Build a proforma in a drag-and-drop editor instead of assembling it by hand.
Proformas and agreements are assembled per deal and routed manually today. PandaDoc's free eSign plan provides a drag-and-drop editor to build the document cleanly at no subscription cost.
This guide walks you through creating your first proforma document in PandaDoc, replacing the manual assembly step with a structured editor.
Give leadership a clear recommendation backed by the pilot's evidence.
Judge honestly whether the free tool actually improves the signing process.
Run a controlled pilot without disrupting the existing signing process.
Sign up for the free eSign plan. The free plan covers 60 documents per year with unlimited eSignatures.
Create a new document. Use the drag-and-drop editor.
Add the proforma content. Insert client details, services, and amounts.
Place the signature and date fields. Position them where the client must sign.
Preview the document as the recipient will see it. Confirm that content and fields display correctly.
Save the document ready to send. The document is now prepared for the next step of your workflow.
You are preparing a proforma for [target company] to cover [service description]. 1. Create a new document. 2. Add client details: [target company]. 3. Add services and amounts: [service name], [quantity], [unit price], [total]. 4. Place a signature field where the client must sign. 5. Place a date field next to the signature field. 6. Preview the document as the recipient would see it. 7. Confirm all content is positioned correctly. 8. Save the document. The document is now ready to send for eSignature.
Create a new document, add the client details, services, and amounts, place the signature and date fields for the recipient, and preview it as the client will see it before sending.
Keep a defensible record of who signed what and when.
Handle deals that need more than two signers on a free-plan document.