The average PandaDoc user creates and sends a document in 2 minutes or less using automated workflows and document templates. Avoid inefficient processes with PandaDoc’s CRM integrations, on-the-fly editing, and custom content libraries.
The old way of generating documents involves too many repetitive tasks. PandaDoc’s document generation tools automate your processes by eliminating the need for separate tools, systems, and stakeholders.
Branded templates, custom-designed themes, and CRM integrations will impress your recipients to cut through the competition and win deals. Generate documents with embedded videos, GIFs, and interactive pricing tables to captivate like never before.
Your business documents contain information that need industry-compliant security. PandaDoc is HIPAA, FERPA, and GDPR compliant. You can rest-assured that your data is always protected with sophisticated encryption management.
Use the PandaDoc REST API to scale your document generation efforts. Enable any application or programming language that supports HTTPS to send and receive document data from a PandaDoc account.
We have 2-way sync, native integrations with Salesforce, Pipedrive, HubSpot, Zoho, Copper, Microsoft Dynamics, Zendesk Sell, Insightly, Nimble, SugarCRM, Freshales, SalesforceIQ, and Pipeliner.
Our template library offers 450+ document templates to jumpstart your document creation process that allows for quick assembly of engaging, professional, and personalized documents.
The first step to creating a template is adding roles. These are placeholders for future recipients like client, accounting, signer, etc so you can add in dynamic information that will change from document to document such as Name, Address, Company name. Then add content through different blocks and fields. Assign the fields, hit save, and create your first document from this master template.
Keep your branding consistent with content locking in PandaDoc. By clicking “restrict editing” you can prevent team members from editing that block of content. Click the toggle to “lock block position” in order to prevent a block from being deleted entirely.
You can also design templates inside PandaDoc with custom branding, colors, fonts, and rich media (images, GIFs, videos).
Create custom roles and permissions to ensure which users have the ability to create and edit your templates.