How to use PandaDoc in Journey

Including PandaDoc in your journey will facilitate a more seamless and efficient exchange of contracts, proposals and NDAs.

You can create personalized proposals, quickly send out interactive quotes or have contracts approved in real-time.

What is PandaDoc?

PandaDoc is an all-in-one document automation software that streamlines the process of creating, approving, and eSigning proposals, quotes and contracts. Its user-friendly interface makes it easy to design and customize documents, with built-in electronic signatures for quick and secure online approvals.

Why should you use PandaDoc in your Journey?

Use cases

Create Proposals

With PandaDoc, you can readily create personalized, professional proposals that help you stand out and win more deals.

Send Interactive Quotes

Instead of wasting time on generic quotations, use PandaDoc to send interactive, error-free quotes instantly.

Secure eSignatures

Get contracts, agreements or any other documents quickly approved with PandaDoc's secure eSignatures.

Professional Templates

PandaDoc provides a variety of professional templates for proposals, quotes, contracts, and more.

Automated Workflows

Improve your workflow and reduce time spent on administrative tasks with automated document creation and management.

CRM Integrations

PandaDoc integrates seamlessly with popular CRM tools, making it easier for you to track all your customer interactions in one place.

Close Deals Faster

With the option to sign documents electronically, you can significantly reduce the time it takes to finalize deals and contracts.

Journey Example