandaDoc and sales-i 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.
sales-i is a business intelligence tool for sales teams that analyzes big data and turns it into actionable insights which help to increase customer spend. The app extracts all the data entered into your ERP or back office and processes it, identifying sales opportunities, competitive threats and accessing sales performance. sales-i can be used to create dashboards as well as rich, customer-facing reports on laptops, tablets or smartphones to bring to client meetings.
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.