PandaDoc FAQ's Follow

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