In which plan is the PandaDoc integration available?
SM: PandaDoc integration is available in Growth and Boost Plan.
What PandaDoc plan do I need to be on?
SM: Works with Business & Enterprise Plans for PandaDoc.
Can I use my predefined templates of PandaDoc within Salesmate?
SM: Yes, While creating a document, It gives you an option to select from the predefined templates that you have created in PandaDoc.
Will my contacts associated with the company automatically receive the documents?
SM: If there are less than 3 contacts associated with the company then the contacts will be automatically added to the recipient list. If there are more than 3 contacts, You can select which contacts you want to send the documents to.
Can I view the documents sent to the contacts in the company module?
SM: Yes, The documents sent to contacts will be visible in the associated company.
Can I use Salesmate field values in the PandaDoc document?
SM: Yes, You can use Salesmate field values in the PandaDoc document. Here is the list of values that you can use in the document: https://support.salesmate.io/hc/en-us/articles/360057593832