I use PandaDoc to create proposals and contract agreements, and it simplifies the process of creating new documents. The proposal creation is quick and straightforward because we have a defined template to which we can easily add the content slides we need. It's also pretty easy to use with our current workflow.

The control over design application, we used to have to email word documents around and inevitably someone would style things however they wanted or not have the correct version of fonts installed. This caused a lot of last minute reformatting that was rushed. The library is an easy way to have lots of versions of commonly reused content, before we kept all the versions in the template and that file was huge. Control on templates. I like that I can add blocks from the library for creators to choose from, since they're not likely to be aware of all the best options. I like the ability to make some blocks uneditable or locked.

Whole quoting and signoff is electronic and provide you with certification at the end of a signed document as well. Creating, sending and tracking document is easy. Realtime tracking