Sales documents that close

We are using PandaDoc in our day to day work. It allowed us to reduce time for paperwork and increasy our Sales Team performance. We are also using Pipedrive as a Customer Relationship Management System and integration with PandaDoc make it easy to track deal status, see all attached documents, their status and statistics on views. It is very powerful set of instruments to use in your Sales Department.

Document management platform for your entire business

On home page of PandaDoc you can find this slogan:

Empower your sales team to create, send, track, and eSign beautiful proposals, quotes, and contracts.


Which is really what it is. How the standard process of any paperwork looks? You preapring the document using MS Word template (in base case), checking that all required data updated and there is nothing wrong in a doc that current customer not suposed to see, then you writing an email with documents (quotation, proposal, contract example), after that you click on Send button and that’s it… sometimes you won’t even get any feedback and you don’t know was the document viewed or not (yo can know is the mail was read, but only if you use mail track software)… It is pain we were facing every single day.

But PandaDoc was a game changer for us. Currently we have templates for each stage of deal, whether it qutoation or contract example, or event invintation, or career proposal we sending it fast and know exactly when, how much times and by whom it was opened, and singed.

We also easily integrated PandaDoc with our CRM system Pipedrive. To be honest it was done in few mouse clicks and right now I can send any kind of document to all participants in open Deal with few more mouse clicks and it is awesome!

Here is a summary of some of our favorite efficiency tools:

  • Pricing tables – highly flexible and configurable price catalogs, that handle whatever you need them to do: taxes, discounts, multiple items and optional add-ons
  • Better Analytics – use of advanced behavior analytics to analyze the content buyers visit and view most
  • Reusable templates — build custom proposals in minutes, instead of hours
  • Content library – quickly pull content from a shared library in just a click — access to text, video, images and graphics.
  • Digital signature – the digital signature capabilities remind you where you have to sign in an elegant, step-by-step way

The best part is that it frees up our time to focus on clients, the relationship, and closing the deal instead of administrative overhead.

Connected workflows with PandaDoc API

Last but not least, the staff at PandaDoc creates a great product with a great API and offers a ton of exceptional integrations. It has killer two-way integration with Google Docs and Zapier and allows you to build workflows that can support every aspect of your business: sales, operations, admin — you name it.

And the tool can link up with your existing tools, which saves money and lets you do more in less time. I can’t say enough good about PandaDoc and I use it daily.

As of November 16, 2022, SIA "Global Future Solutions" has concluded contract no. SKV-L-2022/526 with the Investment and Development Agency of Latvia for receiving support within the framework of the "Promotion of International Competitiveness" measure, which is co-financed by the European Regional Development Fund.