Are you tired of crafting time-consuming documents? Frustrated with inefficient workflows? How much time do you spend writing proposals or contracts and then following up on those contracts?
Let me introduce you to PandaDoc, an end-to-end document automation solution. Within PandaDoc, you can create and send documents for review and collaboration. Document recipients can also instantly sign or make a payment with in-document credit card transactions and eSigning capabilities.
A More Efficient Option
I love utilizing PandaDoc to save time, close deals faster, and get real data! General proposals or contracts can be created and saved as customizable templates. Documents can be exchanged quickly and securely. And PandaDoc’s Analytics track when documents are opened, forwarded, or downloaded. It will even track how long the recipients are spending on each page!
Real-time notifications when a recipient opens, views, comments, or completes the document empower your team to react when your prospect is ready to engage.
Integrate With Your CRM
If you are using Insightly CRM, PandaDoc is a must because of its smooth integration. Your data will push directly from Insightly to PandaDoc and the files will be automatically linked to your Insightly record.
Using PandaDoc, you will notice the time your team spends working on a document’s workflow is dramatically reduced. Teams that use PandaDoc see a 30% decrease in time to close, 2x closed deals per month, and a 65% decrease in document creation time!
Learn how to automate your next proposal with PandaDoc. I’ll show you how easy it is here: