Introducing Rooms, your gateway to simplifying sales with collaborative digital spaces 👥 🌎 📈 Rooms allows you to organize and share resources, collaborate with buyers and stakeholders and negotiate deals — all in one unified and personalized space. 🔄 ✅ 🚀 “Rooms has changed how we interact with leads. We're creating spaces that enable us to share information about our company, develop an action plan, and collaborate on documents.” —Matt Nelson, CEO at Modern Training 🙌 💥 See Rooms in action! https://lnkd.in/gyigYcu6 #PandaDoc #Rooms #salesprocess #dealdesk #salesworkflow #contract #contractsignature #esignature #salesdeals #dealclosing #sales
PandaDoc
Software Development
San Francisco, California 162,402 followers
Taking the work out of document workflow.
About us
What if you never had to send another contract or proposal out as an email attachment? And you could create it, track it and get it signed in half the time it usually takes? And close more deals? And be less stressed out? Doing things the way they’ve always been done can cost you time, money, and even your happiness. That’s why there’s PandaDoc. It makes small and medium-sized businesses run more smoothly by putting document creation, management, tracking, and e-signing all in one place. It’s 2023. Shouldn’t your business documents act like it? On average, our customers achieve a: - 28% increase in close rate - 18% increase in average sales price - 65% decrease in document creation time PandaDoc is highly rated by its customers year after year on review sites like G2, TrustRadius, Capterra, and Gartner.
- Website
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https://www.pandadoc.com
External link for PandaDoc
- Industry
- Software Development
- Company size
- 501-1,000 employees
- Headquarters
- San Francisco, California
- Type
- Privately Held
- Founded
- 2011
- Specialties
- Sales Automation, Contact Management, Document Management, Digital Signage, SaaS, Software, eSignature, e-signature, sales enablement, sales content, contract management, workflow automation, electronic signature, HR documents, sales proposals, and proposals
Locations
Employees at PandaDoc
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Charles Hodgkins
UX and marketing copywriter; content strategist and manager; newsletter manager; editor; author; rad dude
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Lindsey Schocke
Customer Support and Documentation Specialist | Passionate about delighting customers, fixing bugs, and learning quickly.
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Leo de Luna
Partner at Tribeca Venture Partners
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Yauheni Kurbayeu
Sr. Engineering Manager @ PandaDoc | Software Development
Updates
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PandaDoc reposted this
You Can Build WHAT for WHO on HubSpot? HubSpot has become incredibly powerful over the years, allowing partners to deliver bespoke solutions and products for our upmarket customers, customizing HubSpot to fit their unique needs, processes, business model and industry. That's what 🤓 Mandy Thompson 🏳️🌈, Scott Bilodeau, and I will be talking about at HubSpot's Partner Day, the day before #Inbound24. Last year, HubSpot expanded Partner Day to be inclusive of both Solutions Partners AND App Partners, creating a more connected ecosystem that helps solve for our shared customers. This year, they’re continuing to double down on a connected ecosystem by expanding the length of the day, the number of sessions and the opportunities to connect with each other. Drop a comment if you're gonna be there and want to meet up!
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We love our marketing Pandas! 💚🐼🙌 #werehiring #PandaLife
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PandaDoc reposted this
Follow me to get insights on how to use AI at work and beyond. Join the world's biggest AI newsletter with 650K readers ↓
AI is the secret weapon to closing more sales deals in 2024 Here are the top 10 AI-powered tools for B2B sales: • HubSpot: https://www.hubspot.com/ • Substrata: https://www.substrata.me/ • Loom: https://www.loom.com/ • Apollo.io: https://www.apollo.io/ • Pipedrive: https://www.pipedrive.com/ • ZoomInfo: https://www.zoominfo.com/ • Aligned: https://alignedup.com/ • PandaDoc: https://www.pandadoc.com/ • Demostack: https://www.demostack.com/ • Calendly: https://calendly.com/
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With PandaDoc’s Contract Repository, upload, store, and organize all contracts and other documents in a single location. ✅📍 Even if your legacy documents were built without PandaDoc, our cloud-based repository allows you to import them in bulk, with multiple files as separate documents. 📁🔗📁 And, you get access to powerful search and filter capabilities that make it easier to find them in the right place, at the right time. 💥🔎💥 Get started now! https://lnkd.in/gAPUinQy #PandaDoc #esign #esignature #productlaunch #documentworkflow #documentstorage #contracts #contractworkflow #sales #marketing #contractsigning #salesflow
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PandaDoc reposted this
B2B marketing & sales expert | CMO | Belkins - #1 Ranked Appointment Setting Agency | TOP-10 Service Companies Globally 2023 by Clutch
I bet you know that feeling when you need to bring more revenue, but something holds you back. In Belkins case, that was admin work our sales team did. Raise your hand if you’re with me ✋🏼 If I had to name one thing that ate up most of their time, that would be master service agreements. Our sales executives created each doc manually, and then the most “fun” thing started: → verifying the agreement with our legal dept before sending it to the client → and editing it after the client left their comments Throwing the document back and forth could take several days until everyone was happy with the final version. Except for the sales execs, of course. Since we’ve tried the PandaDoc app for HubSpot, well… Now, our sales team can prepare or tweak an agreement in minutes, which is 90% faster than before. And our delivery team gets a clear picture of what the client needs. This frees up both teams to do what they do best: generate revenue and build relations with clients instead of drowning in the paperwork. Have I mentioned they’re way happier and less stressed? Oh, and the buyer journey becomes smoother, too. Julia Sorokovikova, our Head of Sales Operations, even jokes that if we told our sales execs they had to go back to the way we were doing things before, they would cry. 🙃 Whole story: https://lnkd.in/ec8MJ27x #B2B #sales #hubspot #pandadoc
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PandaDoc reposted this
Keith Rabkin, CRO of PandaDoc, tells you the secret to retaining the right customers who won't jump ship on your product after a year. Check out Thought Leadrs, our web series where we dive deep into best practices! Watch the full episode here: https://lnkd.in/gFjtYXXX #value #customersatisfaction
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Focus on what matters most... your patients! Let PandaDoc HubSpot handle the rest. 🤝⛑️ Join us on July 24, 2024, at 12:00 PM EST for a deep dive into HubSpot and PandaDoc for #healthcare. Our CRO, Keith Rabkin, and Aptitude 8’s COO, Bryan Byler, will show you how to modernize your healthcare business operations with the right tech stack so you can: ✅ Streamline document workflows and intake forms ✅ Enhance patient communication ✅ And optimize processes like appointment scheduling and billing! Don’t miss out – register today! Grab your spot here: https://lnkd.in/eVJzy8ks
Join us on July 24, 2024 at 12:00 PM EST as Aptitude 8’s COO, Bryan Byler and PandaDoc's CRO, Keith Rabkin, walk through how you can streamline your healthcare operations with #HubSpot and PandaDoc, allowing you to dedicate more time and resources to what truly matters: your patients. The right tech stack can transform your practice, helping you automate tedious tasks, improve patient communication, and enhance overall efficiency. So grab your spot to learn how to enable HIPAA compliance in your HubSpot instance, build a #Healthcare data model and optimize a ton of real industry processes like… - Intake forms - Appointment scheduling - Patient Portals - Billing & Insurance Processes And more… all inside HubSpot!
HubSpot & PandaDoc: Modernizing Healthcare Business Operations
www.linkedin.com
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PandaDoc reposted this
Revenue Leader 🧠 | Exited Founder 🚀 | HubSpot Expert, Certified Trainer, Community Champion, and HUG Leader 🧡
FOUNDER REGRETS ❌ Episode II: Put more energy into partnerships (outside of HubSpot) 🤝 Software re-seller partnerships are one of the lifelines of being a B2B service provider. In most cases, it's a source of qualified leads and typically has a speedy sales process. 😅 At one point in time, WORQFLOW was a software re-seller partner with nearly every company in the HubSpot ecosystem: Chili Piper, Aircall, Salesmsg, Kixie, PandaDoc, Docusign, CallRail, Zapier, Databox, Supered⚡, monday.com, Asana, hapily and probably some others. 🧠 Here is the regret: I didn't put enough time and energy into existing relationships before I looked to create new ones. This resulted in a lack of technical fluency and added fuel to our "say yes to all work types because we want the revenue" fire. 🗣 Looking back, I should have focused on one provider that I felt was technically capable and supportive of our partnership. I found through trial and error that many software companies tend to abuse partner relationships and just want to be sent leads from their CRM. 🧡 If I were a new HubSpot partner beginning my journey, I would focus on building relationships with Kixie, PandaDoc, Supered⚡ and hapily. These three companies were by far the best for a multitude of reasons: 1️⃣ They invest time into your growth as a partner, they want to find ways to co-market and co-sell together. Not just trade leads. 2️⃣ Dedicated training and education (usually from your dedicated POC) for your team on their platform. This was super valuable because it gave us insight into the product roadmap and made us true experts in their systems. 3️⃣ Your success is their success, and they want to arm you with resources and relationships to guide you in the right direction. Big shoutouts to the people behind the scenes at each of these companies doing amazing work: David Chang, Zoë Zankowski, Slav Yanov, Max Cohen 🧔🏻, Dax Miller
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Vallen USA implemented PandaDoc with the Zapier integration to create an automated workflow, reducing time to create proposals by 75%. ✅ 💎 With PandaDoc, they ensure brand consistency across all proposals while allowing for customization and personalization for every proposal sent. 🔄 📈 👍 Check out their full case study! https://lnkd.in/gWH965vc #IndustrialConglomerates #VallenUSA #VallenDistribution #esign #esignature #documentworkflow #proposals #proposalwriting #proposalworkflow #winningproposals #brandconsistency
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