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Aprio Cloud Blog

March 13, 2018 at 11:32 AM

Close Deals Faster with 6 Critical PandaDoc Features

Written by
Matt Nyman
Matt Nyman |
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Xero and Other Cloud Apps

The journey of signing a new client is already an extensive process that costs both time and money for your business. When it comes to closing deals, the administrative side of sending and signing documents should not yield frustration for both you and your new client. Aprio Cloud uses PandaDoc for its document automation so that it can quickly support clients with its tax advisory and back office services.

Here are six key features that PandaDoc provides to close deals faster.

1. Payments

PandaDoc allows users to accept payments directly through documents. Upon final review and signing, document recipients can seamlessly and securely send their payments through the document portal. Now your business can receive payments faster and avoid sending duplicate copies of invoices and terms of service in order to receive compensation.

2. Content Locking

For documents with critical and consistently used content (e.g. terms and conditions, payment terms), this add-on prevents accidental changes or deletion. Managers and administrators can clearly restrict editing these text blocks within templates in order to ensure consistency and accuracy. Save time creating documents and spare yourself from the headache of reviewing standard content that may have been altered.

6 Critical PandaDoc Features to Close Deals Faster

3. Document Analytics

With PandaDoc, users can track document opens and views, as well as see how much time each recipient spends on every page within a document. This insight allows you to follow-up with customers who may need clarification but have not expressed their concerns. It can also serve as an indicator to improve areas of your collateral by recognizing where customers spend the most time within the document.

6 Critical PandaDoc Features to Close Deals Faster

4. Approval Workflow

Users can customize an automated internal workflow for documents to define the lifecycle of a document. You may also designate a chain of users or roles who must approve the document before it can be sent out to a client. Streamline your process for tailoring accurate documents and reduce the number of document versions a client looks at to one single instance.

6 Critical PandaDoc Features to Close Deals Faster

5. Auto Reminders

At its core, PandaDoc is about automating work to save time. Auto reminders are a convenient feature within the platform. In many cases, a few follow-up reminders are needed before recipients review and sign a deal. By enabling this add-on, PandaDoc will automatically remind prospects about the pending document based on the schedule you set. Instead of manually sending follow-up reminders to opportunities, you can direct your time and attention to closing other deals.

6 Critical PandaDoc Features to Close Deals Faster

6. CRM Syncing

PandaDoc seamlessly integrates with all major CRMs by using personalization tokens to populate forms with information from your records. Whether you need to insert a contact’s name, their address, or a salutation, PandaDoc pulls these records directly from your CRM. The tool can also import a pricing catalog to eliminate any errors when creating quotes or invoices for your work. No more duplicate entries when creating your documents.

6 Critical PandaDoc Features to Close Deals Faster

PandaDoc can also sync with your Xero accounting software to automate customer and invoice creation.

To learn more about how PandaDoc can improve sales enablement for your business, click here.

If you'd like advice on how to automate your customer billing and other financial activities, as well as other financial, growth, and tax advice from one partner, we'd love to discuss how Aprio Cloud can help.

Schedule your no obligation consultation

Matt Nyman

About Matt Nyman

As Aprio Cloud's Director of Global Growth, Matt helps connect our clients and prospects with the right tools, processes, team members, and overall solutions offered by Aprio Cloud. He speaks with hundreds of business owners a year to help determine their needs and how Aprio Cloud and/or their partners can help.