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In this tutorial, the narrator introduces Panadoc, a tool for creating, sending, and e-signing proposals and quotes. It begins with a dashboard overview, showing document stages like drafted, sent for approval, completed, viewed, expired, or declined. This layout helps users assess their deals and forecast their pipeline effectively. To create a proposal, the quickest method is to use templates, which distinguishes Panadoc from other e-signature tools by offering more functionality beyond just e-signature capabilities. Most users leverage Panadoc to enhance the aesthetic appeal and effectiveness of their proposals.
