Taking Control of Your Document's Lifecycle from Creation to Completion.pptx
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Check out this on-demand webinar to review the 4 steps in a document lifecycle and how to get the most out of your eSign documents from creation to competition with PandaDoc and BrainSell.
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Taking Control of Your Document's Lifecycle from Creation to Completion.pptx
- 1. REPLACE
- 2. Trouble with audio? Try dialing in! Submit your questions live for our Q&A at the end. We’re recording and we’ll email you the link. First, housekeeping
- 3. Please use the Q&A button to ask your questions and upvote others. Ask away!
- 4. Scott Bilodeau Director of Solutions Engineering, PandaDoc Your speakers Frank Cuccio Customer Success Manager, BrainSell
- 5. On average, how many steps are there in a document automation process? Poll Time!
- 6. Storage & Beyond Source of Truth Design & Control Acceptance The Document Lifecycle
- 7. Why Should I Care? ● Reduce manual errors and inconsistencies ● Personalized and Automated workflow Update legacy processes and make your agreement workflows more efficient ● Spend less time & money ● Compliance and storage Get rid of inconsistent documents Give your recipients a great experience
- 8. SOURCE OF TRUTH STEP 1 ● Where is data coming from? ○ PandaDoc ○ CRM ○ Other
- 9. DOCUMENT DESIGN & CONTROL STEP 2 ● Internal PandaDoc Design ● Canva Integration
- 10. DOCUMENT ACCEPTANCE STEP 3 ● Analytics ● Revisions ● eSignatures ● Payments
- 11. STORAGE & BEYOND STEP 4 ● Within PandaDoc ● CRM ● Project Management Tools ● API & Webhooks
- 13. What part of your document lifecycle could you improve? Time for a Poll!
- 14. Questions?
- 15. Resources ● PandaDoc Integrations ○ CRM, Payment, Storage, Admin, Productivity, Platforms, Design ● PandaDoc Live Support ○ Available in-app, bottom right corner ● Brainsell’s PandaDoc vs. DocuSign - A Definitive Comparison Guide
- 16. That’s a wrap. Thank You! Connect with Scott: https://www.linkedin.com/in/scott-bilodeau/ Connect with Frank: https://www.linkedin.com/in/francismcuccio/
Editor's Notes
- Before we begin let’s go through some housekeeping items If you’re having trouble with the audio, there is call-in info in your final reminder email, but it is optimized to be heard through your computer speakers Please as we go through this webinar, please submit your questions live when you think of them and we’ll address them at the end during our Q&A session. If we don’t get to all of them, we will follow up with you after the webinar. (Promote engagement and participation) And we are recording today’s event so we’ll be sending around a recording as well as some material within 24-48 hours after the event.
- Before we begin let’s go through some housekeeping items If you’re having trouble with the audio, there is call-in info in your final reminder email, but it is optimized to be heard through your computer speakers Please as we go through this webinar, please submit your questions live when you think of them and we’ll address them at the end during our Q&A session. If we don’t get to all of them, we will follow up with you after the webinar. (Promote engagement and participation) And we are recording today’s event so we’ll be sending around a recording as well as some material within 24-48 hours after the event.
- Today we’re talking about x,y,z. Before we jump in, we’re curious…
- Hey Scott you’ve been at PandaDoc for 5 years, what have you seen our customers - why do you think these are the key 4?
- Scott starts and queues Frank with Brainsell’s internal use case As someone who joined the company recently, finding the documents and just continuing to improve those efficiencies, reducing friction Inconsistencies in documents and in the business
- Queue over to scott you talk to a lot of customers where do they find their source of truth? CRM internal data bases Customers need to identify where that is :) its gotta a central location Brainsell uses Sugar internally and do work with implementing over CRMs
- Queue to Scott on transformation of a brand’s digital identity Migrated from plain, boring static docs and basically turned them into a web page Doesn't have to be a piece of paper Frank - Keep everything standardized through content library Content was all over the place, now there’s a team in place to make things easier, on brand, and styled appropriately and consistently Isn’t limited to colors, fonts, its also legalese, T’s&C’s keeps everyone in compliance if you will
- Queue Frank with document analytics and the impact of customers conversations - Frank’s favorite story Scott - ease of edits, revisions and able to send out in minutes Convenience of eSign built right - fast Payments- just keeps things moving doesn’t matter if you signed a deal if you don’t get paid ;) other depts benefit as well, keeps customers top of mind, reduces the risk
- Forever storage in PandaDoc, store details in CRM for reference for onboarding/next stages, product syncs proposal and source of truth is synced together No need to recreate the wheel, feeds into next stage of the customer process Special terms between Brainsell and customers - Frank’s story Automatic provisioning - hits our systems and triggers emails, etc and gives customer’s access Handoff between the end of the sale and to the next customer stage
- Follow up the questions
- Add Brainsell’s comparison guide