Doing business involves a lot of meetings and reports. They all require a lot of time, which could be used more efficiently. This is the very reason why many business owners prefer to hold various meetings, discussions, and approval procedures online.
However, there are certain situations when it is impossible or not efficient to conduct an online meeting, for example, joint work with reports. In this case, it is recommended to take advantage of services that offer users the possibility to work with documents online, while providing access to editing functions to their colleagues and partners. This option can significantly optimize the work process, freeing up time for other important tasks.
PandaDoc is a portal that occupies a special place on the global market. The services it provides to users enable users to take advantage of the following tools:
- management of access to perform any operations with documentation;
- availability of ready-to-use samples of the document in its own library;
- capability to sign a document with a digital signature;
- joint work on documents with colleagues or partners;
- availability of analytical tools, which help to track changes both in real-time and in any given period of time.
All these features will help to optimize the workflow of the company and, accordingly, have a positive impact on the performance of all departments. Fast and high-quality communication will enable employees to react to various amendments in a timely manner and take corrective actions.
Client’s check-in with PandaDoc
PandaDoc is a startup that develops software for automating the circulation of documents and tracking trade documents. The platform operates in the field of business proposals, contracts, and electronic signatures. The main resources of this software are ready-to-use templates and a content library.
Pandadoc can be successfully integrated with most contemporary applications and tools, in particular with CRM, HubSpot, Salesforce, Zapier, Stripe, and Dropbox.
PandaDoc software is great for business professionals who need:
- certification of documents with an electronic signature;
- sending and tracking various documents;
- quarterly check-in templates and templates of other documents.
Advantages of using PandaDoc
By the end of 2021, PandaDoc had more than 30,000 customers in 130 countries. It was estimated to be worth $1 billion as a result of the next round of investment. Such popularity is easily explained by the benefits users receive:
- it is possible to create, sign, and send a document in a few minutes and to several recipients at the same time;
- it is possible to create a sample of any document once and save it for future use, adding information as needed;
- it is possible to make a quarterly check-in template for any document;
- due to the software integration with various everyday applications (CRM, HubSpot, Salesforce, Zapier, Stripe, Dropbox, and others), it is possible to download necessary files and documents directly from them;
- when any action is performed in a certain document, be it an amendment or supplement, you can receive real-time push notifications about it.
Potential users also have an opportunity to test the tools provided by PandaDoc during the trial period. You will be able to experience all the advantages of the service without paying a single cent.
PandaDoc offers an actual opportunity to improve your business and do it hassle-free. At the same time. It provides an excellent opportunity to reduce your labor input, as well as save time and expenses.