By: Emily Cozzens
How fast does your team get documents out the door?
Many PandaDoc customers create and send proposals in 5 minutes or less. These teams all have one thing in common: they use templates 100% of the time.
These 4 tools help you minimize your edit time, maximize your personalization, and shave hours off of your proposal creation.
Pre-Set Content: Identify the consistent content in all of your proposals. Pre-set as much of it as possible in your proposal templates.
In fact, 80% of your proposal content could probably be templatized ahead of time, meaning your team members will spend much less time editing. It’s simple: The less you have to edit a proposal, the faster you can send it out.
Template Roles: Template roles are place-holders for your proposal recipients. They auto-populate information about your client with role tokens, and they also help you pre-assign fields that your recipients will be responsible for filling out.
Pro tip: Create one role for every type of person you send the proposal to, such as “Client” and “Sender.”
CRM Integrations: If you want to eliminate the constant switching between tabs when personalizing your proposals, a CRM integration will be your best friend.
The integration’s placeholder variables map to specific fields in your CRM, allowing you to instantly populate accurate data upon creating your document. The best part is, you can create and send your proposal without ever leaving your CRM.
- Content Library: Just because you’re using a template doesn’t mean you have to use a one-size-fits-all approach.
You can save all of your case studies, product package descriptions, and other marketing collateral in your Content Library. This makes it easy to select the content that is relevant to your customer and insert it into your proposal.
How do you leverage PandaDoc to shave time off of your teams’ proposal creation process?
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