PandaDoc

PandaDoc

Posted on Sep 24, 2023 by William L. Bowie
Office

Are you tired of drowning in paperwork, spending hours on document management, and struggling with the complexity of proposals, quotes, and contracts? Look no further – PandaDoc is here to revolutionize your document workflow. With over 50,000 satisfied customers, PandaDoc is the #1 choice for streamlining proposals, quotes, and contract management. In this comprehensive guide, we'll explore how PandaDoc offers tailored solutions by use case and company size, along with a wealth of resources to help you maximize your productivity.

Solutions by Use Case

PandaDoc understands that different businesses have unique document needs. Whether you're in sales, HR, legal, or any other department, PandaDoc has a solution for you.

Proposals

  • Share documents in minutes with pre-built, customizable templates.
  • Drag-and-drop editing for rapid document creation.
  • Real-time access to approvals, comments, and version tracking.
  • Testimonial: "Most of their time used to be taken up by administrative work whereas now they can focus on building out programs to help their employees and their company culture." - Mary Zellers, Director of Human Resources at Impact Networking.

Quotes

  • Receive real-time notifications when your quotes are opened, viewed, and signed.
  • Integration with HubSpot CRM for quick access to customer data.
  • Testimonial: "I can enter call details into HubSpot CRM, create a custom proposal with dynamic pricing tables, and get approval from my boss all within 36 minutes." - Matt Nyman, Client Success Manager at HPC CPA.

Contracts

  • Use native CRM integrations to seamlessly incorporate customer data into your contracts.
  • Built-in legally binding e-Signatures for enhanced security and trust.
  • Testimonial: "PandaDoc eliminates the need to leave Salesforce to get things done." - Michael Sproles, Director of Sales Operations at TPM.

eSignatures

  • Ensure data security with legally-binding e-Signatures.
  • Create pre-approved templates and content blocks to prevent costly errors.
  • Testimonial: "We are based in Europe and the latest Data Protection Regulation forces us to look for service suppliers that comply with this regulation. PandaDoc supports Privacy Shield registrations." - Alejandro Baraza, Legal Advisor at Voxel Group.

Solutions by Company Size

PandaDoc caters to businesses of all sizes, from startups to enterprises. Here's how they tailor their solutions to your company size:

Small and Medium-Sized Businesses (SMBs)

  • Access to 750+ ready-to-use, free templates for rapid document creation.
  • Affordable pricing options to fit your budget.
  • Collect payments instantly from contracts, increasing your close rate by 36%.

Enterprises

  • Streamline document workflows with native CRM integrations.
  • Ensure compliance and control with built-in e-Signatures.
  • Handle large volumes of documents effortlessly.

Resources to Maximize Your Productivity

PandaDoc doesn't just stop at providing solutions; they empower you with resources to optimize your document workflow.

Content

  • Gain valuable insights from their original content.
  • Webinars and podcasts to enhance your skills.
  • Keep up with the latest trends and strategies.

Integrations

  • Seamlessly integrate with your existing tools to maintain data consistency.
  • Eliminate the need to switch between applications.

Pricing

  • Affordable plans tailored to your business needs.
  • Start with a free 14-day trial – no credit card required.

Request a Demo

  • Explore PandaDoc's features through a personalized demo.

Start Your PandaDoc Journey Today

Join the ranks of over 50,000 satisfied customers who have simplified their document workflows with PandaDoc. Say goodbye to paperwork headaches and hello to efficiency. Start your free 14-day trial or request a demo to experience the PandaDoc difference.

Start free 14-day trial

Your time is valuable. Let PandaDoc handle the paperwork while you focus on what truly matters for your business.