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In this demo, the presenter introduces Panadoc, a tool for creating, sending, and e-signing proposals and quotes without needing to consult a salesperson. The Panadoc dashboard provides an overview of document status, indicating stages such as drafted, sent for approval, completed, viewed, expired, or declined, which helps in assessing deal progress and forecasting the sales pipeline. To create a proposal efficiently, users can start from a template, showcasing Panadoc's unique capabilities beyond simple e-signature functions, allowing users to produce visually appealing documents that enhance their proposals.
