![]() ![]() ![]() We’ll collect some information from you so that we can send you a personalized template, but we don’t require an account for the download. Do I need a PandaDoc account to get business templates? ![]() To do this, you can create custom tokens so that key information (names, addresses, phone numbers, etc.) is easy to replace when you generate a new proposal. The ability to add custom variables is one of the many ways that users are able to create templates with PandaDoc.Īfter you create a document inside the PandaDoc editor, you’ll have the ability to create a template from that document. Can I add tokens to my PandaDoc templates? We also offer smaller, personalized plans for individuals and enterprise-level plans for larger teams. Our most popular plan is $49/month paid annually and includes a content library for your branded images and logos, as well as the ability to send an unlimited number of documents. Frequently asked questions How much does PandaDoc cost? When you send a document with PandaDoc, you can monitor the document status through each step in the document creation and sending process and even keep track of documents after they are sent to customers.Įlectronic signatures and payment gateways are built right in so customers can sign documents of any kind and even pay for services in a singular place. Each and every document is customizable and the fun doesn’t stop there. We built the PandaDoc template library to help you streamline your document workflow. Optimize your workflow with templates from PandaDoc We build PandaDoc this way so that businesses could accelerate their document creation process and speed up their approval workflows for even faster results. PandaDoc integrates with Microsoft Office, Dropbox, Google Drive, HubSpot, Salesforce, Zoho CRM, and over 1500+ other online tools. One of the reasons PandaDoc is so popular with sales and marketing teams is its ability to integrate with other services. Many of today’s small businesses run on a robust tech stack that only gets more complex as the company continues to grow. Templates help you automate your document process so that your team spends less time with busy work and can focus their efforts on pursuing more important activities. Your team doesn’t need to spend time collecting and typing this information every single time they write a business proposal or send a quote. This includes basic information like phone numbers and email addresses, and company boilerplate language like your company overview, pricing tables, and mission statement. No matter what type of business you have, there are some things that are constant. Time is the very reason why document templates are so effective. The time it takes to create documents from scratch for customers is time that could be better spent following up with prospects or accomplishing other imperative tasks. In business, your time is extremely valuable. ![]()
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