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This demo showcases how to use PandaDoc for creating, sending, and e-signing proposals and quotes without direct interaction with a salesperson. The PandaDoc dashboard displays document statuses, including drafted, sent for approval, completed, viewed, expired, or declined, allowing users to assess their deals and forecast their pipeline effectively. For sending a proposal, utilizing a template is the quickest method. PandaDoc differentiates itself from other e-signature tools by offering robust features beyond e-signature capabilities, enabling users to create visually appealing, professional documents.
