Better document creation
PandaDoc makes creating documents faster and easier than ever. You’ll be able to create documents from inside your CRM and watch as key data is automatically populated throughout the document. Then, you can add finishing touches including custom pricing tables, images, attachments, and embedded videos. Here are just a few of the features that make creating documents with PandaDoc amazing:
– Custom template and content libraries
– Easily configurable pricing tables
– Automatic data sync from CRM
– Intuitive drag and drop interface
– Custom themes, fonts, and layouts
When multiple people need to provide input or review a document, using the collaboration functionality in PandaDoc saves a ton of time. Your entire team will be able to review and privately comment on documents they’re working on, and clients can provide their feedback via public comments. PandaDoc automatically keeps track of document versions and revisions, so you don’t have to worry about sending the wrong file.
More powerful CPQ features
PandaDoc streamlines quoting thanks to a built-in product catalog, CRM sync, and robust pricing tables. Our CPQ features make it easy to offer optional line items, editable quantities, discounts, and more.
PandaDoc analytics benefit sales managers and sales reps by offering key insights that help keep the sales cycle moving forward. Sales managers will be able to see where every quote, proposal and contract is from a central dashboard, and reps will be able to see when and how long every page of the documents they send are viewed, giving them the ability to know exactly when to follow-up and what to say.
What you get when you switch to PandaDoc
Dozens of integrations
Easy to use content
Pre-built and custom templates
RightSignature vs PandaDoc
|Upload Docs & PDFs|
|Phone & Email Support|
|Cloud Storage Integrations|
|Online Document Builder|
|Custom Pricing Tables|