1.Control what you sell Manage your offerings by batching products and services in combinations that make sense. Plus, you can easily keep your product data current across all platforms, assign the right pricing structure and billing frequencies to all your products and services.
2.Create a guided quoting experience Make inconsistencies and inaccuracies a thing of the past and have your sales teams tailor quotes to your prospects’ needs with a step-by-step selling workflow.
3.Showcase products interactively No matter what you’re selling, we give you the tools to present your products and services elegantly. The end result: quotes that are engaging and informative.
4.Save time creating documents Set rules that automatically update the content or fields to your customers’ needs. Tailor docs to recipient use cases, industry and company size.
5.Maintain consistency while you customize Make documents specific to your business relationships without letting important details fall through the cracks. Placeholders help guide your team to choose the pieces of content like case studies, that are most relevant to the recipient.
6.Minimize mistakes by pre-selecting items Ensure the right info is easily added to documents without spending time searching for content. Deliver flawless documents every time in a single template that can accommodate different content for different recipients.
7.Maintain document control Even if your legacy documents were built without Pandadoc, our cloud-based repository allows you to import them in bulk, with multiple files as separate documents.
8.Locate agreements quicker Save time by using a powerful search engine with ranking logic to find documents. Combine that with filters that can sort by status, date, owner and recipients.
9.Stay in the know after you click send Get real-time status updates on your documents, including the recipients involved, audit trails and more. Knowing where your documents are in their respective workflows will allow you to quickly take action when needed.
10.Distribute content quickly Create multiple, fully-customizable workspaces in minutes. Switch between them seamlessly to track progress.
11.Keep content organized Folders and tags help you get the job done. Plus, prevent unwanted edits by creating custom roles and permissions within each workspace.
12.Customize workspaces to fit your teams’ needs Increase productivity, with helpful tools such as templates. Catalog items and reporting. You can even brand workspaces to simplify navigation.
13.Keep sensitive documents safe Add new users by invitation only to prevent unwanted access to documents. Set various roles and permissions separately for members of each workspace.