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In this video demo, viewers are introduced to Panadoc, a tool for creating, sending, and e-signing proposals and quotes without the need for a salesperson’s interaction. The dashboard displays the status of documents, including stages such as drafted, sent for approval, completed, viewed, expired, or declined, aiding in deal assessment and pipeline forecasting. To send a proposal efficiently, users are encouraged to start with a template, showcasing Panadoc's advantage over other e-signature tools by allowing for more comprehensive document creation beyond just e-signatures. Most users leverage Panadoc to produce visually appealing proposals.
