Transforming Plutora’s sales process with PandaDoc
At Plutora, where we focus on enhancing enterprise software delivery, the sales team is crucial in managing strategic accounts. As the Global Vice President of Sales for Strategic Accounts, I oversee a dynamic and challenging sales process that demands efficiency and precision. PandaDoc has been a catalyst for transforming our document management landscape.
Before adopting PandaDoc, our document workflows were fragmented and time-consuming. Since integrating PandaDoc into our processes, we’ve experienced significant improvements in efficiency. The platform has streamlined our entire document lifecycle—from initial concept to final closure—making operations smoother and more standardized across teams.
Visibility across the deal lifecycle
Before adopting PandaDoc, our document workflows were fragmented and time-consuming. Since integrating PandaDoc into our processes, we’ve experienced significant improvements in efficiency. The platform has streamlined our entire document lifecycle—from initial concept to final closure—making operations smoother and more standardized across teams.
Salesforce integration
One of the standout aspects of using PandaDoc is its seamless integration with Salesforce.com, creating an efficient delivery mechanism and accurate leadership reporting capabilities. This integration ensures that customer interactions and document statuses are unified in one view, eliminating data silos and enhancing team collaboration.
The collaborative workflows within PandaDoc have proven invaluable by removing guesswork related to content creation, version control, and overall process management. This allows our sales team to concentrate on expected outcomes rather than getting bogged down by administrative tasks.
“In summary, PandaDoc has revolutionized how we manage documents at Plutora. It’s made our operations far more efficient, allowed us to close deals faster, and supported leadership through enhanced visibility and data-driven decision making. For any sales professional looking to simplify workflows and boost productivity, I highly recommend PandaDoc” – Nathan David, Global Vice President, Sales Strategic Accounts at Plutora
Ready to streamline your contract management process and boost your operational efficiency? Book a demo with PandaDoc today.
"The visibility and standardization across the spirit teams is priceless. Having the ability to understand the lifecycle of a deal from concept to closure allows us to streamline our sales process."
