What CRM integrations does your document generation tool support?
We have 2-way sync and can integrate with popular CRM solutions including Salesforce, Pipedrive, HubSpot, Salesmate, and many more.
Document generation software
Create, send, and manage HIPAA, FERPA, and GDPR compliant documents in minutes, from any device. Use branded templates and custom-designed themes to get important docs out the door fast.
- increase in completed docs
per month - 87%
- decrease in document
creation time - 50%
- increase in close rate
- 36%
Smart document generation software made simple
Professional designs in minutes
The best document generation software does more than just adding text to a blank page — it enables you to design docs that represent your brand’s voice tone, and style. Capture your recipient’s attention with branded templates, custom-designed themes, and a powerful integration with Canva that lets you drag and drop stunning design elements in seconds.
Make yours dazzle with embedded videos, animated GIFs, and interactive pricing tables that give your client the power to pick and choose which services they want — without the back and forth.
Create more documents in less time
You’ve got a lot on your plate. Why spend hours building lengthy documents from scratch when you don’t have to? Document creation software should reduce the amount of time you spend creating docs, not extend it. PandaDoc cuts your document creation time by 50% while streamlining document processes so you won’t need to worry about tracking different tools, permissions, and stakeholders.
Endless integrations
Say goodbye to mind-numbing work. PandaDoc integrates with more than thirty tools that are probably already a part of your tech stack. Connect PandaDoc to your preferred CRM, project management tool, or design software to help streamline your document workflow and get you back your time.
Don’t worry about re-entering data, either. PandaDoc’s REST API helps transfer all your information from your CRM directly into your new document generation software, completely hassle-free. Focus on your business instead of time-consuming data entry and proofreading.
High volume document production
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.
Frequently asked questions
What templates do you offer?
Our document generation software has more than 750 done-for-you templates done-for-you to choose from, including legal documents, marketing materials, and internal documentation.
Whether you need to craft proposals, contracts, internal resources, or research documents, PandaDoc helps you build a dazzling document in less time.
How do I create templates in PandaDoc?
First, create roles. These roles allow you to assign various editing abilities to different people in your organization. Some roles you can include are: client, accounting, or signer.
You can then use these roles within your documents to create dynamic fields that will change whenever you start filling out a new document.
For example, you can designate areas in your templates like “client name” and “company address” that will automatically populate when you use the template to create documents later. That saves you time on every single document you produce in the future.
How do I enforce brand guidelines for my documents?
You can use PandaDoc’s content locking functionality to keep your brand guidelines consistent across every document. Clicking “restrict editing” in the document generation tool prevents anyone else from altering that content. You can also click the button to toggle to “lock block position” to prevent the block from being deleted.
It’s also easy to create templates that meet your brand guidelines by uploading colors, branding, fonts, and rich media within PandaDoc’s document creation software. When you build the template, you ensure everything follows your guidelines once and never have to worry about it again.
Are PandaDoc’s document templates secure?
Yes, everything created in PandaDoc’s document generation software is secure. It’s held to the compliance standards of HIPAA, FERPA, and GDPR. Unlike open-source document generation software, PandaDoc is completely secure and will keep even the most sensitive data private. That’s what makes it the best medical and legal document generation software out there. Still concerned? Check out our security page for more info.
What if I need to create multiple documents at once?
PandaDoc provides the best document generation software for producing a large volume of documents at once and in the least amount of time. PandaDoc’s REST API allows you to scale your document generation efforts quickly and securely. Simply enable any programming language or application that supports HTTPS to send and receive document data from any PandaDoc account.
