Close More Deals By Improving Your Document Workflow

By Erich Detert of PandaDoc – Create, send, track and sign documents online with PandaDoc


When you’re using a small business CRM like PipelineDeals, you’re trying to organize your sales leads and the sales documents you need to close deals. And organization is key to closing deals.

A great salesperson has every document their client needs on hand and ready in the event the client has a question about it. Disorganization shows a lack of care for the customer and a lack of regard for the stages in the sales process.

PipelineDeals eliminates disorganization from the sales lifecycle by allowing you to place all of the relevant documents, contacts, and information in one convenient spot that is easily accessible from your desktop or mobile device.

What types of docs should I be using?

As a sales pro, you typically go through 5-10 steps before sealing a deal. There are a number of unique documents that might be a part of your sales process. You might:

  • Prepare initial presentations

  • Create and approve business proposals

  • Execute sales contracts and have your client sign

  • Write up a statement of work and invoice

PipelineDeals allows you to access any document you’ve uploaded, from every deal, in one easily searchable and sortable location.

 Easily keep track of customer documents in the documents tab. 

How to sync your PipelineDeals contacts with your document software.

Ready to close that deal?

Apps like PandaDoc allow you to create and/or upload, send, and sign your business contracts all electronically. Importing your contacts from PipelineDeals to PandaDoc is a cinch too!

 Upload, send and sign documents with the PandaDoc integration for PipelineDeals. 

Where do “closed” docs go inside of PipelineDeals?

You’ve closed the deal! Where to archive your signed contract?

Even though your document signature and analytics solution keeps a file copy, you’ll likely want to put it in PipelineDeals as well.

Relevant documents for deals can easily be uploaded in the “Companies” tab for future use and reference. You can also upload documents to the “People” tab if there are specific docs that you want linked to a contact.

PipelineDeals is your library of deals and information.

Stay organized for if and when the client wants to discuss the project! PipelineDeals and PandaDoc help you stay involved throughout the entire process of the deal and become a real sales pro.

 Manage documents at the campaign, account and document level. 

Managing Your PipelineDeals Documents

PipelineDeals allows you to store your deal documents easily and intuitively. Integration with PandaDoc, however, allows you to create templates of sales documents that you might use on a regular basis. Business contracts and invoices can easily be tailored to your respective leads, emailed, electronically signed, and securely stored and organized.

 Have your PipelineDeals Administrator set up the integration to get started using PandaDocs

How can your PipelineDeals CRM admin help?

If you need additional assistance with uploading documents or you are interested in learning more about the document features in PipelineDeals, contact customercare@pipelinedeals.com or call us at 866-702-7303. If you’re interested in learning more about PandaDoc, you can signup for a free trial on PandaDoc’s website.