PandaDoc Features

Everything you need to streamline document workflows.

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Sign

Signing Order

Set up your document distribution list so they can be sent to one person at a time.

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Organize

Search and Filters

Access documents you want to focus on, with views that match your selection criteria.

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Quote

Pricing Table

Add line items, cost breakdowns, taxes, and discounts to any document with intuitive design tools.

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Sign

QES

PandaDoc’s qualified electronic signature (QES) supports multiple signers and seamlessly integrates with trusted identity providers (IdPs) across the EU and beyond.

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Sign

ID verification

Verify collaborators and signers using four distinct validation methods.

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Sign

Signature Request

Send an unlimited number of documents for digital signature via email, link, or SMS.

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Drag & Drop Document Editor for Sales Documents - PandaDoc

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Create

Custom Branding & Themes

Create stunning, professional-looking documents in minutes.

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AI document assistant

PandaDoc AI Contract Assistant simplifies document management and review. Explore our AI assistant’s contract workflow capabilities and intelligent contract insights.

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Create

Smart Content

Minimize back and forth by adapting content to a recipient’s inputs.

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Collaborate

Content Locking

Protect sensitive information and prevent unauthorized access.

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Create

Email White Labeling

Send documents from your own email so recipients know it’s from a trusted sender.

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Send

Bulk Send

Use built-in variables, templates, and CSV files to send unique documents to hundreds of recipients.

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Report and Track

Audit Trail and History

See who has opened, viewed, and signed. Learn who hasn't engaged yet.

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Quote

Product Catalog

Streamline proposal and quote creation by adding product SKUs, billable services, pricing tables, and other line items directly from your onboard catalog.

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Collaborate

Redlining

Close deals in record time with built-in redlining and collaboration tools.

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Create

Content Library

Store layouts and branded assets for lightning-fast document creation.

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Report and Track

Reports

Gain insights into team performance with automated reporting systems.

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Report and Track

Contract Repository

Introducing Contract Repository, an end-to-end solution for creating and storing every agreement your org handles.

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Organize

Automations

Minimize manual task processing with the Automations feature.

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AI Data Extraction

Automatically capture key details like dates, values, and terms from your documents.

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Intelligent Document Processing

PandaDoc Intelligent Document Processing extracts and organizes data from your documents automatically, turning static files into actionable business insights.

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