Streamlining Document Workflows Efficiently
Recently, our sales and operations teams have been overwhelmed with managing proposals, contracts, and invoices manually. We often face delays because documents get lost in email threads or require multiple revisions before approval. I’ve been searching for a platform that can centralize document creation, allow electronic signatures, and provide better visibility into document status. Cost is a concern, though, especially if we need licenses for the whole team.
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Hey, I had the same problem last year. We decided to try PandaDoc after some research, and it really helped streamline all our document workflows. With its template system, electronic signatures, and real-time tracking, our team could manage proposals and contracts much more efficiently. The platform also integrates with CRM tools, making approvals faster and reducing the back-and-forth emails. Using it saved us a lot of time and helped keep everyone on the same page.