PandaDoc

I've been using PandaDoc for about seven years for my marketing firm. It has two use cases in my business: responding to proposal requests and creating and sending employee work contracts for my new hires and interns. My business problem was that I needed a solution to duplicate proposals for prospective clients easily, and using Microsoft Word or Google Docs didn't give me the flexibility to create these documents quickly.

We've partnered with PandaDoc for years. Its use case is mainly for creating agreements and NDAs and holding vital documents for all contractual matters. It's made contract creation seamless and is a critical tool for templating future document creation and acting as a depository for the business.

PandaDoc helps us automate the entire document part of our process. Through our integration with ClickUp, we can automatically pre-populate our documents and send them out with one click. Once the document is signed, again using the integration, we can update the client's status and attach the document directly to their ClickUp profile!

I own a bookkeeping business and use PandaDoc to send my business activity statement lodgement paperwork, which needs to be signed and initialed. Also, my contracts look professional and are easy for my clients to sign. I have been using PandaDoc for many years now and highly recommend it. I will look at what else I can use the program for.

We use PandaDoc for bi-annual contract renewals and new contracts with new customers. We use PandaDoc with HubSpot integration to survey new customers and ease the loading of information into the contracts. We also use PandaDoc to survey customers on an as-needed basis. The easy format of creating your forms, templates, uploading images, etc, makes this document ideal for our use.

We use PandaDoc to send a Service Agreement to new clients and collect payment. In addition, we use it to send payment authorization forms and service reactivation agreements. PandaDoc helps us to stay compliant in our industry and make it easy for our customers to work with us.

We use PandaDoc as a means to send purchasing documents to our customers. PandaDoc allows us to easily track our documents so that we don't let anything fall through the cracks. It also allows us to create templates that we can reuse over and over again. Their Smart Content feature allows us, in many cases, to combine multiple templates into just one. This makes our end users more likely to use the correct document in the correct situation.

We use PandaDoc for all our large scale proposals for projects. It allows us to have a centralized contract system but also lets us know when a prospect has viewed. The proposal builder is actually the best part with re-usable templates and sections. We are able to have multiple logins for our team members which creates a good workflow.

We use PandaDoc to streamline all of the proposals and work orders that we send to our business prospects. PandaDoc templates ingest structured data from Zoho CRM and handles access and electronic signatures.

Allows us to quickly and easily provide proposals to customers.

While we initially only used PandaDoc for proposals, we have discovered it's automation, whitelabeling capabilities and workspaces better enable the business.

we use PandaDoc to write agreements for new clients and create forms where we need multiple parties to sign

PandaDoc is used in our company for HR and CLient onboarding. PandaDoc supports our paperless onboarding process for employees and clients

I use PandaDoc to send out yearly reviews for my consultant agreements. It allows the forms to be auto filled in like customer names and addresses.

We use PandaDoc to make our sales process secure, efficient, and professional. Using the integration with Hubspot, our sales reps are able to create and pre-fill agreements quickly and send them to customers with the click of a button. We use the two-way sync with HubSpot to ensure our data is flowing seamlessly. We have recently started to use PandaDoc Rooms to create an even more professional buying experience for our customers and it has been incredible!

We use PandaDoc for signoff on customer contracts and to collect deposit payments. This allows us to track all quotes we have sent out and also verify customers have reviewed them and spent time on each page. It also offers a secure way for them to process payment.

We currently use PandaDoc for forms publishing to send to our customers for initial site analysis and also to handle all our contract documents with our customers and vendors

We use the platform to facilitate sales proposals for our clients. We also use this for important internal human resources documents.

We use PandaDoc to draft and submit Business Proposals as well as send clients our terms and conditions prior to them signing up with us as customers. The reminder system and templatization greatly speeds up the drafting and sending of these documents, and the collection of the digital signatures ensures we are compliant legally. This helps us send proposals much faster and easily keep track of the progress and viewing of the documents by our potential clients.

It makes sending enrollment agreement super easy, especially since it works with HubSpot. Most of the time I don’t have to enter in numbers myself, so it makes for a much quicker turn around. I also love being able to change the expiration date since everyone has different enrollment deadlines! This way, they’ll know when things need to be completed.

As a Career Advisor I have a number of documents that are forms.
Mock Interview Feedback form for IT and Medical Assisting students
Graduate status form for all students to fill out before graduating
Externship signing pages for employer/Program Director/student to sign
EXIT sheet signatures for six departments
Employer verification form
Graduate employment verification form
Waiver for employment form All of these forms save time and remain uniform making job streamlined.

We use PandaDoc for all of our client contracts including the contract and payment integration with Stripe. It allows us to seamlessly interact with clients and eliminates all paper. For the most part we use it on desktop but have used the app to monitor signature and payment status as well as generate simple contracts.

It’s fantastic esign software for signing documents.its very fast reliable and it’s with certificate because sometime without certificate some authentication is not allowed so it’s very good.

I use Pandadoc to prepare NDAs, Professional Services Agreements, Master Services Agreements and Statements of Work (SOW). I have used it as well to invoice with and receive payments from clients. It helps me with templates, and as well, it is integrated with Hubspot, my marketing and sales platform, which means I can generate most documents directly from a contact record and it will fill in all the fields I have predefined using tokens.

Use it to complete agreemetents with new clients, or to change the terms of our service.