What is document automation software?
Document automation software enables sales teams to work more efficiently by automating traditionally tedious document generation tasks that help them create more professional looking docs quicker.
Document automation software that promotes org-wide efficiency
Use 750+ pre-built templates to shorten your document assembly time. Speed up the approval process with automated approval workflows.
- increase in completed docs
per month - 87%
- decrease in document
creation time - 50%
- increase in close rate
- 36%
Streamline your document creation process
Document automation software shortens your document assembly time and helps reps close more deals.
Create docs in seconds with branded templates
Time is of the essence when prospecting and your sales team can’t afford to sacrifice quality for speed. Templates automate your doc creation process, allowing you to get complex documents out the door faster without risk of human error that kills deals. Import a PDF or a word document from Microsoft Word, then upload your company logo to our content library and use our document editor to create a document template, or select one of the 400+ pre-built templates from our template library.
Integrate your CRM to combine sales and marketing automation
Good data is critical when creating effective sales docs, but manually entering data from a CRM can be tedious and time-consuming. PandaDoc offers native integrations with many popular CRMs (including Salesforce) so you can automatically import accurate customer data into new documents with ease.
Collect eSignatures and payments inside your docs
PandaDoc makes it possible for prospects to seal the deal directly within business documents. Our eSignature and online payment functionality make for easy document generation. Create legal documents that ensure your business gets paid right away. Document automation software allows your team to save time, create less paperwork, and provide a simple check-out experience for customers.
Get docs approved and out the door in less time
Even after sales reps complete their administrative tasks, their documents still need to go through the approval process. This can slow down the sales pipeline, customer response time and make it harder to get docs to customers. PandaDoc’s document automation tools help speed up the approval process with automated approval workflows. Once your document is complete, you can set up an automated internal workflow so that all designated approvers can sign off on the doc before it’s sent. Shorten your sales cycle by making it even easier for your internal team to review and approve your documents.
Frequently asked questions
Why should I use document automation software?
To decrease the creation time of professional-looking, media-rich documents proven to close more deals and shorten your sales cycle, while providing a world-class eSignature and checkout experience for customers.
What are the deal stages PandaDoc document automation can cover?
PandaDoc covers the entire sales cycle, from propose to close. Pre-made templates allow users to automatically create stunning documents quickly, analytical insights guide teams through the negotiation process, and e-Signature and online payment functionality create seamless, automated collections and signature process.
How easily PandaDoc can be integrated with other tools?
Some integrations, such as HubSpot, Pipedrive, and ZohoCRM, are very easy to install. Depending on the CRM you use, go to their marketplace (alternatively, you can access it from PandaDoc), find PandaDoc, and click Install. More robust offerings require a few more steps in order to add the PandaDoc module into your CRM. At the same time, they offer more customization options, e.g. how much space the module takes on your CRM pages.