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Browse PandaDoc API

appName: PandaDoc

appCategory: Business

appTagline: Create, approve, track & esign docs 40% faster

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Marketing

hotspotType: Click

hotspotType: Scroll Vertically

screenElements:
Link
Table of Contents
Accordion
Top Navigation Bar
Logo
Tree
Tab

pagePatterns:
API Docs & Developers Page
API Docs & Developers Page

pageType: Marketing Marketing Marketing Marketing

allAppCategories: Productivity Business

screenKeywords:
Il. lemplate renamea.
January 26th, 2024 iii. A section added to a content .bundle.
See the full webhook events list: Webhook Payload.
ADDED
3. An optional fields=content_date_modified query parameter for List Templates shows the timestamp for the
latest change to template content.
January 19th, 2024 Quotes in Document Details: Selected and Optional
ADDED .
Sections
by Maryia Yermakovich
Now Document Details reflects whether a quote section or an entire quote is optional or selected.
Look for these groups in the responses: "quotes" -> "settings" and "quotes" -> "sections" -> "settings" :
"settings": {
"optional": true,
"selected": true,
"selection_type'": "custom"
¥
There are three selection types available:
1. Single: You can only select one item. Applied to all items in a section or a quote.
2. Multiple: You can select several items. Applied to all items in a section or a quote.
3. Custom: Applied to several (but not all) items inside a section or a quote.
10of 7 >
© 2024 PandaDoc Inc. All rights reserved. « Privacy policys Terms of uses GDPR in f ' o
|P9 Developers OpenAPI Changes Suggest a feature Contact support Schedule demo Access Dev Center Create sandbox
(@ Home [J SDK&Docs <> APlIReference <0 Changes
April 8th, 2024 List Users
ADDED by Maryia Yermakovich
As an organization admin, you can now get a list of all the users with membership in your organization.
March 26th, 2024  Set Merge Field Scope for Document Sections
& IMPROVED by Maryia Yermakovich
Merge Field is a field property that allows to link fields when their values are set via API, similar to how Field Id works
on the UL
You can set the field value during document or section creation from a template, referring to fields by their Merge
Field property, see instructions: Prefilled fields .
Now, you can control how merge fields behave in a bundle when adding_a new section from a template . Set the
merge_field_scope query parameter:
e document (default) leaves the Merge Field properties untouched. Field values with the same Merge Field name
will override field values of the whole document.
e upload adds a unique suffix to all the Merge Field names added in scope of this operation. Use it if you add one
template multiple times to the same bundle, but don't want the fields to be syncronized.
Mmarch 16th, 2024  [Beta] Place Fields by Coordinates
ADDED by Maryia Yermakovich
‘ #2 This functionality is in beta
|P9 Developers OpenAPI Changes Suggest a feature Contact support Schedule demo Access Dev Center Create sandbox
(@ Home [J SDK&Docs <> APlReference <0 Changes
JUMP TO 88/
TABLE OF CONTENTS
PandaDoc API Reference
API OVERVIEW Getting started
PandaDoc API Reference Guides
Feature Overview PandaDoc API spans a broad range of functionality to help you build incredible documents automation
Postman Collection experiences inside your product.
SDKs PandaDoc APl is organized around REST. Our API has predictable resource-oriented URLs and uses
OpenAPI Specification standard HTTP response codes, authentication, and verbs.
Version
Security Getting started
Limits You can start testing PandaDoc APl with a sandbox key on our Enterprise plan, either active or in trial.
Generate your sandbox key on the Developer Dashboard with predefined rate limits. Or contact our
AUTHENTICATION ; . s :
solutions expert if you work with high-transaction volumes.
API Key Authentication
OAuth 2.0 Authentication Process Create your free sandbox Request a demo
DOCUMENTS The full list of available features you may find in the Feature Overview section.
List Documents
Create Document from Guides
Template R . . . . . .
If you're just getting started with PandaDoc, you may want to jump straight into one of our getting_started
Create Document from File guides for the feature you're most interested in, whether that's:
Upload
Update Document o Create from template,
e Upload and send a local PDF,
Document Status
e or Listening_for changes in document status.
Document Details
Send Document We also recommend you to discover our dynamic content generation on a fly: Create from a template with
. content placeholder.
Create Document Session for
Embedded Sign
Download Document Updated about 1 month ago
|P9 Developers OpenAPI Changes Suggest a feature Contact support Schedule demo Access Dev Center Create sandbox
(@ Home [J SDK&Docs <> APlIReference <0 Changes
GETTING STARTED ;
H H Suggest Edits
et Startedt with Pandabos AP Getting Started with PandaDoc API
Request Signature by Email with This page will help you get started with PandaDoc. You'll be up and running in a jiffy!
Postman

USE CASES O H TABLE OF CONTENTS

verview
Embedded Use Cases Comparison e e

. . . . . . . Overview
Embedded Sending PandaDoc is a web and mobile application for creating, sharing, and tracking documents online. You can learn more
- . \ . . Tools to Build
Embedded Signing about the application on our website. Use PandaDoc's development tools to further integrate PandaDoc into your
custom application or workflow. API
Automate Document Workflows .
JavaScript SDK
H JavaScript Embed
UIDES Tools to Build
Platform Integrations

Create Document There are several ways to build with PandaDoc:
Download a Completed Document
Listen for Changes in Document M
Status - .

e Stands for "Application Programming Interface".
Update Quates e Exchange data structures over HTTPS protocol via https://api.pandadoc.com endpoint.
Set a Signing Order o Use API as a way of exchanging data between your custom application and PandaDoc.
User Provisioning e An API can be used by existing web, server-side, or native applications to load and save PandaDoc data.
Enable Recipient Verification e« Commonly used to generate documents server-side and send them automatically.
Organize Documents and Folders
Subscribe to Webhooks MM
Redirect after Completion e Stands for "Javascript Software Development Kit".

e Toolkit for client-side JavaScript development with pandadoc.js .
SDK & CUSTOM INTEGRATIONS e This PandaDoc SDK wraps our API calls with some commonly used JavaScript development cases to make web
JavaScript SDK application development easier.
JavaScript Embed e Commonly used to integrate PandaDoc Ul into custom application views.

JavaScrint Embed


Post detail

pageType: Marketing Marketing Marketing

screenKeywords:
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opporfunities.
I love every bit of working with PandaDoc as a Customer Support Team Lead. It is extremely rewarding
to be able to help our users succeed by using PandaDoc, and also help lead a team to success. When |
am not leading our Customer Support team, | like to spend my free time with my family, creating DIY
projects, or simply enjoying a cup of coffee!
If you've been reading these PandaDoc ‘about me’ posts, then you know you'll get to hear about more of
us over the coming weeks. But, we want to also hear about YOU. Have you led a support team before, or
any team? I'd love to hear what was rewarding and what challenges you had. How did you learn to
overcome the challenges you faced? Do you have challenges you need help with? Let us know in the
comments below.
Comments
0 comments
7
Be the first to write a comment.
Contact support Go to pandadoc.com User voice portal
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|Community Help center Training Forums Unleashed Productupdates Jane Doe English v
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Kristin Mitchell - Team Lead, US Customer Support 1 o
Christopher Ragland « 10 months ago vote comments
Melissa Strahl - Sales Development Representative o o
Christopher Ragland « 10 months ago - Edited votes comments
Josh Gillespie - Director, Enterprise Sales o o
Christopher Ragland « 1 year ago « Edited votes comments
|Community Help center  Training Forums Unleashed Productupdates Jane Doe English v
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Filtering openings

pageType: Marketing Marketing

screenKeywords:
PandaDoc® Why PandaDoc? v  Solutions v Resources v  Integrations v  Pricing Contactsales  Login
Current openings
Locations
Remote (Europe) Finance & Operations Marketing Ops Specialist
Remote (Poland) « Remote (Portugal) « Remote (USA)
Remote (Poland)
Remote (Portugal) Senior/Marketing Analyst
Remote (USA)
Remote (Ukraine)
Remote (USA)
Marketing Head of SEO
Remote (USA)
SEO Copywriter
Remote (USA)
RevOps Director, Sales Operations
Remote (USA)
Senior Sales Operations Manager
Remote (USA)
Sales Account Executive, Enterprise
Remote (USA)
Account Executive, Small Business - MST/PST hours
Remote (USA)
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Current openings
Locations

Remote (Europe) CcX Customer Success Manager - French & German-Speaking
Remote (Poland) « Remote (Portugal)

Remote (Poland)

Remote (Portugal)

Remote (Ukraine) Data Senior Analytics Engineer, Product

Remote (USA) Remote (Europe)

Engineering Director of Engineering (Solutions Area)

Remote (Poland) « Remote (Portugal)
Java Engineer (Core area)
Remote (Poland) « Remote (Portugal) « Remote (Ukraine)
Senior Engineering Manager, Incubation Track
Remote (Poland) « Remote (Portugal) « Remote (Ukraine)
Senior Python Engineer
Remote (Poland) « Remote (Portugal)
Senior Python Engineer (Application Platform)
Remote (Europe) « Remote (Poland) « Remote (Ukraine)
Senior Python Engineer, Application Platform
Remote (Poland) « Remote (Portugal) « Remote (Ukraine)
Senior Python Engineer, Customer Value Track (Solutions area)


Present document

pageType: Application Application

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pagePatterns:
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screenElements:
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Logo
Button

screenElements:
Navigation Menu
Banner

screenElements: Thumbnail Chip

pagePatterns:
Landing Page
Feature Section

pagePatterns:
Landing Page
CTA Section

pagePatterns:
Landing Page
Footer Section

screenElements:
Navigation Menu
Banner
Top Navigation Bar
Logo
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Thumbnail
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pagePatterns:
Landing Page
Footer Section
Landing Page
Feature Section
Landing Page
Feature Section
Landing Page
Landing Page
CTA Section
Landing Page
Landing Page
Hero Section
Landing Page
Social Proof (Logo Cloud) Section

pageType: Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
PandaDoc® Why PandaDoc? v  Solutions v Resources v  Integrations v  Pricing Contactsales Login Request a demo
Request a demo Start free 14-day trial
Product Use cases Resources Compare Company
Pricing Proposals Help center vs DocuSign About us
Integrations eSignatures Templates vs Dropbox Sign Culture
Features Quotes Blog vs Adobe Sign Careers
Updates Forms Electronic signature law vs Proposify Become a partner
Security Notary PandaDoc Q&A vs Docsend Press
HIPAA API Developer center All alternatives > Contact us
CPQ System status
Virtual Data Room Onboarding services
All use cases >
GETITON # Download on the
> GooglePlay | @ App Store J
© 2024 PandaDoc Inc. All rights reserved. Privacy notice Legal Cookie settings in f y o @ English (United States) v
|PandaDoc” Why PandaDoc? v Solutions v Resources v  Integrations v  Pricing Contactsales  Login
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our company culture! Buttons
Mary Zellers Dropdown [+] || Card Details [
Director of Human Resources at Impact
Networking
|PandaDoc® Why PandaDoc? v  Solutions v Resources v  Integrations v  Pricing Contactsales  Login
PandaDoc streamlines all your document

7 7 7
B i=
Proposals Quotes Contracts
Share documents in minutes with Find out in real time when they're Use our native CRM integrations to
pre-built, customizable templates. opened, viewed and signed. pull customer data into your

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Keep your data secure with our Share via direct link or by Collect them instantly right from
legally-binding e-Signature embedding them on your website, your contract, while increasing your
software. no coding necessary. close rate by 36%.
|PandaDoc” Why PandaDoc? v Solutions v Resources v  Integrations v  Pricing Contactsales Login Request a demo
Maintain compliance
Improve security and trust with built-in
legally binding e-Signatures. Create
pre-approved templates, content
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|PandaDoc® Why PandaDoc? v  Solutions v Resources v  Integrations v  Pricing Contactsales Login Request a demo
Sales
Automate proposals and speed up your deals.
Request a demo >
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Get started with PandaDoc today
No credit card required.
Request a demo Start free 14-day trial
Product Use cases Resources Compare Company
Pricing Proposals Help center vs DocuSign About us
Integrations eSignatures Templates vs Dropbox Sign Culture
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[Sender First Name] [Sender Last Name] [CI!ent First Name] [Client Last Name]
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Product overview Collaborate Put an end to endless
What makes PandaDoc different Gather feedback fast and keep everyone on the same page
paperwork
Create documents Store & Organize See how with a live demo.
Professional, error free docs that wow everyone Centralize your documents and find them instantly
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Salesforce Sales integrations
Pipedrive CRM integrations
Stripe Payment integrations
PayPal
HubSpot CRM
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for creating, managing, tracking and e-Signing them all.
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appName: Copilot

appCategory: Finance

appTagline: Net worth and expense tracker

companyStage: Early Stage

platform: ios

hotspotType: Scroll Horizontally

screenElements:
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screenPatterns:
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screenElements:
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screenPatterns: Dashboard Charts Progress

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Q&A detail

screenKeywords:
PandaDoc® Why PandaDoc? v  Solutions v Resources v  Integrations v  Pricing Contactsales Login Request a demo
intended to and does not provide legal advice. Should you have legal questions on the Try PandaDoc
validity of e-signatures or digital signatures and the enforceability thereof, please consult
with an attorney or law firm. Use of PandaDoc services are governed by our Terms of Use
and Privacy Policy. Talk to us
No credit card required
Author
Jenny Pak
Director of Program Management at PandaDoc
Jenny Pak is the Director of Program Management at PandaDoc. With 10+ years in the technology sector, she boasts extensive experience in both B2B and B2C
Saas environments. Her expertise encompasses program management, strategic initiatives, experiential marketing, and product launch/campaign
management. In her free time she enjoys spending time outdoors with her dog and exploring the city of Los Angeles for the perfect spicy margarita.
LinkedIn
Product Use cases Resources Compare Company
Pricing Proposals Help center vs DocuSign About us
Integrations eSignatures Templates vs Dropbox Sign Culture
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Home > Ask
y Automate your document
[ °
in Excel workflows with PandaDoc
Try PandaDoc

Author

- Director of Program Management at

PandaDoc
No credit card required

Ever wondered about how to automate data entry in Excel?
Three of the most popular ways to automate data entry in Excel include
enabling Excel features, using third-party tools, or using Python.
With many businesses still using Excel to carry out inventory
management, financial management, and data analysis, it’s well worth
exploring how data entry can be streamlined.
We're going to take an in-depth look at automating data entry in Excel,
with a focus on the following points:

= Using Excel features to automate data entry

= Automating data enfry in Excel using third-party tools
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You can easily manage and modify your documents from anywhere, on
any device, and collaborate and communicate about documents even
when you're on the move. Automate your document
workflows with PandaDoc
What’s more, thanks to Zapier integration, you can create a range of
automation between PandaDoc and Excel, such as updating your Try PandaDoc
spreadsheets when you complete documents.
. . . Talk to us
Try a 14-day free trial of PandaDoc today and see how much time it
could save. No credit card required
Related questions
How to make a graph in Excel
How to convert Word to Excel
What is Excel-to-Word document automation?
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PandaDoc is not a law firm, or a substitute for an attorney or law firm. This page is not
intended to and does not provide legal advice. Should you have legal questions on the
validity of e-signatures or digital signatures and the enforceability thereof, please consult
with an attorney or law firm. Use of PandaDoc services are governed by our Terms of Use
and Privacy Policy.
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Want to expand your revenue knowledge and learn everything there is to know about the inner
workings of document workflows? The PandaDoc Q&A section is your go-to resource.
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All alternatives A . A
DocuSign Dropbox Sign (HelloSign)
Contracts . . . o ] .
Swapping DocuSign with PandaDoc will give When you trade DropboxSign (HelloSign) for
eSignatures you unlimited documents, better value, and PandaDoc you will enjoy unlimited templates,
Forms convenient support. faster document creation, and advanced
analyfics.
Proposals
Explore Explore
Quotes
Proposify Qwilr
When you trade Proposify for PandaDoc you Switch from Qwilr to PandaDoc and
will get advanced eSignatures, better quotes, experience a more integrated, streamlined,
custom approval flows, and 24/7 support. and professional document solution.
Explore Explore
Conga Composer Practice Ignition
Swapping Conga for PandaDoc will give you Switching from Practice Ignition to PandaDoc
powerful analytics, streamlined document gives you all in one solution to create
customization, and secure electronic proposals, quotes, and contracts for your
signatures. business needs.
Explore Explore
Adobe Sign SignNow
When you switch from Adobe Sign to Switch to PandaDoc from SignNow and enjoy
| od) PandaDoc” Why PandaDoc? ~  Solutions v Resources v  Integrations v Pricing Contactsales  Login Request a demo
Product overview Collaborate Put an end to endless
What makes PandaDoc different Gather feedback fast and keep everyone on the same page
paperwork
Create documents Store & Organize See how with a live demo.
Professional, error free docs that wow everyone Centralize your documents and find them instantly
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All integrations
Salesforce [ZEITN
Featured CRM salesforce
Most popular
Newest Automatically update opportunity status +
and auto-fill sales documents in seconds.
For HR teams N
For sales teams Explore
For marketing teams
For sales operations
Premium
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HR Systems CRM
Categories . . . .
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CRM using the Greenhouse offer information, prospects, with fast, error-free quotes that are
without switching between systems easy to build and hard to beat - all done
HR Systems L
inside Salesforce CPQ.
Payment
Explore Explore
Storage
Admin
Productivity . . .
Zapier Connectors & Pipedrive p
Integration platforms Integration platforms CRM
Design Create custom, automated workflows using A single tool for generating and eSigning
your favorite Zaps. documents, and for end-to-end sales cycle
|PandaDoc® Why PandaDoc? v Solutions v Resources v  Integrations v  Pricing Contact sales Login
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's ti ff
It's time to automate your offer
letter process
Are you and your recruiting tfeam getting slowed down by offer
detail errors, compensation approvals, and low candidate
engagement? PandaDoc streamlines your hiring process by
automating how you create, send, and store offer letters — all
while providing an engaging experience for job candidates.
No credit card required

Make Greenhouse your new home for
|PandaDoc® Why PandaDoc? v  Solutions v Resources v  Integrations v  Pricing Contactsales  Login
°
The simplest way to make your
°
documents work for your bottom line
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One single tool No code necessary Real-time tracking
Consolidate your tech stack into a Get up and running within days, with Get real-time notifications whenever a
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documents, handles secure eSignatures, friendly interface makes it a breeze for completed — so you can make
and provides a content library and everyone to start using the platform adjustments based on who's interacting
analyfics. quickly. with it.
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Get started with PandaDoc today
O ——— ™ ™ ™ — — ——————
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Greenhouse X
8 Greenhouse is the hiring operating system
for people-first companies.
Overview Settings
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Make Greenhouse your new home for
offer letters
PandaDoc’s Greenhouse integration lets you add candidate and job-offer
data to your PandaDoc templates from Greenhouse in just a few clicks. Now
you can hire more efficiently by creating, sending, signing, and storing all
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PandaDoc vs Hellosign

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pageType: Marketing Marketing Marketing Marketing Marketing

screenKeywords:
PandaDoc® Why PandaDoc? v  Solutions v Resources v  Integrations v  Pricing Login
Home > Alternatives
elloSign?
Switch from Dropbox Sign (formerly HelloSign) to PandaDoc for power content creation tools, more
templates, better integrations, and more.
Request a demo Start free 14-day trial
No credit card required
Dropbox Sign (HelloSign) PandaDoc

Unlimited electronic signatures v v
Bulk e-signing options v v
Form creation v v
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Find the perfect PandaDoc solution for
your business
CPQ software Contract generator Proposal creator
PandaDoc includes CPQ functionality Quickly build high quality contracts Create and send captivating
that makes sales easier, faster, and with our powerful online tool. proposals in minutes (literally).
smarter.
Explore Explore Explore
Disclaimer
Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party
Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any
warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not
constitute an endorsement of such Third Party Materials.
Product Use cases Resources Compare Company
Pricing Proposals Help center vs DocuSign About us
|PandaDoc® Why PandaDoc? v  Solutions v Resources v  Integrations v  Pricing Login
All alternatives A . A
DocuSign Dropbox Sign (HelloSign)
Contracts . . . o ] .
Swapping DocuSign with PandaDoc will give When you trade DropboxSign (HelloSign) for
eSignatures you unlimited documents, better value, and PandaDoc you will enjoy unlimited templates,
Forms convenient support. faster document creation, and advanced
analyfics.
Proposals
Explore Explore
Quotes
Proposify Qwilr
When you trade Proposify for PandaDoc you Switch from Qwilr to PandaDoc and
will get advanced eSignatures, better quotes, experience a more integrated, streamlined,
custom approval flows, and 24/7 support. and professional document solution.
Explore Explore
Conga Composer Practice Ignition
Swapping Conga for PandaDoc will give you Switching from Practice Ignition to PandaDoc
powerful analytics, streamlined document gives you all in one solution to create
customization, and secure electronic proposals, quotes, and contracts for your
signatures. business needs.
Explore Explore
Adobe Sign SignNow
When you switch from Adobe Sign to Switch to PandaDoc from SignNow and enjoy
|PandaDoc® Why PandaDoc? v  Solutions v Resources v  Integrations v  Pricing Log in
Dropbox Sign (HelloSign) PandaDoc
Unlimited electronic signatures v v
Bulk e-signing options v v
Form creation v v
Tamper-proof documents v v
Content library X V4
Integrations (CRM, storage, efc.) N4 Vv
Real time audit trail v v
Reminders & notifications v v
Template creation Limited v
Signer attachments Vv X
In-person signing v v
From scratch document creation X v
Custom branding v v
White labeling v S
|PandaDoc® Why PandaDoc? v  Solutions v Resources v  Integrations v  Pricing Login
All alternatives . .
DocuSign Dropbox Sign (HelloSign)
Contracts . .
Swapping DocuSign with PandaDoc will give When you trade DropboxSign (HelloSign) for
eSignatures you unlimited documents, better value, and PandaDoc you will enjoy unlimited templates,
Forms convenient support. faster document creation, and advanced
analyfics.
Proposals
Explore Explore
Quotes
Proposify Qwilr
When you trade Proposify for PandaDoc you Switch from Qwilr to PandaDoc and
will get advanced eSignatures, better quotes, experience a more integrated, streamlined,
custom approval flows, and 24/7 support. and professional document solution.
Explore Explore
Conga Composer Practice Ignition
Swapping Conga for PandaDoc will give you Switching from Practice Ignition to PandaDoc
powerful analytics, streamlined document gives you all in one solution to create
customization, and secure electronic proposals, quotes, and contracts for your
signatures. business needs.
Explore Explore
Adobe Sign SignNow
When you switch from Adobe Sign to Switch to PandaDoc from SignNow and enjoy


Contact sales

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back to DocuSign, they'd saved with PandaDoc is Replacing our workflow with
probably be extremely unhappy incredible. Our sales team is PandaDoc gave life to our sales
with me. Gone are the days of happy that we now have a team.”
our clunky, inefficient proposal solution that has streamlined
and contract process.” their daily tasks and has made
it easier for them to close deals
fast.”
Maggie Taylor Aherne @ John Gerhard @ Travis Evans
Director of Operations q?ip Information Systems Director Manager of Sales Execution Strategy
© 2024 PandaDoc Inc. All rights reserved. Privacy notice Legal Cookie settings in f y o @ English (United States) v
|PandaDoc’ Contactsales  Login Request a demo
Talk to a sales
We'll help you maximize efficiency, so you can focus on
i I i t business instead of busy work.
First Name* Last Name*
Get your questions answered on the spot. See PandaDoc in Phone Number*
. o . i . . Work Email* = +
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for your needs.
Company Name* Company Size* v
Best Contact Sales
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Implen:):ntahle Usability 1 8.8 & & (¥
2,242+ Total reviews
2023 2023 By submitting this form, | agree that the Terms of Service and Privacy,
Notice will govern the use of services | receive and personal data | provide
respectively.
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PIT R B PR Ry ST S 7S o TR S T A PIT =P RE] IR P MU PR PR TP
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that make impressions
Stand out from the competition, with the top-rated platform
for creating, managing, tracking and e-Signing them all.
Request a demo Start free 14-day trial
No credit card required
X Close Select template Add recipients Review content
2 o 4
Trip Proposal
® Quick access It|nerary
My templates
— i
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= WEBSITE
UPLOAD SCOPE DEVELOPMENT
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PandaDoc® Why PandaDoc? v  Solutions v Resources v  Integrations v  Pricing Contactsales  Login
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} 49:00 ®=—0=——0=0 = 0. 0 O e O = O = 01 O 7 O = O e @ 4)) -ﬁ- EE :D:
Our speakers
Travis Tyler
Sr. Digital Content Producer @ PandaDoc
Cat Lim
Freelance Art Director & Designer '+ Adjunct Professor
. Kaylie Burchardt
| Vi Manager, Campaigns @PandaDoc
Learn from 3 marketers who did a free trial of Jasper Al. Is the powerful
and popular artificial intelligence tool for writing and content
marketing worth the investment? Our marketers think so!
Also, get a brief history of Jasper Al and its founders. See examples of
projects made with Jasper Al and determine if it’s worth it to swap from
ChatGPT.
Also, our marketers do a brief roundtable share of “Marketing Made Me
Buy It!” A fun segment that highlights effective marketing campaigns
that were engaging enough to make our panelists buy buy buy!
4 Key Takeaways 4
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Library > Podcast
Marketing Study: Jasper
: Jasper Al
g Y‘ Want to listen to this
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Cat Lim B chardt Travis Tyler
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} 49:00 ® =000 = 0 0 O e O = O = 01 O 7 O = O e @ o )) -ﬁ- EE :D:

Our speakers

Travis Tyler

Sr. Digital Content Producer @ PandaDoc

Cat Lim

Freelance Art Director & Designer '+ Adjunct Professor

. Kaylie Burchardt


Forums

pagePatterns:
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screenKeywords:
11 posts « 1 follower 93 posts « 1 follower

Featured posts

Payment Process: Important Announcement 1 )
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Help center > Creating documents, templates, content library items, and forms
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Creating documents, templates, content library items, and forms

Editor

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Fields Date field format and options

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Useful resources
Featured templates Sales proposals NDA agreements
Operating agreements Service agreements Sales documents
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< >
What is mandatory overtime policy? v
How do I create an overtime policy? A
The simplest way to create an overtime policy is to take a professionally written template and adjust it to the needs of your organization. You can
also take it and use as a framework for writing a policy from the ground up.
How does overtime work in the USA? v
If there are any company-specific phrases connected to overtime policy that your employees need
to be aware of, you can further define them in this section of the Company Overtime Policy
Template.
|What is mandatory overtime policy? v
How do I create an overtime policy? A
The simplest way to create an overtime policy is to take a professionally written template and adjust it to the needs of your organization. You can
also take it and use as a framework for writing a policy from the ground up.
How does overtime work in the USA? v
If there are any company-specific phrases connected to overtime policy that your employees need
to be aware of, you can further define them in this section of the Company Overtime Policy
Template.
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PandaDoc’ > Templates > Company Policy Templates > Company Overtime Policy Template
Fd PandaDoc Company Overtime Policy
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|Useful resources
Featured templates Sales proposals NDA agreements
Operating agreements Service agreements Sales documents
Marketing proposals Rental and lease agreement Quote templates
< >
What is mandatory overtime policy? v
How do I create an overtime policy? v
How does overtime work in the USA? v
If there are any company-specific phrases connected to overtime policy that your employees need
to be aware of, you can further define them in this section of the Company Overtime Policy
Template.
|Company Overtime Policy
Template
<7 Used 5,143 times
Y 4.4 Rating (39 reviews)
3. You can expand on this section of the Overtime Policy Template by further defining any company- 2 Al assistant included
.’@: specific terms related to overtime policy that your employees should know.
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Eligibility
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All current, non-exempt employees at [Sender.Company] are eligible for overtime 9 P
compensation.
Exempt employeesinclude employees working in supervisory or managerial positions.
Employees are classified as exempt or non-exempt according to overtime pay laws.
Procedure
Allemployees who anticipate needing hours of overtime must notify their supervisor(s) prior to
working overtime in order to get their overtime hours approved for compensation.
3. This section of the Overtime Policy Template is where you can make more notes to
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