Why use document templates?
In business, your time is extremely valuable. 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.
Time is the very reason why document templates are so effective. No matter what type of business you have, there are some things that are constant. This includes basic information like phone numbers and email addresses, and company boilerplate language like your company overview, pricing tables, and mission statement.
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.
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.
PandaDoc and software integration
Many of today’s small businesses run on a robust tech stack that only gets more complex as the company continues to grow.
One of the reasons PandaDoc is so popular with sales and marketing teams is its ability to integrate with other services. PandaDoc integrates with Microsoft Office, Dropbox, Google Drive, HubSpot, Salesforce, Zoho CRM, and over 1500+ other online tools.
We build PandaDoc this way so that businesses could accelerate their document creation process and speed up their approval workflows for even faster results.
Optimize your workflow with templates from PandaDoc
We built the PandaDoc template library to help you streamline your document workflow. Each and every document is customizable and the fun doesn’t stop there.
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.
Electronic 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.
Frequently asked questions
How much does PandaDoc cost?
This depends on your needs. 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.
We also offer smaller, personalized plans for individuals and enterprise-level plans for larger teams.
Can I add tokens to my PandaDoc templates?
The ability to add custom variables is one of the many ways that users are able to create templates with PandaDoc.
After you create a document inside the PandaDoc editor, you’ll have the ability to create a template from that document. 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.
Do I need a PandaDoc account to get business templates?
Not at all. 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.
If you want to sign-up, we offer a free, 14-day trial so that you can get a feel for the software and see if it’s a good fit for your team.
Are PandaDoc templates customizable?
Yes, as long as you use PandaDoc for the customization. With a PandaDoc account, you’ll be able to import our templates into the document editor and edit them in a fully-customizable format.
While you can download any of our documents as static PDFs, they won’t have the same functionality that you’ll see when using PandaDoc.
Can I add an electronic signature with PandaDoc?
Of course! Using the PandaDoc editor, you can attach e-signatures to all of your documents. This makes it easy for your customers to sign off on proposals and contracts so that you can get started quickly.
Ready to get started? Sign up today or request a demo to learn more.
