PandaDoc is the future of documents, PandaDoc. is All-in-one software to create, deliver, and eSign your team’s quotes, proposals, contracts, and other sales collateral.
Create beautiful proposals and sign documents online
Achieve unparalleled sales success for your entire team with PandaDoc.. Automate your approval process and save hours on every quote, proposal, and contract you send.
Swap out your clunky word processors and plugins for PandaDoc’s online drag-and-drop document builder. Ensure fast, error-free pricing with PandaDoc’s CPQ module. Replace printing, scanning, faxing, and snail mail with legally binding electronic signature software.
Sales documents aren’t made from scratch. Chances are you already know which pieces of content work for your team.
The PandaDoc content library is set up to store such content blocks in one, central place. Reps simply drag and drop your pre-approved paragraphs, pricing tables, legal clauses, or multimedia content to create on-point documents each and every time.
Document analytics are the “read receipt” for quotes, proposals, and contracts. As a part of the PandaDoc deal room, you get the total low-down on how many times your client opened each document and which sections they’ve paid most attention to.
Knowing what sells enables your reps to address client concerns immediately and even helps improve team collateral over time.
Answering questions and addressing objections via email is simply too slow to be productive.
PandaDoc’s real-time comment thread is instant, easy, and keeps all the right people in the loop. Let your clients suggest changes to the document itself and compare versions to see what’s changed. Your reps can set their own email notifications as well so they never miss a thing.
The actual signing of a document can often be the biggest sticking point in a deal.
The whole print, sign, and re-scan process oftentimes can bring a promising deal to a screeching halt. PandaDoc’s legally binding electronic signatures boost your transaction speed up to 5x and help you close deals faster.
Internal approvals can slow down sales. PandaDoc allows you to set up clear, secure approval processes with a customizable workflow.
Receive instant notifications of areas to sign off on when reps flag for approval. With PandaDoc’s intuitive dashboard interface, nothing will get lost in the shuffle again.
Multi-Team & Multi-Product
If you have several sales teams or you’re selling more than one product simultaneously, PandaDoc’s multiple workspace functionality is a necessity.
The multi-team and multi-product setups help keep approval processes running smoothly and separately. For companies with multiple branches or extensive reseller networks, this is a very useful feature.
CRM & Storage Integration
PandaDoc works seamlessly with all major CRMs including Salesforce, Insightly, Pipedrive, ZohoCRM, PipelinerCRM, and PipelineDeals.
Document initiation begins with a CRM. Once a document is completed, it links back to your CRM’s deal and contact info. You can also access files stored in Google Drive, Microsoft OneDrive, Dropbox, Box and Salesforce Documents.
Locked Down Content
PandaDoc lets you lock certain content blocks and branding elements so you never have to worry about compliance again.
Make it easy for your reps to use approved content, and keep your accounting, legal, and marketing departments happy.