You’ve done the hard work, you’ve done your pitch, the customer has given a tentative verbal yes now comes the next challenge – getting their signature on the document or contract. Electronic signatures are a new fast way to obtain the customer signature, whilst at the same time simplifying the process for both the customer[…]
Combine the data in your Zoho CRM with pre-built templates within PandaDoc utilising the Zoho CRM and PandaDoc Integration to build proposals, quotes or contracts quickly. Send the document fro PandaDoc for signature, then track when the recipiant has opened the document or which sections they have stayed on the longest. PandaDoc uses electronic signatures,[…]
An important component of building documents is reusable text, build once and replicate many times. The PandaDoc template library allows you to build blocks of text that can be reused and dropped into future documents.By adding content to the PandaDoc template library you can share your work with colleagues to reuse as needed. This video[…]
Previously with PandaDoc you created your document within the application, but a common question was how to add non-PandaDoc files to PandaDoc? PandaDoc now allows you to add non-PandaDoc files to PandaDoc. You can upload a local file (from your computer), Dropbox, Google Drive, Huddle, Box or Onedrive. File types can be PDF, Word documents,[…]
One of the ways of making your PandaDoc documents more interesting and easier to read is by including images in-line with the text. PandaDoc not only allows you to emebed an image but also resize the image and text wrap around it. Images in PandaDoc can also be hyperlinks which, if you choose, can open[…]
Save time by building text in PandaDoc Templates that can be reused. Most company documents contains text which is reused, for example an About Us section. Allow your Marketing team to build standard and approved text which can be used by your sales teams. By using PandaDoc Templates your sales people can concentrate on selling[…]
This video will show you how building templates and library text in PandaDoc can save you time when building proposals. Use PandaDoc to create replicable style and format in quotes, proposals and contracts. Building company approved text that can be selected as required to complete a quote in PandaDoc.
This video will show you how to use PandaDoc to build quotes in your documents. Quotes that will automatically add up, calculate taxes, etc. Build one price list for all employees to use. If you have an existing price list this can be imported into PandaDoc.
PandaDoc is perceived to be quick and easy way to send proposals and get them signed. It does that, and more. One key feature is being able to track, see when a the recipient opens the document. Then you can review what pages they have read and for how long. This video will give you[…]
Send and sign documents electronically with PandaDoc Speed your sales process by using PandaDoc to create your document, send to customer for signature and then they can sign electronically. This video will show you how to upload a contract or agreement from your hard drive, DropBox or Google Drive. From there you’ll learn how to[…]