Are you tired of crafting time consuming documents? Frustrated with inefficient workflows? How much time to 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 also have the ability to 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 empowers 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 on your Insightly record.
Using PandaDoc, you will notice the time your team spends working in 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:
If you would like to learn more about how PandaDoc can automate your business, email me to set up a full demo. Let’s make business simple!