Integrated
PandaDoc integrates with the top business tools you use every day. Manage documents from within every major CRM and combine them with your storage and payment solutions to help consolidate tools.
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PandaDoc for Management Consulting
Improve your process, streamline business development, and empower your customers
What you can do with PandaDoc
Improve your process
PandaDoc allows you to create interactive documents that allow your clients to make changes and offer feedback at every stage of the consulting process. You can draft, review, and edit documents in your browser whether you’re on-site, travelling, or working from home.
Sell more effectively
PandaDoc proposals save you time while simultaneously increasing the effectiveness of what you send. Save your best proposals as templates and add smart fields to automatically populate new proposals with customer data. Your proposals will also have a better chance of succeeding with embedded media and interactive pricing tables.
Streamline operations
PandaDoc helps you be more productive by streamlining document workflows throughout your consulting business. Use custom templates to draft business documents faster, automate review, and approval processes with custom workflows. Lastly, stop walking back and forth to the printer with eSignatures.
Why PandaDoc?
Empower your traveling employees
Your employees spend a significant time visiting and working on-site with customers. You need a digital document solution that’s built to go beyond the desktop. With PandaDoc, your entire document library and workspace lives in the cloud, ready to work any time, any place.
Fast, easy deployment
No need to spend months configuring and training before you utilize PandaDoc. Our onboarding team will help you transition to a 100% digital document environment in just days or weeks.
Top-notch compliance and security
PandaDoc gives you advanced functionality while also protecting you and your customers. PandaDoc eSignatures are ESIGN compliant, all user data is backed up and secure in the AWS cloud, and documents are protected with automated audit trails and signer certificate of authenticity.
