PandaDoc

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’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.

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

PandaDoc allows us to receive official signatures on approvals and we can easily save the documents as a PDF. It is very user friendly too!

We used PandaDoc to send out quotes to potential clients as well as the onboarding process. Clients need to submit information to us in a specific format, which this software allows us to do and validate. Finally, it has clear indication of which parties filled out which information. We use it daily.

We use PandaDoc to send engagement letters to clients for review and signature. We also use it for internal documents that need signing remotely. We needed a solution that was better than printing, wet signing, scanning and then sending back documents. It also negates the need to have all parties present in one location.

We use PandaDoc to create sales proposals, MSAs, NDAs, and employee agreements.

The forms feature makes it very easy for someone to request an NDA with us and for agreements that new hires or contractors need to sign.

The content library and conditional content make customizing sales proposals very easy.

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 PandaDocs to send out proposals and contracts. I had used PandaDocs at another organization and valued the efficiency of sending a contract with a proposal. This increased their close rate and created a better user experience. Since deploying PandaDocs at our company, we've sent out proposals and contracts with greater ease. We're also able to have a better insight into buyer behavior as we can see when they view the contract, what pages they've spent the most time on and how quickly they view/sign.

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.

We use PandaDoc in our organization for all of our contracts and proposals. With version two, it's much easier to create attractive proposals and agreements that are very useful for both us and the customer. It also offers a legal digital signature for contracts, similar to DocuSign, adobe sign, etc.

In order to accurately recruit, retain and document our volunteer base, we needed an application process that made it easy for our volunteers to apply on their own time without relying on paper or risk losing their application. PandaDoc makes it very easy for us to keep track of where volunteers are at in filling out necessary documents with a high level of accountability for information verification.

We write solar proposals to B2B and B2C under different brands including residential, off-grid solar, and commercial.

We use it for our sales quoting and completion services.

As a Circus company, I need to include beautiful pictures and vidéos in my quotations, also I need to be flexible about how many artists my clients can book. With PandaDoc, it is very easy for my clients to see very quickly all the possibilities, they can manage the price table themselves by changing the number of artists because they are all an Equipe to take the final décision.

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.

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.

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.

I currently use PandaDoc primarily to send Statements of Work, Change Request SOW's, Partner Agreements and mNDA's. It's great to have this templates in there in an adjustable fashion. I love that for the SOWs it calculates the cost for me, I simple input the number of dev, pm, QA, etc hours and it totals them all up at their various rates with fields for disocunting, etc. It's definitely allowed for faster and more fool proofed contracting! As a company, we are global, so we have several of these templates set up for our various countries at our various rates which is fantastic! We just have to make sure that our footers with links to Ts&Cs have the accurate country laws and such (an 'us' problem, not a PandaDoc. problem!). The user tracking features are definitely the differentiator between PandaDoc and other similar products. Very helpful to know if my contacts are opening their contracts and when. Unfortunately the auto-emails DO end up in spam, so the ability to send as a link in a personalized email is not just handy, but NECESSARY!

I'm using PandaDoc to put out new contractor information, contracts, and background inquiry forms. To start the process of partnering with mental health professionals. We need to have HIPPA confidentiality with the documents that are sent out and received in the process of bringing new mental health professionals on board with our organization.

Currently, it is used only by myself to prepare and send out documents for an electronic signature to our Tax and accounting clients

PandaDoc is currently being used by one user, mostly for sending out proposals and obtaining potential clients' signatures. This allows to convey all the information we need in a detailed quote, and to obtain formal approval from our clients.
We also tentatively use it throughout our projects to obtain approval on selected milestones (example logo or website design approval). This creates a "no turning back" and helps manage the scope of our projects.

We currently use it at our organization for in multiple departments for multiple use cases: sales, HR, legal.

All of our templated and customized sales proposals are generated in PandaDoc. We have it connected deeply with HubSpot and use it in our deal pipelines to generate different templates in a matter of seconds which has drastically reduced the time it takes to generate and send out a proposal from days to minutes.

We also send all of our onboarding documentation out to new hires for independent contractors and full-time hires out through here - such as NDAs, offer letters, and equipment agreements.

I use PandaDoc as a low cost option to get client signature approval on documents. I recommend PandaDoc to clients that want to issue multiple template documents for signature - such as employment contracts.

It is used mainly in Sales. It automates the production of quotes and proposals right through to the generation of agreements for e-signature.