PREPARED FOR:

Proposal Contact: Proposal Date:

[Company Rep.FirstName] [Company [Proposal Date]
Rep.LastName]
[Company Rep.Email]
Welcome!
This is an example of a PandaDoc "Template". Templates are unique because they take
traditional documents and PDFs to a whole new level by unlocking rich, interactive editing
features. Also, because they are HTML5-powered, which means they deliver a stunning
user experience across any device or browser.

This is your chance to dig-in, start customizing, and testing all the features PandaDoc has
to offer. Have fun!

Questions?
If you have questions check out our FAQ library or you can schedule time with one of our
product experts to guide you through the setup!
Objectives
TIP: Give a high-level overview of your project objectives. You can also visually represent
them using a diagram like the one below.
Scope of Work
TIP: Provide a detailed overview of the scope of work required for each objective. See how
this layout uses images and text to help customers visualize different moving parts of this
project?

PandaDoc's most successful users blend both text AND visuals. So we recommend thinking
about ways you can do this with your own proposal. Hopefully this sample gives you some
inspiration! Another way to make sure your documents are "dressed" for success, invite
your design or content marketing teams to collaborate in our shared workspaces.

Overview of Process, Deliverable, Timeline

Quam tempora dolorem consequuntur, aut et nihil quidem
minima quisquam suscipit, tempore consequuntur
dignissimos animi nulla accusantium voluptatibus veniam,
libero veniam unde omnis iusto voluptates id, labore
obcaecati amet sit ut voluptas aliquid, nihil qui expedita
delectus facere nesciunt excepturi eveniet reiciendis quam?
Architecto quo tempora maxime, modi enim ea suscipit
natus ipsam, sit vero fugiat, voluptas quae
Overview of Process, Deliverable, Timeline
Quam tempora dolorem consequuntur, aut et nihil quidem
minima quisquam suscipit, tempore consequuntur
dignissimos animi nulla accusantium voluptatibus veniam,
libero veniam unde omnis iusto voluptates id, labore
obcaecati amet sit ut voluptas aliquid, nihil qui expedita
delectus facere nesciunt excepturi eveniet reiciendis quam?
Architecto quo tempora maxime, modi enim ea suscipit
natus ipsam, sit vero fugiat, voluptas quae
Customer Success
TIP: Try testing images, quotes, videos, and text from your own client success stories. Get
creative! Don't forget, you can also embed video testimonials or HTML content from our
content blocks.

Sales Team Gets Contracts Signed Easily

and Electronically with PandaDoc

Instead of guessing when or whether the client may have

looked at the contract, Privy knows exactly when the
document was read, how long the customer lingered, and
which page the customer considered most carefully.

Accelerates Sales with High Impact Proposals

Previously, old PDF proposals were time consuming to

create and challenging for buyers to navigate. PandaDoc
provided them with a beautifully packaged proposals and a
streamlined workflow that helped them increase efficiency
and close deals faster.
Solution Showcase
TIP: Show some examples of your work - visuals always get buyers motivated!

Source: Chris Bannister

Pricing
TIP: Play with the pricing table, add discounts, adjust quantities, you can even autofill
complete pricing details within a few keystrokes if you go to the "Pricing Catalog" in the
main menu.

If you would like a shortcut to load your pricing catalog, check out this FAQ. Also, you can
activate one of our integrations, like Salesforce or Pipedrive, and pull this data in
automatically.

Name Price Qty Subtotal

Monthly Subscription $25.00 1 $25.00

You can auto-populate this data via
the Pricing Catalog.
Agreement
TIP: Now it's time to send this sample "Agreement" to your colleagues to get their feedback
on your creation! You can also check back on the "Analytics" tab to measure your content's
success!

The information contained in this SAMPLE PROPOSAL constitutes the terms between
[Company Rep.Company] , [Company Rep. Address] and the client [Client.Company]
[Client.Address].

All prices agreed upon will be honored by both parties. Continued services after that time
will require a new agreement.

Authorized Signature: The undersigned agrees to the terms of this contract on behalf of
the organization or business

Signature of Client: _______________________ Date: ________________

Company Representative Signature: _______________________

TIP: Before you send this sample proposal, you need to first select "Create Doc" from the
side menu on the right and then you will be be prompted to fill-in the tokens (highlighted
above). This will dynamically fill fields when you hit send.

Also, if you added any fields to your document to collect information from your recipients,
you must first assign the field(s) to be completed by to your recipients -- this helps when
there is a signature order that needs to be followed and it also provides sleek simplicity for
the end-user.

CONGRATS!
You have sent your first document to someone and
hopefully are inspired to start using PandaDoc to close
deals faster.

Next steps?
Now you should clone this template, experiment with
your own branding, content, pricing, and start to see
how well it fits with your current workflow!
Check out our PandaDoc 101 Webinar
Talk to one of our product specialists!