Using PandaDoc for proposals and forms has changed my day-to-day workflow by making our documents look more professional, which helps our clients trust our services. It has also saved us time through sending the documents via PandaDoc. Clients just need to open their phone and sign the document, thereby saving a lot of time and cost. It has also reduced errors because the documents are digitally signed, not manually. It has been very easy to use for both our clients and customers and team members, and the customer support has also been excellent. The best features PandaDoc offers include templates, dashboard, autofill option, and the ability to update documents without trashing the previous documents. The dashboard and the autofill option help me day-to-day, as autofill helps to prefill and walk our clients through where they are supposed to fill in what information and when. This helps to save time because we are able to walk them through contract signing, and it also makes it look more professional and easy. I would add that the ease of constructing proposals, digital signing of documents, renewal reminders, and user-friendliness are important features. It also gives transparency into what the customer is filling out, especially with the fillable forms. PandaDoc has positively impacted my organization by significantly improving standardization across the company and efficiency in proposal writing. It is easy to use from both the client's and employees' perspectives, and we have also been able to save a lot of time and cost while reducing errors. In terms of time and cost savings, we have saved 30 to 40 percent of our time and 20 to 35 percent of costs, especially when meeting the cost of traveling. Proposals have increased, and it is faster to send the proposal by 50 percent. We have also increased our accuracy with approval workflows, with time saved using contract templates and sending, and increased visibility into the contract signing flow.
