What is a template?
Many of the proposals you send likely have the same content and wording. For the documents you use the most, our PandaDoc templates will save you a ton of time. Simply create one template, and when you are ready to send a proposal to your prospect or customer, all you need to do is customize it with appropriate content and send your document for signature.
How PandaDoc is different from other contract management systems?
PandaDoc is an all-in-one contract lifecycle solution. Unlike other editors and tools, PandaDoc includes legally-binding eSignatures, internal document analytics and reporting features that you’d often have to purchase in addition to contract software.
What is a content library?
The PandaDoc content library is the best way to store your most frequently used content. You can build a customized library full of photos, videos, customer testimonials, legal terms, disclaimers and more. Simply drag and drop a content library into any proposal template or document. You can also lock content to prevent a user from editing.
How can I track my documents?
We include detailed document analytics that gives you insight into what happens after you send your document. You’ll receive real-time notifications every time your recipient opens and views your document. We’ll also tell you which pages were viewed and for how long the recipient spent on each page.
Does PandaDoc work with my CRM?
Yes! PandaDoc integrates with over a dozen of the biggest CRMs on the market. When you connect your CRM to PandaDoc, you can create and send a proposal without leaving it. Most integrations allow you to merge important contact, opportunity, and pricing details right into your documents.