PandaDoc is powerful, but like any tool, it’s easy to misuse. Here are the most common mistakes we see and how to fix them.

1. Not Using Templates
   Recreating documents every time? You’re burning hours.
2. Forgetting to Set Signing Order
   Out-of-order signing causes delays and confusion.
3. Skipping Variables
   Manual text editing leads to errors. Use variables instead.
4. Not Embedding Payment Options
   You can get signed and paid faster by embedding Stripe or PayPal.
5. Ignoring Analytics
   PandaDoc shows you who viewed what. Use that data to follow up smarter.
6. Failing to Train Your Team
   If only one person knows how to use it, you’re vulnerable to bottlenecks.
7. Not Integrating with CRM or Zapier
   Manual document handling slows down sales and increases mistakes.

Fix these? You’ll work faster, smarter, and close more deals.