Are you looking for a document automation platform to help streamline your workflow and optimize sales and marketing tasks? PandaDoc is a cloud-based document management software that helps users create proposals, quotes, human resources documents, contracts, and more. With its comprehensive document workflow automation platform, PandaDoc is designed to help rapidly scaling teams accelerate the ability to create, manage and sign digital documents.
PandaDoc's testimonials show that its services are critical to accelerating the proposal process and generating more sales. After adapting your PandaDoc account to your needs, you can upload one of your previous proposals or choose one of the PandaDoc templates to customize your own. When it comes to creating proposals with fast delivery times, there are few programs that do it as well as PandaDoc.
Yes, once you've sent a PandaDoc proposal via email, customers can sign and return it without even needing a PandaDoc account. PandaDoc's security protocols are certified and meet legal and privacy requirements for customers around the world. PandaDoc also offers the PandaDoc API, which allows you to securely collect and store signatures while customizing your own proposal documents from your own application. People with human resources departments who need help streamlining their workflow also benefit from PandaDoc's features.
Suitable for marketing agencies and established companies, PandaDocs aims to streamline the proposal process and, at the same time, optimize sales and marketing tasks. While third-party integrations are common among proposal creation programs, PandaDocs offers an incredibly strong line up. The vendor states that PandaDoc allows more than 27,000 growing organizations to thrive by eliminating work from the document workflow.
The Essentials Plan gives you access to all of the features of the free plan plus access to PandaDoc's proposal templates and drag-and-drop editor functions. If you are interested in the features of PandaDoc but are not entirely convinced by its services, there are other proposal creation programs on the market.
In conclusion, PandaDoc is a great choice for businesses looking for a comprehensive document automation platform that can help streamline their workflow and optimize sales and marketing tasks. With its secure protocols and third-party integrations, it is an ideal choice for companies of all sizes.