PandaDoc

CPQ + CRM = OMG! 💥📈🚀 https://lnkd.in/gytGZktm Close deals in a snap, with PandaDoc CPQ for HubSpot🫰🏻With a guided selling experience that generates error-free quotes ✅ Click the link above to start transforming your sales workflow! 📊 "[PandaDoc CPQ for HubSpot] significantly reduces the time spent on proposal and quote generation while ensuring consistently high‑quality, accurate documents." — Vickey Santoso-Montoya, Director, Global Revenue Operations at CloverDX. #PandaDoc #HubSpot #HubSpotCPQ #CPQ #configurepricequote #esigncontract #contractrenewal #esignature #documentworkflow #documentstorage #contracts #contractworkflow #sales #marketing #contractsigning #salesflow #paymentcollection #paymentschedule

This week, Keith Rabkin, President at PandaDoc, joined UpYourStack Podcast to discuss #agreementworkflow strategies for teams across all industries and sizes ✅ A few key takeaways from the episode: 1️⃣ A deep dive into the all-in-one solution PandaDoc offers for contracts, proposals, and agreements 2️⃣ How the HubSpot integration makes #CPQ effortless 3️⃣ Why ease of use and customer success are the key drivers of success Catch the full episode on YouTube, or your preferred podcast platform! #PandaDoc #HubSpot #Podcast #RevOps #Revenue #SalesWorkflow

Season 2 of the UpYourStack Podcast is here! We’re kicking off the new season with a fantastic conversation featuring Keith Rabkin, President at PandaDoc. In this episode, we dive into how PandaDoc simplifies contracts, proposals, and agreements, explore the power of their CPQ tools integrated with HubSpot, and hear Keith’s insights on building tools that deliver real value while streamlining workflows. If you’re a HubSpot user or looking to improve your agreement processes, this is the perfect episode to start the season. Check out the clip below and catch the full episode on the Aptitude 8 YouTube, or wherever you get your podcasts: https://lnkd.in/ePYG3Wxa #UpYourStack #HubSpot #PandaDoc

If you're not using PandaDoc Notary to complete transactions faster than you can say "sign here please" ✍️ — you're missing out! https://lnkd.in/g85RDUtY #esign #esignature #notary #onlinenotary #notarizeonline #virtualnotary #sales #realestate #construction #documentnotary #PandaDoc

Automation = less time on boring stuff 🥱👎 + spending more time on high-impact work 😄👍 (aka, you WILL get that promotion this year) https://lnkd.in/gVpBmaT9 #documentmanagement #documentmanagementsolution #agreementmanagementsolution #contractmanagement #CRM #salestech #SalesOps #SalesOpsTech #SalesOpsSolutions

Bunny just released an integration with PandaDoc, which is the slickest e-signing integration we have done so far. And by far the cutest. Quoting is such a laborious, tedious and error-prone process. Build the quote, double check math and formatting, generate PDF, upload to e-signing, share, wait for customer to sign, share with finance, fulfill order etc. With Bunny, you build simply your quote and click Share. Everything else is automated. Signing, fulfilment, billing, revenue recognition. For new business, upgrades, amendments and renewals. Price. Quote. Bill. Chill. #cpq #saas #subscriptionbilling #pandadoc

In conversations with customers I keep hearing that fostering alignment across sales, marketing, and customer service is one of their priorities to drive revenue growth. One of the first things I tackled at PandaDoc was aligning these teams and one of our secrets was appointing the Revenue Operations team as our quarterback. RevOps is all about uniting cross-functional teams to streamline revenue-driving processes and improve efficiency. By centralizing data, optimizing workflows, and aligning people, processes, and technology, RevOps helps companies accelerate their growth in the most efficient way possible. One of our key hires was Kristin K., an outstanding operator. In her role in Sales Operations she often says: “RevOps uniting sales, marketing, and customer service to foster predictable revenue growth through operational excellence and a unified data strategy. It’s the nucleus for building a strategic framework for all revenue-facing activities in a centralized way.” Kristin has been a huge champion for outlining our work, creating a roadmap, and making sure we’re aligned. With this perspective—and the mandate to quarterback our Revenue Org alignment—RevOps has driven real results. We’ve seen improvements in pipeline, ACV, and close rates. Beyond alignment, one of the key roles of RevOps is overseeing your tools and leveraging the right tech stack to optimize processes. Whether it’s CRM tools, revenue intelligence platforms, or proposal software, integrating the right software stack can drastically improve team performance, drive collaboration, and automate repetitive tasks. A well-integrated RevOps tech stack can: 1. Ensure data consistency across teams 2. Provide real-time insights for better decision-making 3. Streamline document management and proposal generation for faster responses 4. Help sales teams focus more on closing deals, not admin tasks Choosing the right software is crucial for keeping your teams organized, automating repetitive tasks, enabling effective collaboration, and empowering your sales teams to create fast, accurate proposals and quotes. When evaluating options, consider features like integrations, reporting and analytics, CPQ functionality, workflow automation, as well as key criteria such as access controls, pricing, and customer support. If you're looking for more information on how to identify and evaluate whether a tool is the right fit for your RevOps tech stack, download PandaDoc's latest RevOps Buyer’s Guide for free: https://lnkd.in/gytGQV_9 #revops #salesops #GTM

Pop quiz!❓🙋🏻♂️ What % of #RevOps professionals identify CRM administration as their MOST time-consuming task? 🤔 (expand for answer) 52%! Yes, you read that right, fifty-two-percent! 🤯 More than half of RevOps professionals spend more time on #CRMadmin tasks than any other part of their role. 🤦🏽♀️ That's why our team at PandaDoc created "The ultimate RevOps buyer’s guide: Boost revenue and simplify operations." 📗 Written by and for RevOps teams, with the goal of making your job easier, quicker, and more effective. 📈 ➡️ Get instant access to the guide: https://lnkd.in/gwVY9GCs #documentmanagement #RevenueOperations #revenueoptimization #CRMmanagement #CRMtools #revenuesoftware #salessoftware #salestips #RevOpstips #RevOpsefficiency

We are thrilled to announce that Keith Rabkin has been named President of PandaDoc, following his highly successful tenure as CRO! 🚀 Since joining PandaDoc as Chief Revenue Officer (CRO) in November 2022, Rabkin has been pivotal in transforming the revenue organization, achieving unprecedented growth and building a scalable go-to-market strategy. In his new role, Rabkin will expand his leadership to oversee finance and HR, uniting these functions under a vision of operational excellence that emphasizes customer success and profitability. “Keith’s leadership has set a new standard for what’s possible at PandaDoc,” said Mikita Mikado, CEO and co-founder of PandaDoc. “His ability to drive stable, profitable, and scalable results while assembling a high-performing team makes him the perfect fit to guide our next chapter of growth.” Rabkin’s new role and growth underscores the company’s dedication to developing leaders from within — a philosophy grounded in the belief that empowering people is central to innovation and long-term success. “Joining PandaDoc has been an incredible journey, and I’m honored to step into this new role,” said Rabkin. “We’re on an exciting trajectory, and I look forward to continuing to work with our amazing team to deliver transformative value to our customers.” #PandaDoc #companygrowth #technews #esign #documentmanagement #esignsoftware #esignsolution #esigntools #documenttools #documentsoftware

Today, our heart goes out to folks in the LA area. 💔 We hope that you remain safe, or are receiving the resources you need to evacuate.