Give leadership a clear recommendation backed by the pilot's evidence.
You turn the pilot into a decision by showing leadership what improved, what the free limits blocked, and whether PandaDoc is worth a paid plan, a narrow stopgap, or dropping entirely.
An honest negative result is as valuable as a positive one. This report closes the pilot loop and gives leadership the evidence they need to commit, contain, or cancel.
Judge honestly whether the free tool actually improves the signing process.
Run a controlled pilot without disrupting the existing signing process.
Plan around roughly five documents a month so the allowance is spent well.
Set out the pilot's scope and the deals it covered. Name the deal type, the number of documents sent, and the period the pilot ran.
Report the time saved or lost against the Adobe Sign process. Use the comparison data you collected during the pilot to show the delta.
Show how much of the sixty-document allowance the pilot consumed. Express this as a fraction and project annual usage if the pilot volume were sustained.
State plainly where the free limits blocked real deals. List any instances where the two-recipient limit or the sixty-document cap forced you back to Adobe Sign.
Set out the options: upgrade to a paid plan, keep PandaDoc as a narrow stopgap for simple deals, or stop using it entirely.
Give a clear recommendation with the reasoning behind it. Tie your choice to the time savings and the frequency of blocker events.
**Pilot scope:** [target deal type], [number] documents over [period]. **Time delta:** Saved [X] hours per deal versus Adobe Sign manual routing. **Consumption:** Used [Y] of 60 documents ([Z]% of annual allowance). **Blockers:** Two-recipient limit blocked [N] deals requiring [stakeholder role] sign-off. **Options:** 1. Upgrade to [paid plan tier]. 2. Keep free plan for [narrow use case] only. 3. Stop and revert to Adobe Sign. **Recommendation:** [Upgrade | Keep as stopgap | Stop] because [reasoning tied to time savings and blocker frequency].
Report the pilot's scope, the time saved or lost versus Adobe Sign, the share of the sixty-document allowance consumed, where the free limits blocked deals, and a clear rollout recommendation.
Handle deals that need more than two signers on a free-plan document.
Turn a proforma into a template so each new one takes minutes.