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in this video i'm going to show you how we use pandadoc and salesforce together in our consulting business my name is brian hayes i'm a salesforce and pardot consultant with rotiv we're an official salesforce partner and we teach small businesses how to automate their processes now we've been using panadoc for a while and it's really improved our workflow when it comes to proposals for our customers and really any sort of legal document that we might need a signature for so the first question is what is panadoc pandadoc is a document generation and e-signature tool it integrates with salesforce but it's a separate company it has its own pricing structure its own support and all of that what it's great for is extending the functionality of salesforce and generating documents based off salesforce data now we use panadoc in two different ways the first way is for documents that are generated by salesforce data that we're going to be sending off to our clients most often these are proposa...