New employee welcome packs for onboarding your own staff, or your client’s staff.
Branded bookkeeping business template packages will take care of your…
Win more new clients quickly by sending professional engagement letters.
Send lodgements out for signing with detailed reports.
Pricing catalogues for those who offer packages in addition to hourly rates.
we use PandaDoc to help bookkeepers with…
Stop chasing clients; set and forget with automated reminders.
Demonstrate tech-savvy to potential clients with branded docs.
Connect with favourite CRMs and apps like Dropbox, Google Drive, Xero & Stripe.
Track received, viewed and signed, plus time-on-page analytics.
Happy bookkeeper testimonials
I am just loving PandaDoc. I got heaps of lodgements done in one go today.
Great to see when docs were opened and signed. One client replied “thanks Kate, so easy!”
Doing the happy dance as I had such a productive day.Kate Morris
A big shout out to Amy Hooke for her assistance with setting up Pandadoc with templates.
I was so busy with clients I had no time to set up the system.
Now I can go through the engagement process with my clients confidently and easily. What a legend!Terri Wilson
Business in a box
Add value to your bookkeeping clients
Find out how affordable it is to implement this convenient system in your own business.
If you’re looking for an additional income stream, and a value-added service to offer your clients, the EpicPanda plan gives you the training you need. Manage your clients payroll onboarding, or business proposales. Create branded templates for your clients in their own portal.
For anyone who is thinking about getting on board with PandaDoc, and having the lovely Amy Hooke set it up for it…do it!!
It’s super easy to use. I literally logged in, all the templates were there, I just had to add in a few details and it they were ready to send off for signing.Danielle Rule