Start with a pre-built or custom document template
Select a template from the PandaDoc template library and modify it to suit your needs. When you’re done, save the document as a template in your workspace library.
TASK AUTOMATION SOLUTIONS
Automate your document management and win more deals
Save time by automating tasks across your entire document lifecycle. With PandaDoc, you can use custom processes so that your document workflows practically run themselves.
No credit card required
68,000+ companies simplify their document management with PandaDoc automation
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.
April Fleming
Revenue Operations Analyst at Wizehire
25%
more documents sent per month
46x
faster to get a signature compared to Docusign
95%
reduction in time spent creating documents
What is task automation?
Task automation involves using tools, technology, and software platforms to automate manual and repetitive tasks. Automating tasks reduces manual processes that can lead to errors and frees up team members for more strategic initiatives. Task automation helps teams save money while increasing efficiency and productivity.
With PandaDoc, task-related automation is built into existing document processes. Teams can automate document creation via templates and define workflows that streamline how documents are sent, actioned, finalized, and stored.
3 easy steps to better document automation
Add automation settings to your existing template or new document
Set your documents to automatically send follow-up reminders and expiration notices to signers before deals expire.
Sit back and watch your document workflow run itself
PandaDoc will actively keep everyone in the loop via notifications, and copies of every document are delivered automatically once the signing process is complete.
Time-saving automation at every step
Build documents in minutes with a few clicks
Use drag-and-drop tools to create stunning document templates and save them to your workspace library. Team members can generate branded content quickly and consistently without copy/pasting details or formatting documents from scratch.
Engage with buyers during the sales process and close more deals
Boost conversions with dynamic proposals that include videos, pricing tables, and real-time tracking. PandaDoc notifications automatically trigger so that reps can follow up at the perfect moment and turn interest into action.
Get documents signed without third-party tools
Secure e-signatures are built into PandaDoc, so stakeholders can quickly sign critical documents. Teams can also set a signing order and enable document forwarding, so that important files get to the right stakeholders more quickly.
Connect with your CRM to autofill customer data
Integrate with CRMs like Salesforce, HubSpot, and Pipedrive to trigger document creation, autofill data, and update deal stages without leaving your CRM. Imported data eliminates manual inputs, keeping documents clean and error-free.
Build document automation 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.
Automation for every critical document
Create winning proposals automatically
Build proposals in minutes using branded templates, smart content blocks, and automated follow-up actions. Trigger next steps like document delivery, e-signature requests, automated signing orders, or CRM updates without lifting a finger.
Easy document automation for today’s
professionals
Sales
Push deals forward with fewer manual tasks
Sales reps can automate proposals, quotes, and follow-ups to shorten the sales cycles and reduce admin time. Combined with CRM integration and real-time tracking, reps can minimize paperwork and focus instead on delivering a better buying experience.
Learn more about document automation with PandaDoc
How to set up automations within templates
Enable integrations to quickly generate documents
Everything you need to know about Salesforce automations
Frequently asked questions
PandaDoc automations help teams maximize efficiency by automating tasks like document generation. PandaDoc automations are based on templates and can be triggered by events like document status changes or data updates in connected CRMs.
The automations feature will trigger an action, once the document status changes to sent or completed. Automations work with templates — so, when you set up an automation within your template, all new documents created from this template will inherit the automation.
Automations perform the following actions: send another PandaDoc document, move a document to a PandaDoc folder, save a completed PDF on cloud storage, change the stage in CRM, update or add a record in CRM, and create a record in HR tools. Read more here.
You can apply automations to any type of document inside PandaDoc — proposals, contracts, quotes, financial documents, and others.
Yes, you can configure automations at the template level. After you configure settings at the template level, all new documents created from that template will inherit the automation setup.
An example of task automation is automatically moving a signed document to a specific folder or notifying your team when a proposal is completed. With automation tools like PandaDoc, you can trigger actions such as status updates, file organization, or CRM notifications — without manual input. This saves time, reduces errors, and keeps your workflows running smoothly.
Task automation tools help you eliminate repetitive, manual work by triggering actions based on specific events or conditions. For example, they can automatically update document statuses, organize files, or send notifications when a task is complete. Document software like PandaDoc uses automation to streamline workflows, reduce errors, and improve team efficiency.