In Proposals

PandaDoc, The Sales Evangelist, Donald Kelly

Say goodbye to long, boring proposals. Today, I’m going to share with you something that has changed the way I interact with my prospects specifically when I create proposals for them – PandaDoc.

Back in the days, creating quotes could take hours and it’s just a massive waste of time. Even when you’re working for a bigger corporation where they probably have a more organized system, it could still take over an hour and a half or even two hours to make. I know this from my personal experience.

Is this how you’re currently making sales proposals?

Creating proposals can be daunting. You would have to find the right folder and the right Word document proposal. You’re unable to edit the documents until you recevied the password. Then get the right quote from your supervisor and finally get it to the client before the end of their workday so they can take it to meetings.

And this means you’re sitting there, waiting and working to get an approval from all these different levels in your company. Plus getting approvals from all those different people who take part in it before the proposal can actually get sent out to the client.

Now what happens when the client wants to change something? Of course, you would have to get the document back and edit things out. We know this just takes forever. Then when they want to sign they’d have to do it manually so you’d have to have it printed and faxed over. It’s arduous, isn’t it?

How PandaDoc changed everything for me:

  1. It’s quick – It allows you to send the proposal and within seconds clients can get access to the proposal. So it’s a massive time saver.
  2. Analytics –  Through their analytics you can see what pages your clients spent the most time on. This helps you understand what they wanted to see the most and what you can provide for them.
  3. CRM integrationPandaDoc integrates well with CRMs like Salesforce, HubSpot, and Pipedrive. Just click on the link within the CRM and everything else is populated.
  4. Customized – It allows you to create different templates and customize it accordingly. I usually provide those e-signature tools to make it easier for them. It can also be integrated with Stripe so you can collect payments.

A personal testimony:

Some of the biggest deals I’ve closed was when I used PandaDoc to send proposals to my clients. It’s quick, easy and it helps increase my productivity.

Episode Resources:

Check out PandaDoc and create electronic proposals to your prospects. Sign and receive payments without leaving your CRM. It integrates well with other CRMs such as Salesforce. Pipedrive, and HubSpot. To get a quick demonstration and a free trial, go to

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  • Antoine Hzg

    We launched an open source alternative to Pipedrive (much better we think 🙂
    I would love to gather your feedback.
    Kind regards