PandaDoc: So many use cases!

Most of PandaDoc’s customers initially find us to help solve one problem and with that we have quickly become associated with a Sales use case: Proposals, Quotes and Contracts! They are our bread and butter (and probably your organizations too 😉 ).

But, we have tons of clients that started out just creating and sending proposals who now use PandaDoc to streamline much more than sales proposals.

Below is a use of some of the most common use cases we have seen:

Customer Success

Customer Success teams use PandaDoc to enrich their customers’ onboarding experience, guide adoption & expansion conversations, and simplify renewals.

• Enable success for your CSMs with PandaDoc
• Key elements to include in every renewal document

Sales

Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. 

• Developing the perfect Pitch 'Deck" in PandaDoc
• A fully automated team with PandaDoc

Legal & Finance

Legal and Finance teams use PandaDoc to create and send secure, legally-binding contracts and agreements while improving document workflow, insights and speed. 

• Notarizing documents
• PandaDoc for Legal

Marketing

Marketing teams use PandaDoc to enable Sales and Customer Success teams by creating and tracking brand-approved content including templates, case studies, and service descriptions.

• How is Marketing empowering your Sales teams?

Human Resources

HR teams use PandaDoc to create and send secure, legally-binding documents while improving document workflow, insights and speed. 

Your Turn

Are you using PandaDoc for a use case that isn’t listed? Let us hear about it!