Skip to main content
Help centerLog inHelp center
Mobile Site Logo
Desktop Site Logo

    • Platform

      • Product overview
      • Contract Management
      • CPQ
      • Enterprise

    • Features

      • Image - Document generation - Icon
        Document generationAutomate document creation with customizable templates
      • Image - Payments - Icon
        PaymentsGenerate error-free quotes
tailored for every buyer
      • Image - Deal room - Icon
        Deal RoomsCollaborate and close deals in one personalized deal room
      • Image - Smart content - Icon
        Smart contentAdapt documents to the recipient's requirements
      • All features

    •  

      • automation icon
        Workflow AutomationsStreamline your workflow and reduce manual tasks
      • Approval workflow
        Approval workflowSimplify internal sign-offs before document delivery
      • Workspaces
        WorkspacesDistribute content across teams and departments
      • Tracking & analytics
        Tracking & analyticsGet insights into how users interact with your document
      • All features
    • Request a demo
    • Contact sales
    Product (Dropdown) - Featured Image
    Compare
    • vs DocuSign
    • vs Dropbox Sign
    • vs Adobe Sign
    • vs Proposify
    • View more
    • Image - Use case - Icon

      Use case

      • eSignatures
      • Proposals
      • Contracts
      • Quotes
      • Payments
      • All use cases
    • Image - Industry - Icon

      Industry

      • Software & technology
      • Professional services
      • Education
      • Healthcare
      • Construction
      • All industries
    • Image - Team - Icon

      Team

      • Sales
      • HR
      • Marketing
      • Customer success
      • Legal
      • All teams
    • Request a demo
    • Contact sales
    Customer stories
    • Image - Solution dropdown - Autodesk
      Autodesk now tracks sales metrics across its entire org
    • Image - Solution dropdown - Nomad
      Nomad cut customer acquisition costs by 20%
    • Image - Solution dropdown - TheKey
      TheKey saves 3,000 hours per year using PandaDoc
    • All customer stories

    • Sales and CRM

      • Hubspot
        Hubspot
      • Salesforce
      • pipedrive
        Pipedrive
      • Monday Logo
        Monday

    • Payment gateways

      • Square Logo
        Square
      • Stripe
        Stripe
      • Authorize Logo
        Authorize.net
      • Paypal Logo
        PayPal
      • QuickBooks Logo
        QuickBooks Payments
      • FreshBooks Logo
        FreshBooks

    • Collaboration and more

      • Zapier
      • Greenhouse
      • QuickBooks Logo
        QuickBooks
      • Slack Logo
        Slack
      • All integrations
    • API
    • Documentation
    Integration (Dropdown) - Featured Image
    CPQ Solutions
    • pipedrive
      Pipedrive CPQ
    • Hubspot
      Hubspot CPQ
    • Salesforce CPQ
      Salesforce CPQ
    • Image - Learn- Icon

      Learn

      • Customer stories
      • Blog
      • Templates
      • Webinars
      • Learning academy
      • Security
      • Resource library
      • AI Skills Lab
    • Image - Support - Icon

      Support

      • Help center
      • Contact us
      • Onboarding services
      • Professional services
      • Premium support
      • Partner Directory
    • Image - Developers - Icon

      Developers

      • API
      • Document embedding
      • Documentation
    • Request a demo
    • Contact sales
    Resources (Dropdown) - Featured Image
    Security & Compliance
    • Signature certificate
    • Two-factor authentication
    • HIPAA compliance
    • View more
  • API
  • Pricing
Request a demoStart a trialRequest a demo

Why businesses choose PandaDoc for sharing documents

Templates

Quickly create proposals with templates and editing tools

Build polished proposals in minutes using pre-designed templates and a drag-and-drop editor that anyone can use.

Close more deals with engaging, interactive proposals

Use videos, pricing tables, and real-time tracking to make proposals more engaging and actionable so that sales cycles move faster.

eSignature

Securely sign and approve without switching platforms

Utilize built-in e-signature functionality for shared documents so that teams and clients can sign quickly and keep deals on track.

Integrations

Connect proposals directly to Salesforce and HubSpot

Sync proposal activity with your CRM to reduce manual tasks, stay organized, and manage deals more efficiently in one connected process.

Product
  • Pricing
  • Integrations
  • Features
  • Updates
  • Security
  • HIPAA
Use cases
  • Proposals
  • eSignatures
  • Quotes
  • Contracts
  • Payments
  • Forms
  • Notary
  • API
  • CPQ
  • Deal Rooms
  • All use cases
Resources
  • Help center
  • Templates
  • Blog
  • Electronic signature law
  • How to guides
  • Developer center
  • System status
  • Onboarding services
  • Partner Directory
  • Recipes
  • AI Skills Lab
Compare
  • vs DocuSign
  • vs Dropbox Sign
  • vs Adobe Sign
  • vs Proposify
  • vs Docsend
  • All alternatives
Company
  • About us
  • Culture
  • Careers
  • Stand with Ukraine
  • Become a partner
  • Press
  • Contact us
  • Marketing Preferences

© 2026 PandaDoc Inc. All rights reserved.

Privacy Notice
    Legal
        Accessibility Statement
          Do Not Sell My Personal Information
            AI Information

              Features that make sharing and
              collaborating easy

              User Permissions

              Control who can view, comment on, or edit documents

              Set and maintain strict permissions around user access to ensure that documents stay protected. Designate users as recipients or collaborators, and manage what each person can see and what actions they can take when modifying the document.

              Comments

              Keep all comments and edits tied to a single document

              PandaDoc makes it easy to consolidate feedback, edits, and multiple versions of critical documents. Signers and collaborators navigate to an always-live version of the document so very user is on the same page, and the document is always current.

              Analytics Documents

              Track views and interactions with real-time insights

              Know exactly when a document is opened, how long each page was viewed, and what content users engage with the most. Use those insights to plan follow-ups when proposals are top-of-mind to keep deals moving.

              Auto Reminders

              Add expirations and reminders for shared documents

              In busy environments, it’s easy for documents to become lost or overlooked. PandaDoc’s built-in reminders help to prevent proposals and contracts from lingering. Add expirations and notifications to make sure that recipients take timely action.

              Document Workflow Quote

              Maintain security and compliance with detailed audit tracking

              PandaDoc tracks every view, comment, and signature and records them all in a live audit trail. Teams can monitor accountability, uncover hidden document stakeholders, and prevent unwanted changes while maintaining complete transparency.

              Document Sharing API

              Build document sharing into your tech stack with PandaDoc API

              Generate, send, and sign thousands of documents automatically using fast, flexible API tools that scale with your document output.

              • Automate document creation at scale.

              • Trigger sending and e-signing via API calls.

              • Customize templates with variables and dynamic data.

              • Integrate seamlessly with your CRM and other tools.

              Start automating proposals

              For every document your business handles

              Document Signature Services

              Send secure, trackable, and signable documents

              Every contract should be accurate, secure, and accessible to all stakeholders and teams. With PandaDoc, you can send any agreement via a secure link while managing roles and monitoring engagement to ensure fast, trackable signatures.

              Proposal Analytics

              Deliver professional proposals with real-time tracking

              Share dynamic proposals that impress and convert with embedded videos, images, and crystal clear pricing tables. Then get notified of recipient activity to know when interest is fully piqued so you can follow up and keep deals moving fast.

              Access Management

              Securely share policies, plans, and internal memos

              Share internal collateral like HR policies, financial reports, and project plans without creating compliance issues. Teams can even control who can view and edit content, set expiration dates, and keep a full audit trail for internal accountability.

              Businesses share smarter with PandaDoc

              Thousands of companies around the world use PandaDoc to quickly create and securely share essential business documents.

              See all customer stories
              • Badge 1
              • Badge 2
              • Badge 3
              • Badge 4
              • Badge 5
              • Badge 6
              • Badge 7
              • Badge 8
              • Badge 9
              • Badge 10
              • Badge 11
              • Badge 12
              • improved close rates and cut proposal creation time in half

                50%

                improved close rates and cut proposal creation time in half

              • Nomad’s slashed customer acquisition costs by 20%
                Nomad’s slashed customer acquisition costs by 20%

                Nomad’s slashed customer acquisition costs by 20%

              • We’re saving 3,000 hours annually and we’re three times more efficient.

                We’re saving 3,000 hours annually and we’re three times more efficient.

              Document sharing built for today’s businesses

              • Sales teams

                Securely share deal details and sales collateral

                Sales reps need to send, track, and sign documents fast. PandaDoc helps them create professional proposals, share them securely, and track engagement in real time so that they can close deals faster and stay focused on selling, not chasing PDFs or email threads.

                Learn more
                Sales

              • Human resources

                Share and manage confidential documents and personal data

                HR teams regularly deal with sensitive information. With PandaDoc, it’s easy to share contracts, offer letters, and onboarding materials with permission settings and activity tracking that ensure compliance and confidentiality at every stage of the process.

                Learn more
                Human Resources

              • Legal

                Get better control over sensitive contracts

                In legal scenarios, contracts need to remain secure and confidential while deals are being finalized. PandaDoc helps documents remain protected and compliant while creating easier collaboration opportunities for all involved parties.

                Learn more
                Legal

              • Finance

                Control access to protected financial information

                Safeguard important financial data with secure sharing tools. Manage access, maintain audit trails, and reduce the risk of manual errors by keeping everything in PandaDoc. Using sharable links, finance teams can ensure that one document becomes a single source of truth for all parties.

                Learn more
                Finance

              Learn how to make document sharing even easier

              Link: Learn more
              Content Library Items

              Share template, snippets, and other library items between internal teams

              Learn more
              Link: Learn more
              Team Collaboration

              Encourage more effective collaboration in shared workspaces

              Learn more
              Templates

              Learn about the best document sharing platforms on the market

              Learn more

              Frequently asked questions

              • PandaDoc uses encrypted links, secure cloud storage, and role-based access controls to ensure that only authorized recipients can view your documents. You can also set expiration dates, restrict downloads, and access full audit logs to maintain compliance and protect sensitive information.

              • Both! Upload existing PDFs or Word files to share securely, or use the drag-and-drop editor to build new documents by modifying pre-built templates from our template library. Either way, your documents stay centralized and secure.

              • This depends on your security settings. If you’ve generated unique sharing links, and recipients forward that link, unknown users may access your document through that channel. However, PandaDoc also offers password protection and identity verification, allowing you to add additional access security for sensitive documents.

              • Definitely. PandaDoc provides real-time analytics showing who opened your document, how long they spent on each page, and whether they took actions like commenting or signing. These insights can help teams follow up more effectively and quickly identify key decision-makers.

              • Easy! We only maintain one “master” version of the document (along with a trackable version history). Rather than having multiple email attachments and conflicting edits, every user works from a single, live version. This eliminates confusion and ensures that feedback, approval, and final changes happen in one place.

              What is document sharing software?

              Document sharing software allows users to securely send digital files while maintaining control over who can view, download, or comment on them. Rather than email attachments that quickly become outdated, sharing solutions store a master copy accessible via secure links, ensuring that everyone sees the latest version.

              With PandaDoc, teams and stakeholders access documents through encrypted links to collaborate in real time. Access controls, document analytics, and audit trails provide complete visibility into every change and interaction as the document evolves.

              DOCUMENT SHARING

              Simple, secure document sharing for growing teams

              Share sensitive information with confidence. Use secure links, enhanced access controls, and detailed activity logs to protect privacy through every step of the document lifecycle.

              Request a demo
              Start free 14-day trial

              No credit card required

              The Best
              Document Sharing

              Trusted by 68,000+ companies for fast, secure document sharing

              Bonusly
              SGS
              Bosch
              Konika Minolta
              Rakuten
              TomTom
              HP
              Sylvan Learning
              U-Haul
              Lead Forensics
              Sysco
              Peer logo S3
              April Fleming

              PandaDoc will allow us to work quickly through our high volume of incoming leads. And, with a 100% remote workforce, the ability to create, edit, and manage documents virtually will allow us to maintain business continuity throughout our operations.

              Read full story
              April Fleming

              April Fleming

              Revenue Operations Analyst at Wizehire

              Peer logo S3

              25%

              more documents sent per month

              46x

              faster to get a signature compared to Docusign

              95%

              reduction in time spent creating documents

              Link: Learn more

              Share documents the smarter way with PandaDoc

              Get personalized 1:1 demo with our product specialist.

              • Tailored to your needs

              • Answers all your questions

              • No commitment to buy

              Chili Piper

              ChiliPiper increased their close rate by 28% after implementing PandaDoc.

              Schedule your free live demo

              1. 1Fill out the form
              2. 2Book a time slot
              3. 3Attend a demo

              By submitting this form, I agree that theTerms of ServiceandPrivacy Noticewill govern the use of services I receive and personal data I provide respectively.