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The demo introduces how to use Panadoc for creating, sending, and e-signing proposals and quotes without engaging with a salesperson. The Panadoc dashboard provides an overview of document stages, including drafted, sent for approval, completed, viewed, expired, or declined, allowing users to assess the status of deals and forecast their pipeline. To send a proposal, users can utilize templates, which distinguishes Panadoc from other e-signature tools, enabling the creation of visually appealing documents beyond just e-signatures. This functionality helps users streamline their proposal process and close deals effectively.
