Beyond E-Signatures

PandaDoc Sends Documents, Velocibid Writes Them

PandaDoc has become a dominant player in sales document management. Their e-signature capabilities, quote generation (CPQ), and document tracking features make them an essential tool for many sales teams. If you need to send contracts, proposals, or quotes for signature, PandaDoc is excellent.

But there's a fundamental gap in what PandaDoc addresses.

The "Incoming" vs "Outgoing" Problem

PandaDoc is designed for outgoing documents—standardized materials you create and send to prospects:

• Proposals built from your templates

• Quotes configured from your product catalog

• Contracts assembled from your clause library

• Collateral sent for prospect review

This covers an important part of the sales workflow. However, it completely misses a critical scenario that many B2B sales teams face: incoming questionnaires.

When the Prospect Sends YOU a Document

Enterprise deals often involve the prospect sending you their documents:

• Security questionnaires (SIG, CAIQ, custom assessments)

• Vendor application forms

• Technical requirement matrices

• Formal RFPs with specific question formats

These documents arrive in the prospect's format—not yours. They contain their questions, their structure, their requirements. PandaDoc can't help because you're not sending from a template; you're responding to their specific inquiries.

The Automation Gap

Here's what typically happens without proper RFP software:

1. You receive a 200-question security questionnaire in Excel

2. Someone manually reads each question

3. They search through old documents trying to find relevant answers

4. They copy-paste and edit previous responses

5. Hours (or days) later, the completed questionnaire goes back

This process is painful, time-consuming, and error-prone. It's the exact problem Velocibid solves.

Velocibid Handles the Incoming Problem

When you receive an incoming questionnaire or RFP:

1. Upload the document to Velocibid (Excel, Word, or PDF)

2. Our AI automatically parses and identifies questions

3. The system searches your knowledge base for relevant content

4. AI generates draft answers with citations to source documents

5. Review, refine, and export in the original format

What used to take hours now takes minutes. And the answers are grounded in your actual documentation, not hallucinated content.

Complementary, Not Competitive

PandaDoc and Velocibid serve different stages of the B2B sales process:

| Stage | Tool | Use Case |

|-------|------|----------|

| Lead qualification | Velocibid | Answer incoming RFIs quickly |

| Proposal response | Velocibid | Complete formal RFPs with accuracy |

| Security review | Velocibid | Automate security questionnaires |

| Quote generation | PandaDoc | Build and send pricing quotes |

| Contract execution | PandaDoc | Get signatures efficiently |

Many teams use both tools together. Velocibid wins the deal by handling complex questionnaires; PandaDoc closes it with streamlined signatures.

When to Use PandaDoc

Use PandaDoc when you need to create, send, and track outgoing sales documents: quotes, contracts, proposals from your templates, and anything requiring e-signatures.

When to Use Velocibid

Use Velocibid when prospects send you their documents to complete: RFPs, security questionnaires, vendor applications, or any multi-question form requiring researched responses.