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PandaDoc

PandaDoc

Pitch
PandaDoc is accelerating deals from propose to close. Empowering sales teams to simplify the process to generate, negotiate, and eSign proposals, quotes, and contracts.

Features of product

Проблемы Problem Solving
  • Inability to forecast execution timelines
  • Poor timing of management decision making
  • Low quality of customer service
  • High costs of routine operations
  • No automated business processes
  • Unstructured data
  • Low employee productivity
  • HR management
  • Low quality of customer support
  • Low speed of report generation
  • Poor communication and coordination among staff
  • No control over implementation
Ценности Business Values
  • Reduce Costs
  • Enhance Staff Productivity
  • Improve Customer Service
  • Centralize management
  • Recruit
  • Enhance Competitive Ability
Описание

About Product

PandaDoc includes features to create, track and execute documents, as well as functionality for electronic signatures. It consists of features in the following categories: proposals, quotes, team management, content management, branding, tracking, workflow, productivity, etc. It integrates with several CRMs, as well as ERP, payment, cloud storage, and other systems.


Close deals faster and look more professional

 

  • Create documents faster. Quickly create stunning proposals, quotes, and contracts from pre-built templates, content from marketing, and customer data from your CRM.


  • Stand out from the crowd. Create an experience with your customers that would rival any billion dollar company. Beautiful design themes, embedded media, and interactivity give every deal the opportunity to get noticed.


  • A process that scales. Confidently forecast revenue and improve your sales team’s performance with real-time metrics on the number of completed docs, proposal revenue generated, and time-to-close dashboards.


  • Seize the opportunities. Accelerate your sales cycle by seeing which recipients are engaged and which deals are ready to close. Get real-time notification about every interaction with your documents.


  • Seamless integrations. No more sending data with other people’s info, copy paste errors, and small mistakes that create big issues. Out of the box integrations with CRM to allow your team’s proposals to get out the door faster and eliminates manual data entry errors.

Source: www.pandadoc.com

 

 

 

Features of users

Продающие истории Use Cases

TapInfluence increases close rate by 57%

Продающия история

TapInfluence is the leading influencer marketplace connecting brands with social media influencers, enabling brands to tap into the power of influencers and content creators leveraging their authentic, trusted voices. TapInfluence helps customers increase market share through massive reach and optimized engagement to achieve real sales lift.

TapInfluence prides itself on helping brands create an authentic relationship with their targeted audience. So when they realized their proposal process wasn’t making that 1-to-1 connection with their prospect, they knew they had to make a change.

To send marketing collateral or a proposal for review was a jumbled mess. The processes consisted of a chaotic workflow full of PDFs, Excel spreadsheets, off-brand Keynote and Powerpoint presentations, and other disorganized tools.

Because of the number of tools needed, it often meant that the TapInfluence sales team spent less time selling. The existing process unnecessarily dragged out their sales cycle and made it impractical to collect signatures when they needed them.

This old workflow also was impossible to track. Often leaving the team and the Head of Sales in the dark on the status of where current opportunities were in the pipeline.

Learn more: www.pandadoc.com/customers-case-study/tapinfluence/

Work flow chart

Схема
Materials