Developed by: PandaDoc Inc

What is PandaDoc?

PandaDoc is a document automation platform that helps businesses streamline their document creation, delivery, and e-signature processes. It is primarily used for creating and managing sales proposals, quotes, contracts, agreements, and other business documents. PandaDoc offers a variety of features to facilitate document workflows and improve efficiency.

PandaDoc is designed to help businesses save time, reduce manual work, and close deals faster by streamlining their document workflows and providing tools for document creation, collaboration, e-signatures, and analytics.

What makes PandaDoc strong?

PandaDoc provides a user-friendly drag-and-drop editor for creating professional-looking documents from scratch or using customizable templates. Users can add text, images, tables, and other elements to their documents with ease.
Multiple team members can collaborate on documents in real-time, making it easy to gather input, make revisions, and finalize documents collaboratively.
PandaDoc allows users to collect legally binding electronic signatures from clients and stakeholders directly within documents. This streamlines the signing process and eliminates the need for printing, scanning, or faxing.
Users can track the status of their documents in real-time, including when they are opened, viewed, and signed by recipients. This provides valuable insights into document engagement and helps users follow up with recipients as needed.
PandaDoc provides detailed analytics and reporting on document activity, including the time spent on each page, the number of views, and the completion rate. This data helps users understand how recipients interact with their documents and identify areas for improvement.
PandaDoc integrates with a wide range of third-party applications and business tools, including CRM systems (such as Salesforce, HubSpot, and Zoho), payment processors, and cloud storage services. This allows users to seamlessly incorporate PandaDoc into their existing workflows.
PandaDoc offers workflow automation features, such as document approval workflows and document generation based on predefined templates and rules. This helps users streamline their document processes and improve efficiency.
PandaDoc provides a library of customizable document templates for various use cases, including sales proposals, contracts, HR documents, and more. Users can easily find and use templates to create professional documents quickly.