How it fits your workflow.
PandaDoc provides document creation and electronic signature workflows. A proposal, a draft agreement, and a completed document serve different roles in a lending journey. A useful workflow preserves the document version and approval context so staff do not rely on an unsigned or superseded copy.
WORKFLOW FOCUS
Document versions, approval stages, and completed agreements.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Why distinguish a proposal from a completed agreement?
A proposal can change before acceptance. The account record should identify the actual completed document rather than assuming the first shared version became final.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.