Converting proposal to contract

Follow

Susan Feigenbaum

• May 27, 2022 00:30

Here is what I want to do - and I'd love to hear the workarounds to achieve what it seems PandaDoc can not.

I want my team to create a proposal - based on the subsequent conversations, that proposal will likely be edited and re-shared with the client.  Then I would like my rep to be able to take the most recently edited version and convert it into a contract, including T&Cs, and send it out to the client for signature.  

Sadly, I'm coming to realize, you get one shot with your PandaDoc document, and then you have to essentially keep recreating it -- it's cumbersome and complicated and my team isn't tech-savvy enough to do it.  

Any suggestions? 

0

• 

  Rocky Dohmen

  • May 27, 2022 11:32

  Hi Susan,

  It sounds like you might be describing the ability to Transfer data from one document to another, this is a feature currently found in both PandaDoc's Business and Enterprise plans. Essentially, you can generate a new document based on an existing one that will automatically include your client’s data and pricing details.

  

  Please follow this link for more information. 

  Thanks!

  0

  Comment actions Permalink

Please sign in to leave a comment.