Proposal, Quote and Contract Flow

From yes to signed without a week of formatting

Branded proposal and quote templates in PandaDoc or your CRM, with pricing tables, electronic signature, and automatic follow up when a proposal goes unread.

Deals stall in the gap between a good call and a signed document, usually because building each proposal takes an evening. We build reusable templates with your pricing structure, wire in electronic signature so the client can sign on a phone, connect it to your CRM so the deal stage updates itself, and set the follow up sequence for proposals that sit unopened.

What is included

• Branded proposal and quote templates
• Reusable pricing tables and optional line items
• Electronic signature built into the document
• CRM integration so deal stages update on send and sign
• Automatic follow up when a proposal is not opened or not signed
• A view showing what was sent, opened and signed

What you receive

• Proposal and quote template library
• Configured signature flow
• CRM automation on send and sign
• Follow up sequences

Who this is for

Service businesses writing every proposal from scratch, and teams losing deals to silence after sending one.

What you get

Proposals out in minutes, signed without printing anything.