PandaDoc

We use PandaDoc for both our proposals and obtaining an agreement with our clients. The process is very smooth and allows for a seamless selling cycle. We can send our clients a proposal and if accepted send them the agreement. It is also a huge benefit that PandaDoc integrates with our CRM. I highly recommend PandaDoc!

We use PandaDoc to send contracts to be signed by our business customers. Often drafts are being amended after feedback from customers. Collaboration Agreements often go through several cycles and are being changed efficiently in Panda Doc. The final signature and the proof page being added make the whole affair look very official and trustworthy.

I use PandaDoc for customers to sign contracts for the work that will be performed, quick signatures, and warranty certificates as well. This helps me avoid sending customers' contracts ahead of time via mail. Same thing with other documents. Very helpful.

to send offers and other disclosure documents for signature.

PandaDoc helped us become more efficient overall in our business. It helped us: - Simplify the signing of documents for both the clients and ourselves by having one place for all signatures - Speed up the process of document signing by reducing the need for paper and scanner - Get real-time updates on the status of the documents sent for signing so that we can monitor and follow up the status.

We have integrated PandaDoc with our CRM software, Salesforce, to produce our quotations for replacement parts. This allows us to have a professional document which we've been able to add links to marketing tools that provide the customer with a more encompassing informational document than our previous proposals offered. We can customize the templates for use on different product lines.

Before we set up our ATS and HRIS to handle new hire onboarding in a more automated way, our HR team was using PandaDoc for our onboarding documents. We set up our payroll onboarding forms, our benefits enrollment forms, and our policies requiring acknowledgment. Other team members still use PandaDoc for sales contracts and agreements.

PandaDoc is used for proposal and contract management. We generate quotations with it and use it as an e-signing solution for both internal documents and external documents like sales contracts and specific mandates. With PandaDoc we structure our proposal management and give our potential clients very rich information on our products, customer benefits, approach, and terms and conditions.

We are able to integrate with Salesforce in order to generate proposals and contracts easily and effectively. We send for internal approval and maintain accountability to the document throughout the process. From creation to complete the process is simple and effective to maintain the level of success we need within our organization.

We use PandaDoc for sending customized contract proposals, B2B contracts, and contracts to contractors who work for us. Using PandaDoc solves common problems such as missed signatures and initials on contracts since the system prompts the signer where each date, initial, and signature is required.

I use PandaDoc to generate proposals and contracts. It helps me present a professional proposal or contract in the very quick time frame. The design features and ability to tweak the draft are impressive. It has given me (and ShedPro) a competitive advantage.

PandaDoc has been easy and simple to use and works exactly for what we need it for. We generate quotes and send our customers PandaDocs so that they can review and sign the order, which we then proceed into production with. It always works, has an address book so the information only needs to be entered once, and can notify you if a customer has viewed, or completed it. Formatting the quotes is also easy with the drag and drop boxes and customizability. Once the documents are signed you can download individual or bulk download documents. They also have a great search system which makes finding past documents simple and easy.

From templates, content snippets, bulk email, and workflow management PandaDoc have streamlined our document creation, tracking, and marketing efforts. Workflow management has never been easier. The integrations from our payment processor to CRM work seamlessly into our overall workflows. PandaDoc provides great value whether you have a single user or manage an entire team or enterprise.

I use PandaDoc for any and all documents and contracts I need signatures for. Lease agreements and service agreements are the most common type of documents I send through PandaDoc.

We are using PandaDoc as part of our initiative to digitalize all our contracts. We used to have quite some manual work in creating draft contracts via templates on word document and further amending it to suit our client every time. Managing these templates across different users was also becoming challenging too, which is why PandaDoc's impact was immense.

When we first started TwentyThree.Five we were sending contracts via email and hoping our clients would be able to sign, scan, and send it back without a problem. PandaDoc was a lifesaver in sending agreements, especially to our larger clients! It allows our clients to easily view and sign all online, and we have never had an issue. We use PandaDoc for all our legal agreements after a proposal has been agreed on.

We use this for all our legal documentation now. This includes SLAs with Enterprise clients, SLAs with third party suppliers, Employment Agreements, Shareholders Agreements, and many others. We also store agreements generated outside of Panda so panda serves as our central repository for all our agreements.

We use PandaDoc primarily in proposal management. It really simplifies our proposal management process by allowing us to make the proposals be signed online and tracking the proposals who viewed them and when. It also provides analytics to let us know how much time the client view which pages. This really helps us to get an insight into how clients engaged our proposal.

We utilize PandaDoc as a proposal-generating tool for our clients. Typically we provide an overview of the platform detailing the process to migrate, team members and key stakeholders and their involvement, as well as a breakdown of our pricing options, terms, and conditions. It allows us to track when the document is viewed and how much time the viewer/signer is spending on each page.

Our team at PrograMetrix uses PandaDoc as an all-in-one solution to easily manage the creation, editing, and electronic signing of business documents. PandaDoc enables us to send documents faster with the convenience and security of legally binding eSignatures. We can create, send, and track documents by creating custom workflows in PandaDoc and we can utilize API integrations to connect our workflow in PandaDoc to disparate third-party applications.

PandaDoc makes it easy to use to templatize proposals and contracts so that we can quickly send out documents to customers tailored to their use case but using a mix of standard elements and variables. It also allows us to track who had opened and read the documents, which can be valuable to understanding a deal.

PandaDoc is how we send out all of our contracts and non-disclosure agreements to clients and partners. It is a time saver in that it allows us to work remotely more effectively by not having to print and scan agreements all the time. It's also great to be able to access all current and past contracts in one place.

1. The free tier is a good start for a sample of PandaDoc where we then upgrade to the paid plan to enhance the user experience for both internal and external users 2. The features are comprehensive. 3. The platform is intuitive for both internal and external users. there is no need for step-by-step guides 4. Navigation is clear.

We use it to get digital signatures on tax returns and other documents. We used to use pdfs and had clients sign and scan back. Pandadoc has changed the process completely. It is so easy to use and has made the process much more efficient. During lockdown we were able to process tax returns more efficiently using digital signatures with Pandadoc.

Before PandaDoc, we utilized conventional products like DocuSign. As we began to scale our sales team, having a product that wasn’t license or usage restrictive and still allowed on the fly modifications became much more important. Now instead of static contracting, we are able to incorporate, modify and provide incentives and overcome objections, all part of the sales process. This has led to fewer misunderstandings regarding “we owe”, faster turnaround on agreements, more sales, and sped up vendor onboarding with large auto groups.