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Electronic signature software sales proposal template

in this video we are going to take a look at pandadoc the document automation application that allows you to send quotes proposals contracts and other documents and get electronic signatures when you open panner dock you will see the dashboard these boxes indicate what is happening with the documents you and your company sent in the last week in this case we have five drafts one that has been sent 18 that have been viewed this week and 10 that have been signed and completed you can also see other categories like expired or decline documents you can change the snapshot view by clicking on these buns you can also filter what documents you want to see by clicking here on the right side you can see the timeline it shows the different activities happening with the different documents you and your company have sent organized by time in this case we can see that this person viewed the proposal we sent him one hour ago there are different ways to create and send a new document one of them is doing it from the dashboard click on new document and then on document in this new window you can select one of the templates or start a new document from scratch in this case we are going to use a proposal template once you select the template this new window will ask to assign roles to people depending on the signature is required to complete the document you will have more or less roles in this case the only signature require to consider the document is completed is a client signature so we are going to add the client to the client field click here and start typing the client's name once you see the result click on it if the contact is not here you can add it as a new contact now click on start editing the proposal has been created you can customize the texts and pricing table once the document is ready click on send here you can change the name of the document to describe it better so you can find it easily later on neck lick on save and continue this last window will show here you can add a message to the person who receives the proposal knows what it is about finally click on send document you can also send PDF documents that require an electronic signature click on new document and then on upload drag and drop the file here or click on select file to upload it from your computer once it's uploaded this new window will open here you can add all the required fields to complete this document like text fields dates and signature now assign all fields to the signer you finally click on send here change the name of the document and click on save and continue in this last window add a personalized message and click on send document let's go back to the dashboard on the left side of the screen you can find the menu in documents you can find all the documents that have been sent by you and other panel users in your organization you can use a search bar to search for documents you can also filter them using the different options in the left panel this column shows the document name this on the status this one the value and the last one when the document has been modified click on any document to open it here you can see the messages or comments in this document as well as the audit trail and actions related to this document click on documents to go back templates show you the different templates that are available for you to use you can have as many templates as you need you can also organize them in folders click on any template to open it in this new window you can modify the template adding or removing elements the changes will be saved automatically once you have finished modifying the document click on templates to go back to create a new template use the create button the content library shows a list of elements available for you to add to the documents you are creating we will review how to use these elements in a different video catalogs the list of products or services that your organization offers these items are linked to the pricing table click on any item to modify it you can also create a new item using the new catalog item button in the contacts tab you will find a list of all the contacts in the system you can click on new contact to add contacts click on the magnifier to search for any contact if you click on any contact you will see a list of documents related to this contact in the add-on store you will find a list of add-ons available for your documents there are a lot of options here click on any of the add-ons to see more information about it if the add-on is not enabled click on the add to panic button to enable it in the settings tab you will find options related to your account profile billing team etc in your profile you can change your name and profile picture you can also set up a signature so it's easier for you to sign a documents in the notification section you can select what email notifications you would like to receive and branding you can change the logo and color scheme if you would like to accept online payments through pandadoc you can configure it in the payments getaways tab in integrations you will find different native integrations available to link pan or dock with different apps that you might be using so the apps can talk to each other and share information in teams you can add or remove team members as well as change the roles in settings you can change the general settings related to the documents you create like signature types expiration email attachments and more finally on the saved messages tab you can manage and create message templates that you can use every time use in a new document you