Transform Salesforce Opportunities Into Signed Deals Automatically

Eliminate manual proposal creation and data entry. Convert opportunities to fully branded, digitally signed contracts in minutes. Your entire revenue workflow, automated from start to finish.

PROBLEM

Sales Teams Waste Hours on Manual Proposal Work

Your sales reps spend valuable time copying data between systems, manually creating proposals, and chasing signatures. Each manual step introduces errors, slows deals, and keeps your team from selling. Your revenue process needs to be faster and smarter.

SOLUTION

How It Works

Instant Proposal Generation From Salesforce

Convert any Salesforce opportunity into a fully branded PandaDoc proposal in seconds. Dynamic pricing tables, company branding, and all deal details pull automatically with zero manual data entry. Your reps focus on selling, not administrative work.

One-Click Digital Signing and Instant Sync

Clients sign proposals with a single click. The moment they sign, the deal syncs back to Salesforce automatically, updating every field and triggering your entire revenue workflow. No manual updates. No lost signatures. Complete visibility from offer to close.

Enterprise-Grade Data Mapping and Integration

Intelligent data mapping ensures every field flows correctly between systems. Your custom deal structures, pricing logic, and business rules are preserved throughout the entire process. Built with enterprise-level integration standards for reliability and scale.

PROCESS

From kickoff to launch in weeks, not months

01/ Discovery

Week 1

We audit your workflows and interview you to extract your subject matter expertise. Your AI delivers excellent work because we train it on your expertise.

02/ Development

Week 2

We build your custom AI at startup speed, using our own AI. We run evaluations to ensure quality and consistency.

03/ Testing

Week 3

Your team deploys the AI and gives feedback. We polish and provide full documentation.