PandaDoc for proforma, agreement, and eSignature handling on the free eSign plan — covering beginners who create and send documents, intermediate users who build templates and use the audit trail, and advanced users who manage the annual allowance and decide on rollout. Mapped directly to the department's Proposal, Proforma, and Payment Link process.
The core use cases in this guide cover proforma and agreement signing on the free eSign plan: creating a first proforma document, sending it for eSignature, and tracking signature status; then building a reusable proforma template, working within the two-recipient limit, and using the audit trail as signing evidence; and finally budgeting the sixty-document annual allowance, piloting PandaDoc on one deal type alongside Adobe Sign, comparing the two flows, and reporting the pilot outcome and rollout decision to leadership.
Different use cases for the tool in work fields.
Turn a proforma into a template so each new one takes minutes.
Build a proforma in a drag-and-drop editor instead of assembling it by hand.
Send a proforma for signature and let the client sign without printing.
See whether a document has been opened or signed without chasing by email.
Handle deals that need more than two signers on a free-plan document.
Keep a defensible record of who signed what and when.
Plan around roughly five documents a month so the allowance is spent well.
Run a controlled pilot without disrupting the existing signing process.
Judge honestly whether the free tool actually improves the signing process.
Give leadership a clear recommendation backed by the pilot's evidence.
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