As work environments undergo rapid transformation and distributed and hybrid workforces become the norm, the need for an efficient, smooth digital document creation and management process becomes paramount. Documents remain the essential glue of how business gets done, but many professionals are still stuck in manual legacy processes or facing challenges in their digital document creation.

In today's episode, I explore the benefits of document automation and digitization of workflows with Nate Gilmore, CMO, PandaDoc. I also learn more about how this all-in-one document workflow automation platform helps fast scaling teams accelerate the ability to create, manage, and sign digital documents, including proposals, quotes, contracts, and more. On average, their customers achieve a 28% increase in close rate, an 18% increase in the average sales price, and a 65% decrease in the document creation time.

We discuss the age-old story of how David is taking on Goliath in the world of SaaS dynamic documents and how close we are to the dream of a paperless office.

About Nate

With over 20 years of executive experience, Nate helps high-growth SaaS startups supercharge their sales, develop effective marketing programs, and execute customer success plans that move the needle. As CMO for PandaDoc, Nate oversees the marketing team using his broad-based knowledge and extensive experience in business development to ensure that the strategic direction is implemented.

With a passion for leadership and mentorship, Nate is a seasoned tech operator, investor, and advisor and has worked with hundreds of smaller startups to help them reach their revenue goals.