What is PandaDoc?
PandaDoc is an all-in-one solution to easily manage the creation, editing, and signing of documents. The tool assists in upgrading your document workflow by helping you create proposals, contracts, forms and more. Integrate PandaDoc with your current CRM tools to maximise its effect.
How does PandaDoc work?
To start of with you willl have to choose between 4 plans which differ based on their features and price. After signing up PandaDoc recommends integrating the CRM tools you are currently using. From now on, let PandaDoc assist in the creation of a variety of documents by using e-signatures, templates, custom fields, approval workflows and more. Above that the tool offers features to analyse and track engagement.
What can you use PandaDoc for?
- Automate document creation by using templates, integrations and a feature for the creation of compliant documents.
- Streamline document creation within your team by using roles and in-document comments, approvals and negotiations.
- Improve the speed and security of signing with built-in electronic signatures.
- Receive real-time insights into what is happening with every document. Track engagement and use analytics to optimise.
What we do
- Tool Stack Audit - understand which tools you’re using and if this fits your best possible tool stack
- Automation Audit - if you have running automations in Pipedrive, Zapier or other automations.
- Operations Audit - what are the core processes that need to be 100%. Our consultant will look at the core operations and how to scale them and make them reliable.
Stefan is the co-founder of Replicable and is specialised in building automated processes.
What we do
- Troubleshoot the issue
- Explain how to solve it
- You fix the issue yourself with our knowledge
- If you don't want to do it yourself, of course we can solve it for you outside the call