Agencies live and die by speed, polish, and responsiveness. PandaDoc helps agencies close faster and look sharp doing it.
Why Agencies Love PandaDoc:
- Professional-looking proposals without design help
- Automated approval workflows
- Easy eSignatures that get contracts signed faster
Key Use Cases:
Templates, Approvals, eSign - All in PandaDoc
Setup & Templates – Branded templates, content library, variables, and catalog so reps build proposals fast and on-brand.
Smart Integrations – One-click signatures, payment links, and dynamic pricing tables/discounts to shorten time-to-close.
Approvals & Compliance – Role-based approvals, clause control, and audit trails to keep Legal & Finance happy.
eSign, Payments & CPQ – Dashboards, call scoring, and coaching loops so leaders can improve conversion and CSAT with data.
- Client Proposals: Build templates for common services and customize on the fly.
- Statements of Work: Add legally binding eSignatures and payment collection.
- Retainer Agreements: Automate recurring doc creation for monthly contracts.
Agency Pro Tip: Use PandaDoc analytics to see which parts of your proposal clients engage with most. Use that data to tweak your pitch.
Bottom Line: PandaDoc lets you move fast, stay organized, and win more business.
