Manage documents, templates, and content
SMART DOCUMENT REPOSITORY
Store and manage every
agreement in one place
Create, store, and track every proposal, contract, quote, and invoices, in one place. Automatically surface the critical details that need attention most, turning your documents into actionable insights.
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Over 68,000 customers use PandaDoc contract tools to wow their buyers
What is a document repository?
An intelligent document repository is a centralized system for storing, managing, categorizing, and organizing electronic documents.
In addition to storage, document repositories offer a set of unique features, such as automation, metadata extraction, real-time collaboration, version control, and user notifications. PandaDoc’s AI repository also offers advanced document functions like AI document extraction, Optical Character Recognition (OCR), automated document classification, electronic signature capture, and automated document creation. A document repository is often referred to as document management software (DMS) or document classification software.
Within PandaDoc, the document repository provides unlimited storage space for all the data stored within your workspace. Everything within your organizational repository is encrypted while on PandaDoc servers and always available for immediate access.
More than a simple repository
Transform documents into data with AI
Smart data capture and AI document classification transform your documents into an intelligent database, so you know where to take action. Automatically extract 100+ critical details like dates, values, names, and more.
Digitize your legacy documents
Ditch filing cabinets for cloud-based document storage. Import and manage legacy files alongside new, digital documents created with PandaDoc, so you have complete visibility across your entire portfolio.
Keep documents secure & centralized
Safeguard sensitive information with role-based permissions and audit trails. Access controls and collaboration tools foster safe partnership between team members and external stakeholders — all within PandaDoc’s secure environment.
Track and manage every agreement
Keep an eye on every document as it moves through its lifecycle. Version controls, audit trails, and recipient analytics tracking make it easy to see how documents are handled with reporting for accountability and compliance.
Search and discovery made simple
Find exactly what you need in seconds. Search and filter by key details, like document type, expiration dates, or terms. Save your most-used searches for instant reporting and make data-driven decisions across your entire library.
Integrate with your tech stack
Connect to CRMs, payment gateways, APIs, and other tools to create workflows that meet your needs and streamline your processes. Enjoy a connected workspace where information flows between critical applications and intelligence systems.
Do more with every file
Build a central hub for documents
Upload documents to one location. Create new docs in PandaDoc while integrating with other external data.
Organize files your way
Stay organized with folders, filters, and more. Build a scalable system that makes sense for your team.
Automate data collection
Use onboard monitoring tools like audit trails and version history to stay in the loop on document changes.
Learn how to store documents with PandaDoc
"PandaDoc is making this so much more efficient than it once was. The Hiring Packages are a breeze to send to candidates… this would’ve been a time-consuming administrative burden if it weren’t for PandaDoc."
Director of Business Systems & Processes
Tools for even better document management
Real-time document editing
Create new electronic documents entirely from scratch and add them to your repository once the work is done.
Work collaboratively with your team using a real-time interface that streamlines your entire drafting workflow. Edits and suggestions will appear instantly within your shared document workspace.
Audit trails & analytics
Learn how documents are accessed, who viewed them, what changes were made, and where viewers spent their time.
Track activity with detailed audit trails, and know the history of a document at a glance. Analyze viewer behavior to better understand how documents are being used and identify areas for improvement.
Virtual deal rooms
Collaborate and communicate directly with customers in specialized, dedicated workspaces.
Create secure, virtual rooms where you can share confidential documents with clients and partners. Centralize all communications, and track progress through a transparent and open deal-making process.
Automated workflows
Use templates and content capture tools to replicate success when creating and sending documents. Automate repetitive tasks, such as document generation and approval workflows, to save time and reduce errors.
Standardize your document processes across your organization so that your team can focus on higher-value activities.
PandaDoc is more than a storage platform
Securely store, access, and share all of your documents
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Frequently asked questions
How is a document repository different from a document management system?
A document repository is a centralized digital space where organizations securely store, manage, and track their electronic documents.
Think of it as a highly organized, digital filing cabinet. It allows employees to easily access, share, and collaborate on documents, eliminating the need for cumbersome paper files.
In a document management system like PandaDoc, the storage/repository is just one aspect or feature of a greater whole. While PandaDoc can store your files, you can also use the platform to create documents, sign documents, negotiated deals, and more.
How can I create a repository for my documents?
You can create a document repository by uploading several files or documents to a single location and organizing them with folders and metadata.
The act of consolidating documents in such a way creates a repository, and the platform you ultimately use to manage your files will have a major impact on how effective your repository can become.
How is PandaDoc different from storage platforms like Dropbox, OneDrive, or Google Drive?
PandaDoc offers a more narrow focus than most file storage platforms systems because the platform is designed around end-to-end document management.
For example, while Dropbox offers cloud storage for any type of file or document, PandaDoc is primarily focused on business documents like proposals, contracts, and quotes.
Similarly, while Google Drive and Microsoft OneDrive are more document focused, PandaDoc provides end-to-end document management tools — including document creation, approval workflows and e-signing functionality — all in one place.
What security protocols does PandaDoc implement to secure my documents?
PandaDoc aims to be an online document repository with enterprise-grade security features.
We’re SOC 2 Type 2 certified, and your workspace can be tailored to suit both HIPAA and GDPR compliance.
Additionally, PandaDoc encrypts all data both sending and at rest with AES-256 and modern encryption key management.
How can I control access and visibility for my uploaded documents?
All documents uploaded to PandaDoc feature a variety of access control and collaboration tools.
When adding team members and collaborators to a file, you’ll be able to control their permissions and how they are able to interact with your document.