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Gina + PandaDoc
Building each proposal by hand eats an evening. With PandaDoc connected, Gina can fill the template you already use.
Status: On request. PandaDoc isn't switched on by default. If you use it, we connect it with you during setup and check it works before you rely on it.
Quick answer
With PandaDoc connected, Gina can fill your existing template with a client's real details and prepare it for e-signature. You review it before it goes out.
What connecting PandaDoc looks like.
- From inquiry to sent proposalGina pulls the client's name, date and package from your intake and drops them straight into your proposal template.
- Signed, not just sentPandaDoc's e-signature means the client can sign from the same document, no separate signing tool to manage.
- You know when it's signedOnce a document is signed, Gina can log it and move the client into your booked pipeline automatically.
What we can say today.
This describes what the connection is designed to do. We have not yet switched it on for a named business, so ask us on a call before you plan around it.
Common questions about PandaDoc.
Do I need to rebuild my proposal template?
No. Gina fills the template you already use in PandaDoc.
What if a client wants changes?
You review and edit before it sends. Gina drafts, you approve.
Does this replace our contract process?
No. PandaDoc still handles the signing.
See what Gina would run for your business.
Book a call and we will walk through how PandaDoc would fit your week, and whether it can be switched on for you.