Does Powerdocs integrate with CRM for automated document creation?

Yes, Powerdocs provides automated document generation directly from CRM data. This feature helps sales teams and businesses quickly create personalized proposals and documents, reducing manual data entry and improving efficiency.

How much does Powerdocs cost and what is included?

Powerdocs is available as a subscription for $29/month. This includes access to all features such as customizable templates, real-time collaboration, e-signature integration, an analytics dashboard, and automated document generation from CRM data.

Powerdocs

AI-powered proposal and contract generation

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Shyft Score

Directory quality rating

Reviewed

53/100

Quiet

Found in 1 source

Our take

The verdict on Powerdocs

AI-generated

Powerdocs cuts proposal creation time significantly with AI and CRM integration. Essential for sales teams managing high proposal volume.

Strengths

Customizable templates for proposals
Real-time collaboration with team members
E-signature integration

Limitations

Limited to document creation
No free tier

Best for: Sales teams needing efficient document creation and management

Request a demo to evaluate Powerdocs for your team.

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Benefits

Why teams choose Powerdocs

Cut proposal creation time from hours to seconds

Close deals faster with integrated e-signatures

Never lose track of proposal performance with built-in analytics

Eliminate manual data entry by pulling client info directly from your CRM

About

What is Powerdocs?

Powerdocs generates sales proposals and contracts using AI templates and CRM data. E-signature integration, real-time collaboration, and analytics track proposal performance and time-to-signature. Automate document workflows from opportunity to signature.

Key capabilities

Customizable templates for proposals and quotes

Real-time collaboration with team members

E-signature integration for quick approvals

Analytics dashboard to track document performance

Automated document generation from CRM data

At a glance

What you can do with Powerdocs

Creating customized proposals from CRM data in minutes

Automating contract generation from templates

Collecting e-signatures on proposals and agreements

Tracking proposal performance and close time

Collaborating on proposals before sending to clients

Best for

Sales teams managing multiple proposals. Sales ops teams automating document generation and signature workflows.

Pricing

Powerdocs pricing

Powerdocs starts at $29/mo

Starting at $29/mo

Ecosystem

Connected ecosystem

MCP servers, AI skills, and integrations that work with Powerdocs

Integrations

SalesforceHubSpotZapierGoogle DriveDropboxSlackMicrosoft TeamsDocuSignQuickBooks

FAQs

Frequently asked questions

Common questions about Powerdocs and its capabilities

Powerdocs offers customizable templates for proposals and quotes, real-time collaboration, e-signature integration for quick approvals, and an analytics dashboard to track document performance, all designed to streamline the sales document creation process.