PandaDoc is a software platform that streamlines and accelerates your document process. You can create, send, e-Sign and store transactional documents all in one location.
What you can do on PandaDoc:
- Build and share consistent branded content with your team
- Collaborate with your team
- Monitor customer’s behavior
- Open discussion with your customer
- Close deals faster
- Collect payments
- Organize and store documents
- And much more!
Think of it as a solution to streamline all your document workflows.
Most common use cases include:
- Sending and e-Signing Proposals/Agreements/Contracts
- Creating and Sending Quotes
- Integrating PandaDoc into existing workflow in CRM
- And more.
Here's the latest 101 Webinar covering PandaDoc fundamentals (recorded 3/19/2018):
Next Step: Before you start, get familiar with PandaDoc Glossary.