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Save time and maximize ROI with PandaDoc

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The results speak for themselves:

  • 87% increase in closed deals per month

  • 54% increase in documents sent per month

  • 50% increase in documents creation per month

These results are based on performance from select PandaDoc customers and may not reflect the results of your use of PandaDoc.

Banner – Integration

The PandaDoc and HubSpot integration has a wide-variety of features available to streamline workflows and increase efficiencies. Our help center articles are chock-full of helpful insights, frequently asked questions and how-to videos to ensure you’re up to speed on all of the great features the integration has to offer.

  • The PandaDoc and HubSpot integration has a wide-variety of features available to streamline workflows and increase efficiencies.

  • Our help center articles are chock-full of helpful insights,

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The complete document management solution

From creation to signature to payment, PandaDoc is a 360-degree document management solution that helps your teams get more done, faster.

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Benefits

Easily generate custom agreements tailored to your audience and workflow with our drag-and-drop editor.

Smart content

With PandaDoc, everyone’s eyes are on the same document for real-time redlining, comments, approvals, and more.

WorkspacesRooms

PandaDoc's CRM integrations, embeddable API, and automation features speed up your workflows while eliminating errors and repetitive tasks.

CRM integrationAPI

Not only can you capture signatures, but decide signing order, verify the identity of recipients, set signing groups, and even notarize documents.

Signing ordereSignature

PandaDoc records an audit trail for every document, reports user activity, and tracks document metrics, too.

Document trackingAudit trail

Easily embed trusted payment gateways directly into bills and invoices so customers can pay with just a few clicks.

Payments

Sales documents that work as fast as you do

Accelerate sales with end-to-end deal automation, powerful integrations, payment options and so much more.

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Make negotiations and approvals easier

Accelerate your internal approval process by routing documents directly to stakeholders. Conditional approvals can even trigger when specific conditions are met, like for large deals or specific legal terms.
Once quotes are approved and sent, reps and customers can use commenting and redlining tools to make negotiations seamless and deals finalized ASAP.

Workflow automation
Workflow automation

Make negotiations and approvals easier

Accelerate your internal approval process by routing documents directly to stakeholders. Conditional approvals can even trigger when specific conditions are met, like for large deals or specific legal terms.
Once quotes are approved and sent, reps and customers can use commenting and redlining tools to make negotiations seamless and deals finalized ASAP.

Workflow automation
Workflow automation

Track interactions in real time

Know exactly when prospects engage with your documents. Get instant alerts when documents are viewed, or when users add comments and sign deals.
With PandaDoc, reps can see a page-by-page breakdown of where prospects spend their time. Sales teams can use these insights to follow up at the perfect moment, address objectives proactively, and keep deals moving forward.

Document tracking
Document tracking

Get paid right when deals close

Get paid fast by letting customers pay the way they prefer: online, directly from their quote. Embed trusted payment options like PayPal and Stripe directly in quotes to keep revenue predictable.

Document tracking

Deliver polished, customized quotes

PandaDoc’s drag-and-drop editor makes it simple to create, brand, and store quote templates, so they’re endlessly repeatable and easy to generate.
Each template can be built with fields that pull customer data directly from your CRM and smart content that adjusts automatically (based on location, customer type, etc.), so customization takes just a few clicks.

Capture signatures, close deals fast

No more chasing down stakeholders. With PandaDoc, they can review and e-sign in one place, no third-party tools required. And every signature is secure and legally binding to keep deals moving fast.

Capture signatures, close deals fast
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