eSigning PandaDoc Sample Sales Proposal Made Easy

Generate table contract

if you frequently send documents that are similar one to another pandadoc templates will save you a tremendous amount of time most of your company's proposals contracts agreements and other collateral likely use the same wording pandadoc allows for generating these documents faster than you've ever done before let's take a look at a standard nd a template in pandadoc the areas highlighted in yellow brackets are called autofill tokens these are very helpful time savers that can be automatically merged with data from your CRM ERP or any other back-end software you can even create your own custom tokens and fill them out when you're ready to send your documents pandadoc automatically replaces the tokens with your custom information throughout the document if a document is generated from within a CRM or ERP tokens are Auto filled with that system data pandadoc allows for defining roles and placing actionable fields in a template both roles and fields can be predefined within a template our NDA needs to be sent by the sales rep and signed by the client as well as their legal counsel anytime you generate a document real people are assigned to those roles and fields you can even build custom workflows and approval processes within a template a contract involving a lot of money can be required to have a manager approval prior to being sent to the client [Music] finally you can personalize the look and feel of your templates with beautiful document themes as well as having unlimited design flexibility with custom CSS code and hey don't struggle moving your existing word or PDF templates to pandadoc contact us and we'll convert them for you pandadoc smarter documents faster deals [Music]