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In this Panadoc tutorial demo, the presenter highlights how to efficiently create, send, and e-sign proposals and quotes without the need for a salesperson's assistance. The dashboard displays the status of documents, indicating their stages, such as drafted, sent for approval, viewed, expired, or declined, allowing users to assess deal statuses and forecast their pipeline. To create a proposal, users can utilize templates, showcasing Panadoc's unique capability beyond standard e-signature tools. Most users appreciate the ability to design visually appealing documents, facilitating deal closures.
