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PandaDoc: Proposal Management Software For Sales Teams

Do you know this too? You need to write a proposal, but there's this white page in front of you and you keep starring at a blank Word document, and you just can't think of anything interesting to say. So how can you overcome this "white page syndrome" and get your work done? There are practical tips and tools that can help you develop a structured approach to writing quality proposals that will make them effective, concise and engaging.

Image credit: PandaDoc, San Francisco

Back in 2011, two entrepreneurs, Mikita Mikado and Sergey Barysiuk, came up with an idea to establish PandaDoc while they were struggling during several hours to create their business proposal. The tool was born and built to assist and empowers teams to “effortlessly communicate with customers through personalized documents that can be created in minutes, build meaningful relationships, and save more time”. In the latest trusted reviews, we can always easily find PandaDoc ranked on top as one of the best proposal management software. Not surprisingly, the company has been growing rapidly since its first day and more than 40,000 companies worldwide use PandaDoc every day to get their work done faster and report over 844 Million Dollars in revenue in 2021.

PandaDoc is a powerful tool that helps you to create and share professional proposals, quotes, contracts and more from any device and the solution is mostly used by sales and marketing teams. Your forms now look more beautiful, engage your audience in a better way, and convert more leads. It is a simple-to-use tool that offers teams all the tools they need to manage every aspect of their sales process in one place. Most importantly, with PandaDoc you can be sure that your documents are kept secure at all times so there's no risk of losing important information or accidentally sharing confidential details with the wrong people.

Sales Managers Will Love It:

1) Keep your sales team’s contracts accurate with custom lockable content blocks and contract templates
2) Streamline internal contract review with automated approval workflows and built-in collaboration functionality
3) See where contracts are being held up with detailed document analytics

In their extensive library of almost 800 templates, you can definitely get what is best for your task’s demand. The proposal can be created within 3 minutes (imagine, you probably need a bit more time than that to write a Christmas card for your parents…) with an eye-catching, professional, and error-free end result. More than that, everything is customizable with pre-built templates, a drag & drop library of content, and supported by the data from your CRM (it provides integration with Salesforce, HubSpot, Pipedrive and many more).

Additionally, PandaDoc goes further than just a proposal software. It allows you to send electronically, eSign client-facing proposals, receive payments when the deal is closed, and get notified in real-time. It is a great way to know whether or not someone has read your proposal; and if they have not, it can help you reach out and get their attention. You will immediately get an alert when a proposal is opened and viewed. This means that your team can jump into action when it is needed most with more confidence and certainty than ever before.

At the end of the day, it's not just about boosting your team's performance. It is also about making your customers' experience better. And that makes all the difference between a good business and a great one.

Feel free to learn more on their website about all the solutions in great details and test them out today!

Looking forward to hearing from you!

Best regards,



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The way we live, and work is changing dramatically and it also affects traditional B2B sales. This is why we are on a mission to build an amazing community – a digital hub for B2B sales and revenue professionals. We want to bring together exclusive content, engaging discussions, peer expertise, matchmaking, curated newsfeeds, and finally online events as well. It’s all about empowering sales organizations to survive and thrive in the new digital world.


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