About PandaDoc
PandaDoc is a document automation platform that enables businesses to create, send, and manage proposals, contracts, and agreements with built-in e-signature capabilities. It streamlines the entire document workflow, reducing manual processes and speeding up deal closure.
Saysimple customers can now embed PandaDoc documents directly into WhatsApp conversations, allowing agents to share contracts and proposals with customers in their preferred messaging channel. Customers review and sign documents without leaving the chat, reducing back-and-forth email exchanges and accelerating sales cycles for real estate, professional services, healthcare, and retail businesses.
Popular use cases
Real Estate Agents Close Faster
A real estate agent negotiates terms with a buyer in WhatsApp. Once verbal agreement is reached, the agent generates a contract in PandaDoc and shares the signing link directly in the conversation. The buyer reviews and e-signs within minutes, all without switching channels or waiting for email.
Healthcare Practices Streamline Patient Onboarding
A medical clinic manages patient intake via WhatsApp. When a new patient books an appointment through the chat, the team automatically sends consent forms and medical history templates via PandaDoc. Patients complete documentation instantly, and signed forms sync back into the clinic's records.
Professional Services Firms Accelerate Engagement Letters
A consulting firm discusses a project scope with a prospective client over WhatsApp. Once terms are aligned, the agent sends a fully customized engagement letter via PandaDoc in the chat. The client reviews, signs, and the deal is confirmed—all within the same conversation thread.
