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 teams use PandaDoc to enrich their customers’ onboarding experience, guide adoption & expansion conversations, and simplify renewals.
Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience.
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.
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.
HR teams use PandaDoc to create and send secure, legally-binding documents while improving document workflow, insights and speed.
Are you using PandaDoc for a use case that isn’t listed? Let us hear about it!
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