PandaDoc

Intro

Are You still sending pdf or google doc to Your clients as a proposal?

Do You know if they opened it, how many times?

You want to increase revenue with upsells and cross-sells?

That’s why You need a PandaDoc!

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Features

• Send proposals
• Send Quotes
• Manage contracts (internal and external)
• Receive Payments
• Secure, binding eSignatures when you need them: You’re covered with legally binding signatures. Plus we’re ESIGN, UETA, HIPAA and SOC 2 Type II Compliant.
• Integrate with Accounting software like Xero and Quickbooks
• And many more use cases!
• Product merge from CRM
• CRM custom field merge
• Built and edit documents in the mobile app

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Benefits

• 87% increase in completed docs per month
• 50% - 80%  decrease in document creation time
• 36% increase in close rates
• Real time tracking

• Easy to get started: Start with one of 1000+ free templates
• Eliminate endless email chains. Real-time editing, comments and approval workflows ensure your whole team is on the same page.

• Close more business with stunning product catalogs, CPQ (Configure, Price, Quote) and Payments.

Hint: we LOVE  cross-selling  and upselling feature on Pandadoc, where client can choose optional items and their

We have seen clients increase revenue by simply suggesting

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Drawbacks

• No drawbacks

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Our Verdict

10/10. You can launch, run, improve and scale Your Proposal and Quote Configuration, save time and increase revenue.

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Who Can Benefit from PandaDoc?

Any B2B Sales Team!

Pandadoc use cases goes beyond the sales:

• Forms
• Contracts
• HR documents
• Project management
• Contract management system

Will You stop pretending that this has no potential for You?