Document-based workflows can consume plenty of your time, no matter if you do them regularly or only sometimes. It doesn’t have to be. In reality, it’s so easy to inject your workflows with extra productiveness and structure if you engage the right solution - DocHub. Sophisticated enough to tackle any document-connected task, our software lets you alter text, images, notes, collaborate on documents with other users, create fillable forms from scratch or web templates, and electronically sign them. We even shield your information with industry-leading security and data protection certifications.
You can access DocHub tools from any place or system. Enjoy spending more time on creative and strategic work, and forget about tiresome editing. Give DocHub a try today and watch your PandaDoc Sample Sales Proposal workflow transform!
In this tutorial, the speaker introduces Panadoc, emphasizing its functionality for creating, sending, and e-signing proposals and quotes without the need for immediate salesperson interaction. The dashboard displays the status of documents—drafted, sent for approval, completed, viewed, expired, or declined—enabling users to monitor their deals and forecast their pipeline effectively. To create a proposal, users can utilize templates, which distinguishes Panadoc from other e-signature tools by offering enhanced capabilities beyond basic e-signing. This feature allows users to design visually appealing proposals efficiently.
