PandaDoc

We often need to have clients execute documents - from retainers to settlement agreements. Having clients come into our office simply to sign documents these days is an enormous waste of time for both our clients and our staff. PandaDoc enables us to email our clients quickly and easily to e-sign their documents while also providing us with tracking so that we can see the progress - whether they've opened the document to review it and when they've signed it. The dashboard makes the process simple.

I am on the sales team, and we use PandaDoc to create agreements to send to clients so they can sign the terms and pay when a deal closes.

We use PandaDoc to create, send, and sign agreements with our customers. It saves us immense amounts of time because we can use templates and customize them for each customer if needed. it's also a super easy way for us to keep track of all agreements and ensure the data of agreements is synced with our customer profiles in our CRM system.

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 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.