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PandaDoc is an all-in-one document automation tool for creating, sending, and tracking proposals, contracts, and quotes.
Customisable proposal templates for professional documents.
Electronic signatures and approval workflows to speed up deals.
CRM and payment integrations for seamless document processing.
I test every tool myself before recommending it. Some links are affiliate links—if you buy, I may earn a small commission at no extra cost to you. Learn more.
PandaDoc is designed for businesses that frequently handle proposals, contracts, and sales documents, offering a streamlined process for closing deals faster.
PandaDoc allows sales and legal teams to automate document creation, ensuring professional, legally compliant proposals and agreements.
The built-in electronic signature and approval workflow enables faster deal closures, reducing the time spent on manual paperwork.
PandaDoc integrates with HubSpot, Salesforce, Stripe, and QuickBooks, making it ideal for businesses looking to automate contract management and payment collection.
While the basic plan offers solid document automation, businesses needing advanced analytics, content libraries, and collaboration tools will need a premium subscription.
Best for:
HubSpot Sales Hub is a CRM and sales automation platform with pipeline management, automated follow-ups, and AI-driven insights for B2B sales teams.
Google Workspace is a cloud-based suite of productivity and collaboration tools, including Gmail, Google Drive, Docs, Sheets, and Meet, designed for business use.
Most teams grind for growth, but the best ones systemise it. In this step, you’ll see why a structured approach always beats random tactics. You’ll follow Random Rick, Specialist Steve, and Solid Sarah to understand how a system-driven growth approach can double revenue without doubling workload.
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I’ve helped B2B service companies scale — not with random tactics, but with clear systems that align marketing and sales into one predictable growth engine. Built on 15 years of hands-on experience — helping teams move from random tactics to repeatable, scalable results.
15 years experience
1,500 marketers trained since 2015
Exited 6 companies
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Founders
Easy Ergonomics
Transpack Packaging
Booomtag
Nestmanager
Stone & Tile Company
Strategiefabriek
Cortazu
Springlab
The Talent Institute
Ligo
Snappcar
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Yaya
Kees de Boekhouder
Amberscript
Mooie Boules
Bridgefund
Klup
SOPHIA MAE
Friesland Campina
NU
Decathlon
Sales CRM tools help B2B service businesses manage relationships, track deals, and streamline sales pipelines to improve conversion rates and revenue growth.
See tool categoryMeeting scheduler tools automate the process of setting appointments, eliminating back-and-forth emails and streamlining calendar management for sales and client meetings.
See tool category
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PandaDoc is an all-in-one document automation tool for creating, sending, and tracking proposals, contracts, and quotes.
Lifetime course access with updates
Default 12-week roadmap to follow
Binge, dip in, or run the 12-week cycle
Start applying the framework in week one
Includes all instructions, sheets and guides
60 copy-paste tactics I always use
Lifetime course access with updates
Personal 12-week roadmap set in onboarding
Weekly accountability keeps you on track
Weekly live group call (Wednesdays)
1-on-1 Slack support
B2B marketers community
