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In this demo, the presenter introduces how to use PandaDoc for creating, sending, and e-signing proposals and quotes without needing to consult a salesperson. The PandaDoc dashboard displays the status of documents, indicating whether they are drafted, sent for approval, completed, viewed, expired, or declined, which helps assess deal stages and forecast the pipeline. To efficiently send a proposal, users can start with a template, showcasing PandaDoc's capabilities beyond standard e-signature tools. Most users leverage its features to create visually appealing documents, enhancing their proposal process.
