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PandaDoc

PandaDoc is a comprehensive document workflow solution designed to help businesses create, manage, and sign documents more efficiently. The platform offers a wide range of features including document creation, e-signatures, workflow automation, and analytics. Companies use PandaDoc to streamline their sales processes, improve collaboration among team members, and provide a better experience for their customers. With its user-friendly interface, extensive template library, and integrations with popular business tools, PandaDoc aims to simplify document management and accelerate deal closure for businesses of all sizes.

In this video, you will see how PandaDoc helps you make, send, and track proposals and quotes fast. You learn to build a template with placeholders and drag and drop text, images, pricing tables, and fillable fields. Variables fill in customer info for you to avoid mistakes. You set up e-signatures, reminders, and automatic expirations so you spend less time on follow-ups. Finally, view stats and connect PandaDoc to your business apps and payment services to collect signatures and payments with ease.

Introduction to PandaDoc: what you’ll learn in this video about creating, tracking, and closing proposals and quotes.

Welcome & Overview

Log into PandaDoc and start your free trial by creating a blank template that will save you time and prevent errors later.

Getting Started: Logging In & Template Basics

Add template roles for sender and recipient, and enable the “Suggest Edits” feature so prospects can collaborate directly in your document.

Setting Up Roles & Collaboration

Get to know the editor interface and content blocks—text, images, tables, videos, quote builder, smart content, and more.

Exploring the PandaDoc Editor

Add a cover page with a background image, logo, title, and variables to auto-populate personalized information.

Designing a Cover Page & Variables

Drag and drop text and image blocks to build pages; learn how the grid system works and explore pre-built pages in the Template Library.

Building Content Pages & Template Library

Insert a pricing table, link it to your CRM or use it manually, and enable optional items and quantity toggles for prospects.

Creating Interactive Pricing Tables

Drag in signature fields, dates, initials, checkboxes, and more. Set up automatic expirations, reminders, and renewals at the template level.

Adding Fillable Fields & Automation

Use your template to create a document, assign recipient roles, verify variables and pricing, and send via email, link, or in person.

Sending Your Document

Monitor document status and engagement with analytics: views, time spent, page insights, and automated notifications for follow-up.

Tracking & Analytics

Cloud-based platform for creating, managing, and e-signing business documents efficiently.


Sales Director/Manager Chief Revenue Officer (CRO) HR Director Chief Operations Officer (COO) Small Business Owner/Entrepreneur

Diverse, including Technology, Financial Services, Professional Services, Real Estate, and Healthcare

PandaDoc is a company that helps businesses create, send, and manage important documents like contracts, proposals, and quotes. Their tools make it easier to handle paperwork and get electronic signatures quickly. 

company_summary

Companies use PandaDoc in various ways:

- **Sales Proposals**: Create and send proposals to potential customers.
- **Contracts**: Draft and manage contracts with clients or partners.
- **Quotes**: Provide pricing information to customers.
- **Forms**: Collect information from customers or employees.
- **Payments**: Receive payments directly through documents.

For example, TheKey, a healthcare company, saves over 3,000 hours a year by using PandaDoc to manage their documents. ([pandadoc.com](https://www.pandadoc.com/blog/top-5-pandadoc-features/?utm_source=openai))

use_cases

Some notable companies that use PandaDoc include:

- **Autodesk**: A software company that uses PandaDoc to track sales metrics across its organization. 
- **Nomad**: A company that reduced customer acquisition costs by 20% with PandaDoc. 
- **TheKey**: A healthcare company that saves over 3,000 hours per year using PandaDoc. 

best_customers

PandaDoc stands out because it combines document creation, electronic signatures, and payment collection in one easy-to-use platform. This helps businesses handle their paperwork more efficiently and close deals faster. 

company_uniqueness

For more information on PandaDoc's legal policies, you can visit their Privacy Policy and Terms of Service pages: 

legal_info

PandaDoc is designed for businesses of all sizes, from small startups to large companies. It's especially useful for:

- **Sales Teams**: People who sell products or services.
- **Marketing Teams**: People who promote the business.
- **Human Resources (HR)**: People who manage employees.
- **Legal Teams**: People who handle legal matters.
- **Customer Success Teams**: People who help customers be happy with the product.

Industries that often use PandaDoc include technology, healthcare, education, construction, and professional services. 

company_icp

PandaDoc offers different pricing plans to fit various needs. For detailed pricing information, you can visit their pricing page: 

price_estimate

PandaDoc offers several helpful features:

- **Document Creation**: Easily make professional documents using templates and a simple editor. ([pandadoc.com](https://www.pandadoc.com/features/?utm_source=openai))
- **Electronic Signatures**: Get documents signed online quickly and securely. ([pandadoc.com](https://www.pandadoc.com/features/?utm_source=openai))
- **Real-Time Tracking**: See when someone opens, views, or signs your document. ([pandadoc.com](https://www.pandadoc.com/features/?utm_source=openai))
- **Integrations**: Connect with other tools like Salesforce, HubSpot, and more. ([pandadoc.com](https://www.pandadoc.com/features/?utm_source=openai))
- **Payment Collection**: Collect payments directly through your documents. ([pandadoc.com](https://www.pandadoc.com/features/?utm_source=openai))