PandaDoc

Best for sales teams and contract-heavy businesses

PandaDoc is purpose-built for organisations that deal with a steady stream of proposals, contracts and similar documents. Sales teams and legal departments can automate time-consuming document creation tasks, ensuring every proposal and agreement meets professional and compliance standards. In a high-volume environment for example, B2B service firms or SaaS companies sending many proposals PandaDoc adds structure and consistency. It shines when you need to generate tailored documents repeatedly without starting from scratch each time. If your business rarely sends formal proposals or contracts, however, a lighter solution might suffice.

Seamless eSignature and approval process

One of PandaDoc’s core strengths is its built-in electronic signatures and workflow approvals. Instead of juggling separate eSign apps, everything is integrated: clients can open a proposal, sign it digitally on any device, and trigger internal approval steps in one flow. This cuts down the delays of manual paperwork and email back-and-forth, helping deals close faster. You can configure approval workflows (e.g. manager sign-off) before documents go out, adding control without bogging down the process. For teams under pressure to get contracts signed swiftly, this seamless eSign process is a major efficiency gain.

Deep integration with CRMs and payment processors

PandaDoc connects nicely with the rest of your B2B tech stack. It offers native integrations with popular CRMs like HubSpot, Salesforce and Pipedrive, so sales reps can create/send proposals right from the CRM. Deal data auto-fills into documents, and once signed, PandaDoc can update your pipeline status automatically. It also hooks into payment gateways such as Stripe, PayPal and QuickBooks, enabling you to collect deposits or payments inside the proposal. This integration means less copy-pasting and fewer errors a relief for teams who want a smooth quote-to-cash journey. Do check that PandaDoc supports all the tools in your workflow; if you rely on a very niche system, you may need to use Zapier or the API as a bridge.

Higher cost for advanced features

While PandaDoc has a free eSign plan and affordable entry-tier, you’ll need a higher-tier subscription to unlock its most valuable features. For instance, content libraries, custom branding, advanced analytics and certain integrations only come with the Business plan (approx. $49 per user/month) or above. Smaller teams on tight budgets might find this steep, especially since each additional user adds cost. Some capabilities are add-ons (Salesforce integration, advanced reporting, etc.), and certain compliance features (like HIPAA or Qualified Electronic Signatures) require annual plans. In short, ensure you’ve identified which features you truly need. PandaDoc is a worthwhile investment if streamlined document workflow will save significant time or win more deals, but if you only need basic eSigning, cheaper alternatives exist. As one review noted, the pricing is not ideal for very small businesses, so weigh the ROI against the subscription cost.

As a B2B growth lead and former agency founder, I’ve implemented PandaDoc across multiple organisations and seen it from all angles. In my experience, the tool delivers clear benefits in speeding up sales paperwork and adding professionalism. Creating proposals used to be a tedious copy-paste job; with PandaDoc, our team built templates once and reused them, which drastically cut proposal prep time. The content library deserves praise we saved our best case studies, product descriptions and fee tables as reusable blocks, so assembling a new proposal became a quick “choose your own adventure” instead of reinventing the wheel. The result was not just time saved, but a more consistent, polished output that impressed prospects. Teams under heavy workload appreciated these efficiencies, and features like automatic reminders to clients (which gently nudge them to sign) made a noticeable difference nothing falls through the cracks. In fact, some users have reported substantial improvements like a 14× faster proposal creation cycle after rolling out PandaDoc, and I’ve witnessed similar momentum in our own workflow.

No tool is perfect, and PandaDoc has its drawbacks. First, there is a learning curve, particularly if you want to leverage advanced features. Basic use editing a template and sending for eSignature is quite straightforward. However, when we started setting up conditional content, complex pricing tables, or custom integrations, it took some training and trial-and-error. Less tech-savvy team members needed a solid onboarding to avoid confusion, as the interface packs in a lot of options. Second, the platform can occasionally feel heavy. For very large documents (dozens of pages with many images or fields), the editor sometimes lagged; we noticed slower load times and a few glitches when pushing it to its limits. It’s not deal-breaking, but it reminded us to keep things as streamlined as possible. There’s also the matter of email deliverability PandaDoc sends proposal links via email by default, and a few times our clients missed them because the emails landed in spam. We learned to customise email settings and sometimes follow up personally if a client hadn’t viewed a document, but it’s a quirk to be aware of (some peers have flagged this issue as well). Lastly, cost can ramp up if you have a large team. For one agency client, equipping all sales reps with licenses was initially hard to justify, so we started with a small team pilot. Over time, the efficiency gains convinced us it was worth the spend, but new users should plan for that investment.

Overall, I’d describe PandaDoc as a powerful engine for proposal workflows one that delivers speed and clarity to the sales process but it needs the right conditions to flourish. It fits best in organisations where a lot of documents are flying around and standardisation is a challenge. If you’re only sending a couple of contracts a month, PandaDoc might be overkill. But if you’re a growing B2B company or agency handling dozens of proposals, the productivity boost is real. Just go in with realistic expectations: allocate time for your team to learn the ropes, and map out which features you truly need so you don’t overpay. In my honest view, PandaDoc has been a valuable ally for growth when used thoughtfully it systemises a once-chaotic part of the funnel but it won’t magically fix a broken sales process without effort and alignment. Use it as a catalyst for better workflows, and it can absolutely help your team close deals with less hassle.

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Proposals and sales contracts are often the lifeblood of B2B growth but they can also be a bottleneck. Many marketers and founders know the pain of a deal slowing down because of document delays or errors. PandaDoc is an all-in-one document automation platform designed to eliminate those frictions by streamlining how you create, approve, and sign business documents. In this ultimate guide, we’ll explore PandaDoc’s features and benefits in depth, share best practices from the field, outline typical workflows, and help you decide where PandaDoc fits into your growth stack. Whether you’re a marketing leader trying to empower your sales team, or a founder looking to scale your client onboarding, this guide will give you a clear understanding of what PandaDoc can (and can’t) do for you.

Key features and benefits

PandaDoc isn’t just an eSignature tool it’s a robust platform covering the entire document lifecycle from drafting to payment. Here are its standout features and how they benefit B2B teams:

Templates and content library

At the heart of PandaDoc is its template capability. You can create reusable proposal or contract templates that save countless hours on future documents. For example, a marketing agency might have a master proposal template with pre-approved sections for scope, case studies, pricing, and T&Cs. PandaDoc allows you to clone that template for each new client, then just fill in the specifics. The benefit is consistency every proposal follows your best practices and branding, reducing errors and omissions. PandaDoc also provides an extensive library of 750+ ready-made templates for various use cases if you don’t want to start from zero. In addition, the content library lets you save snippets or blocks of content (like a client testimonial blurb, a product spec sheet, or a legal clause) and drop them into any document on the fly. This is incredibly useful for marketers who want to ensure the latest messaging and assets are used by the sales team. Using templates and content blocks, one company was able to generate ~10 documents from a single template on average, massively speeding up proposal turnarounds. The bottom line: templates and content libraries turn your document creation into a scalable, efficient process.

Document editor and collaboration

PandaDoc’s document editor is a drag-and-drop, WYSIWYG (what-you-see-is-what-you-get) interface. If you can use Word or Google Docs, you can get comfortable with PandaDoc’s editor quickly. You can add text, tables, images, pricing tables, and even embedded videos to spruce up your proposals. In fact, including rich media isn’t just for looks PandaDoc’s data shows proposals with at least one image or video are 32% more likely to close successfully. The editor also supports real-time collaboration, meaning multiple team members can comment and edit simultaneously, much like Google Docs. This is great for when marketing needs to refine some wording while sales works on pricing in the same document. It reduces the back-and-forth of email drafts. You can also control content locking for example, the finance team might lock the pricing section so sales reps can’t alter approved discounts. Overall, the editor balances flexibility with control, so your proposals can be both tailored and compliant.

E-signatures and approval workflows

PandaDoc includes legally binding eSignature functionality on all its plans, so you don’t need a separate signing service. You simply drag a signature field onto the document for each signer. Clients can sign from any device with a click, and PandaDoc handles the security and audit trail (compliant with ESIGN and EU eIDAS standards). In practical terms, this means no more printing, signing, scanning deals close faster and with less effort. Every signed document comes with a certificate of completion for legal evidence. Beyond client signatures, PandaDoc supports internal approval workflows. You can set up rules like “if deal value is over £50k, require legal team approval before sending” the document will route to the right people internally and only go out to the client once approved. This ensures compliance and oversight even as you automate the process. The combination of instant eSigning and automated approvals can significantly compress your sales cycle. For instance, one sales team cut their proposal review time by 82% by using PandaDoc to automate approvals and signing in one go. For marketers and founders, these faster turnaround times mean campaigns and deals start yielding results sooner.

Tracking and analytics

Once a proposal is sent, the waiting game begins but PandaDoc turns this into an insightful period rather than a blind spot. The platform tracks when recipients open the document, how long they spend on each page, and whether they forward it along. You’ll get real-time notifications (“Prospect John Doe viewed ‘Proposal_XYZ’ at 3:45 PM”) and can even see if, say, they lingered on the pricing page for 5 minutes. This feedback is gold for a sales team: it signals when to follow up and what to emphasise. If you see a prospect hasn’t viewed the proposal at all, you might decide to send a reminder (PandaDoc can automate gentle reminder emails for you). Conversely, if you see they opened it multiple times, you know they’re interested perhaps follow up with a call to address any questions. Over time, marketers can aggregate these analytics to understand what content works best. For example, if 80% of prospects skip the “About Us” section and jump straight to pricing, maybe shorten that section. PandaDoc’s analytics turn document management into a source of data-driven insight, allowing continuous improvement of your sales collateral.

Payment collection and forms

A unique benefit PandaDoc offers, especially useful for service businesses and coaches/consultants, is the ability to collect payments upon signing. By integrating Stripe, PayPal or other processors, you can insert a payment field right into a proposal or contract. This means a client can sign and pay (for example, pay a deposit or first invoice) in one step, securely through the document. It removes friction from the closing process no need to chase invoices later or direct the client to a separate payment portal. From a growth perspective, anything that improves cash flow and reduces admin is a win. Additionally, PandaDoc has a Forms feature (available on Business plan) that lets you create reusable form documents. Think of it like turning a document into a self-service form that you can embed on your website or send as a link. For instance, an HR team could use it for job offer letters where the candidate just fills in details and e-signs, or a marketing team could publish an NDA form for partners to quickly sign. Forms broaden the use of PandaDoc beyond just proposals they’re handy whenever you need to collect structured info and a signature in a repeatable way.

CRM and app integrations

Modern B2B teams rely on a stack of software, and PandaDoc is built to slot into that ecosystem. On the CRM side, PandaDoc offers out-of-the-box integrations with HubSpot, Salesforce, Zoho, Pipedrive, Microsoft Dynamics, and more. The immediate benefit is no duplicate data entry you can pull deal data (like contact info, company name, deal value, product line items) directly into a proposal template. Once the document is completed, the integration can log the activity on the CRM timeline, change deal stage to “Closed Won,” attach the signed PDF, etc. This keeps sales and marketing in sync; for example, marketing ops can later easily find all closed deals and measure proposal turnaround time because everything is tracked in the CRM. Besides CRM, PandaDoc integrates with various other tools: payment systems (as noted above), cloud storage (e.g. Google Drive, Dropbox for saving final PDFs), and communication tools like Slack (you can get Slack alerts on document status). There’s also Zapier integration for hooking into thousands of apps, and an API for custom development if you need to do something very tailored. Practically, even if your team uses a niche tool, chances are you can connect it to PandaDoc one way or another. Setting up these integrations can automate tedious steps for example, a Zapier workflow might update a Google Sheet or send a custom email whenever a proposal is signed. In summary, PandaDoc plays well with other systems, which is critical for maintaining a smooth end-to-end growth workflow.

Best practices for getting the most out of PandaDoc

Having deployed PandaDoc in different organisations, I’ve learned a few best practices that help ensure you reap its full value. Here are some tips to implement PandaDoc successfully:

Invest time in template design and branding

Don’t rush the setup take the time up front to create templates that are well-designed and on-brand. Involve your marketing team or a designer to make sure the proposal template uses your company colours, fonts, and logo, and has a clean layout. PandaDoc’s editor lets you customise these elements (on Business plan you can even remove PandaDoc logos and use your own domain for document links). A good template should cover 80% of what typically goes into your proposals, with placeholder fields for the rest. Think of it like building a master presentation deck it’s worth the effort because it will be reused hundreds of times. Also, set up your content library with the latest approved content. For example, if product marketing has written new case studies or updated pricing sheets, load those into PandaDoc so the sales team can easily pull them in. This upfront preparation creates a system that generates proposals which are both efficient and high quality. One pro tip: create an internal checklist or SOP for proposals, including which template to use for which scenario, so there’s no confusion for your team.

Train your team and define the workflow

Introducing PandaDoc will change how your sales and account teams do their day-to-day work, so change management is important. Provide a training session for all users walk through how to pick a template, how to edit fields, how to send documents, and how to track status. Emphasise the benefits (time saved, insight gained) to get buy-in, but also set clear expectations on following the new process. It helps to define roles: e.g. Sales reps draft the proposal from a template, Sales manager approves anything over a certain value, Legal gives final sign-off on MSA terms, etc. You can configure these roles in PandaDoc’s workflow settings. Also, encourage team members to make use of commenting and collaboration features rather than doing edits offline. This keeps everything within the platform. Early on, it’s wise to monitor usage for instance, as a growth lead you might periodically review a few sent documents to ensure the team isn’t deviating from templates or leaving placeholders unfilled. It’s not about policing, but about catching mistakes in the new system and continuously improving the process.

Leverage CRM integration and automation

Maximise the integration with your CRM from day one. If you use HubSpot, for example, install the PandaDoc integration and teach the team to create proposals from within a deal record. This ensures all proposal activity ties back to the CRM, which is a huge win for reporting and alignment. You can even set up automation like “when a proposal is completed, advance the deal stage and trigger an email to Finance.” Similarly, consider using PandaDoc’s Zapier connectors or native workflows for follow-up. A common best practice is to automate reminders: if a document is “Waiting for Signature” for 3 days, PandaDoc can auto-send a polite reminder email to the client (this feature is built-in). You could also use Slack integration to post in a team channel whenever a big deal is signed a nice way to celebrate wins in real-time. By weaving PandaDoc into your existing tools, you reduce context-switching. Salespeople stay in one environment and data flows where it needs to, which in turn gives marketing better visibility. For instance, if you know proposals for a certain product line are closing faster, that’s insight marketing can use to allocate budget or double down on similar prospects. All of this comes from proper integration and automation usage.

Monitor document performance and iterate

Treat your proposals and documents as living assets that can be optimised. PandaDoc’s analytics (document views, time spent, drop-off pages) should feed back into how you refine your content. Schedule a quarterly or monthly review of these metrics. If you see, for example, that prospects spend on average only 10 seconds on your “About Us” page but 2 minutes on the ROI justification page, consider trimming the fluff and focusing on what they care about. Or if a particular section is often not viewed at all, perhaps it’s better sent as optional appendix or removed. Some teams even A/B test different proposal formats since it’s easy to tweak a template, you could experiment one quarter with a shorter proposal vs. a longer one and see which closes more deals or gets faster signatures. Additionally, pay attention to cycle times: is PandaDoc actually speeding up your process? If not, identify the bottlenecks. Maybe the delay is on internal approvals in which case, try simplifying the approval chain or raising threshold values. Continuous improvement is a hallmark of growth, and documents shouldn’t be an exception. PandaDoc gives you the data to apply a conversion-rate optimisation mindset to sales collateral, which historically was hard to measure.

Maintain security and compliance

When dealing with contracts and signatures, security is paramount. PandaDoc is secure and offers things like role-based access, encryption, and audit trails by default. Still, you should follow best practices on your side. Use strong permissions for example, only certain people should be able to delete or export documents. If you handle sensitive data, consider enabling features like two-factor authentication for signers or password-protecting documents (PandaDoc allows you to add a passcode or SMS verification for recipients on Business/Enterprise plans). For regulated industries or regions, PandaDoc’s compliance (GDPR, HIPAA, etc.) might be a factor ensure you are on the appropriate plan if those are needed. It’s also a good idea to periodically audit your content library and templates to ensure they don’t contain outdated or incorrect info (for instance, an old legal clause that’s no longer valid). Keeping everything up to date and secure will prevent snafus down the line. This is more about organisational diligence than the tool itself, but it all contributes to a smoother experience.

Example workflow: from lead to signed contract

To illustrate how PandaDoc can fit into your sales process, let’s walk through a typical workflow step by step:

1. Lead identified: A new B2B lead arrives (say, via your website or a sales outreach). The sales rep engages and qualifies the opportunity in the CRM.
   
   
2. Proposal creation: When the lead is ready for a proposal or quote, the rep clicks “Create proposal” from the deal in the CRM (thanks to the PandaDoc integration). They choose the appropriate PandaDoc template for example, “Standard SaaS Proposal”. Key fields like client name, address, and the products/pricing discussed are automatically pulled in from the CRM deal record.
   
   
3. Customising the document: The rep reviews the generated proposal in PandaDoc. They might fill in a few custom details (e.g. specific client challenges to be addressed, or selecting optional product add-ons in a pricing table). The rep can drag in extra content blocks from the library if needed, such as a relevant case study for that client’s industry.
   
   
4. Internal approval: Before sending, the proposal might need an approval since the deal value is high. PandaDoc routes the document to the sales manager or legal team automatically. They get a notification, open the doc, and add their e-signature or a quick comment approval in-app. Once approved, the rep is notified that they can proceed.
   
   
5. Client viewing and signing: The rep sends the proposal to the client through PandaDoc by adding the client’s email and a personalised message. The client receives an email with a secure link to the proposal. They open it on their laptop (no login needed) and review the pages. Let’s say the client has a question on the implementation timeline they use the commenting feature to ask directly within the document. The rep gets an alert and responds in the comment thread, clarifying the timeline.
   
   
6. Close and payment: Satisfied, the client e-signs the document on the final page. Because a deposit was required, they also enter their credit card details into the integrated Stripe payment form in the proposal and pay on the spot. PandaDoc records the signature and payment, and immediately emails a copy of the signed agreement to both parties.
   
   
7. CRM update and follow-through: The moment the contract is signed, PandaDoc pushes the status to the CRM. The deal is marked as “Closed Won” and the signed PDF is attached to the deal record. The sales team celebrates (perhaps via an automatic Slack notification). The marketing team, which had set up an onboarding email sequence in HubSpot triggered by deal closure, sees that sequence fire automatically. Meanwhile, your finance system (QuickBooks, for instance) was also integrated it logs the paid invoice or deposit. The client is now in the onboarding pipeline without anyone missing a beat.
   
   

In this workflow, notice how PandaDoc served as the connective tissue that brought speed and visibility: the rep spent minimal time on document prep, the client had an easy signing experience, and all departments sales, marketing, finance stayed aligned via integrations. It reduced friction at each step where traditionally things could stall (drafting, approvals, waiting for signature or payment, manual data entry after closing). For a growth-focused organisation, this kind of streamlined process means you can handle more deals in parallel and with greater reliability.

When PandaDoc is a good fit vs. when it isn’t

Like any tool, PandaDoc is not one-size-fits-all. It excels in certain scenarios and might be overkill in others. Here’s how to determine if it’s right for you:

PandaDoc is a strong fit if:

• You send a high volume of proposals, quotes, or contracts regularly as part of your sales process. The more documents you handle, the more value you get from automating them.
  
  
• Consistency and professionalism in documents are important. Teams that want to ensure every proposal looks on-brand and error-free will benefit from templates and approval workflows.
  
  
• Speed is of the essence. If your sales cycles are being slowed by paperwork (waiting for signatures, or deals slipping because a contract wasn’t sent in time), PandaDoc can accelerate those steps.
  
  
• You already use a CRM and other sales tools that PandaDoc can integrate with. The tool will shine when it’s embedded in your existing system for example, a HubSpot-centric company can seamlessly add PandaDoc and turbo-charge their quote generation.
  
  
• You need features beyond just e-signing. If you want document tracking analytics, content libraries, CPQ (configure-price-quote) capabilities, or in-document payments, PandaDoc offers all of this in one package. It’s particularly useful for revenue operations teams looking for an all-in-one solution to manage the “documents” stage of the funnel.
  

PandaDoc might not be the best choice if:

• You only require basic eSignatures on the occasional document. In this case, simpler and cheaper eSign tools (like DocuSign or Dropbox Sign) or even built-in signing within PDF software might do the job. PandaDoc’s richness would be underutilised if you send perhaps one contract a month with minimal content variation.
  
  
• Your team is extremely small or just starting out, with a tight budget. The cost of PandaDoc (especially the Business plan) might not justify the convenience if you can manually handle proposals without much trouble. Many startups begin with Word/Google Docs and free e-sign solutions; that’s fine until volume grows. You can revisit PandaDoc later when scaling demands it.
  
  
• You need highly bespoke, design-intensive proposals. While PandaDoc’s editor is flexible, it’s not Adobe InDesign. If your proposals are more like polished brochures or involve complex graphic layouts, you might prefer using a design tool for those and then just using an e-signature tool to get them signed. There are also other proposal-specific platforms like Qwilr or Proposify that focus on design and web-based presentation they might be alternatives if visual flair is priority over automation (though they have their own trade-offs).
  
  
• Your workflow is very unconventional or you’re heavily locked into another ecosystem. For example, if all your documents are generated by a custom internal system or you already invested in another proposal software, switching to PandaDoc might introduce more complexity than it removes. Likewise, if your sales process is so unique that PandaDoc’s way of structuring templates doesn’t align, you may not get the full benefit.
  
  
• Your clients or stakeholders resist digital documents. This is less common nowadays, but in certain industries or regions, some clients might still prefer old-school paper or are wary of clicking document links. If you frequently encounter that, fancy proposal software might not be appreciated by the end-users (in which case, the issue is more about change management than the tool itself).
  

Alternatives and complementary tools

When evaluating PandaDoc, it’s worth considering the alternatives or how it fits alongside other tools. In the eSignature and document automation space, DocuSign is the heavyweight for pure signing needs it’s very reliable for straight e-signing, but it doesn’t offer the proposal-building features PandaDoc does. Dropbox Sign (HelloSign) is another simple signing tool that’s lightweight and cost-effective for basic use. These tools could be alternatives if your main requirement is just getting documents signed electronically. However, you’d miss out on PandaDoc’s content automation and tracking. On the proposal software front, Proposify and Qwilr are often compared. Proposify has a similar template approach geared towards sales teams, while Qwilr creates web-page style proposals with slick designs. They can be great for specific needs (Qwilr, for instance, for marketing agencies wanting to impress with visual proposals). That said, PandaDoc tends to be more versatile for end-to-end document workflow and has deeper CRM integrations than most alternatives. Interestingly, if you already use HubSpot’s Sales Hub, you might try HubSpot’s native Quotes feature which is included in their CRM it covers basic quote and proposal generation and integrates fully with your CRM data. Some small teams find HubSpot Quotes enough initially, though many outgrow it and turn to PandaDoc for more flexibility and functionality.

In many cases, organisations use PandaDoc alongside their CRM and maybe a contracting tool for legal. For example, you might use PandaDoc for sales proposals and Scope of Work documents, but still use something like DocuSign for internal HR documents or very simple sign-offs that’s okay too. What’s important is to map your document needs and choose the best tool for each job. PandaDoc’s value is highest when you need that mix of content creation + collaboration + signing + integration. If those pieces matter, it really stands out. And remember, PandaDoc offers a free tier (for very basic eSign) and free trials, so you can test if it meshes with your processes before fully committing.

Final verdict

PandaDoc has proven itself as a valuable tool for B2B marketers and founders who want to bring order and efficiency to the vital but sometimes chaotic world of proposals and contracts. It transforms a traditionally manual process into a streamlined digital workflow. By doing so, it not only saves time (which your team can redirect to selling or marketing) but also provides new visibility into how documents contribute to your growth. The ability to templatise proposals, track client engagement, and integrate with your CRM means that your sales process becomes more predictable and data-driven which is exactly what growth-oriented teams strive for.

However, the tool’s impact depends on how well you implement it. Plan out your templates, get your team onboard, and align PandaDoc to your sales strategy. When used to its potential, PandaDoc can help you close deals faster and with less friction, as numerous case studies and my own firsthand experience can attest. A performance marketing agency was able to cut proposal creation time by a factor of 14× after adopting PandaDoc, and reduce errors significantly through content controls. These are the kinds of outcomes that move the needle in a business faster turnaround means more sales opportunities can be handled, and fewer mistakes mean a smoother journey for your clients.

Yet, it’s equally important to remain pragmatic. Ensure the investment makes sense for your stage of growth. If you decide to move forward, take advantage of PandaDoc’s resources (their help centre and onboarding support) to climb the learning curve quickly. In a short time, you could transform proposal-making from a headache into a competitive advantage. In the daily hustle that B2B marketers and founders face, having a reliable system for proposals and contracts removes a big layer of stress. In that regard, PandaDoc earns its place as a trusted tool in the growth toolkit powerful, a bit complex at times, but ultimately a catalyst for more streamlined and successful sales outcomes.