Boost sales productivity by 35% with PandaDoc

Reclaim precious hours for every quote, proposal, and contract you send.

Automatic Approval Flow

Automatic Approval Flow

Internal approvals can slow down sales. PandaDoc allows you to set up clear, secure approval processes with a customizable workflow.

Receive instant notifications of areas to sign off on when reps flag for approval. With PandaDoc’s intuitive dashboard interface, nothing will get lost in the shuffle again.

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Multi-Team & Multi-Product

If you have several sales teams or you’re selling more than one product simultaneously, PandaDoc’s multiple workspace functionality is a necessity.

The multi-team and multi-product setups help keep approval processes running smoothly and separately. For companies with multiple branches or extensive reseller networks, this is a very useful feature.

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Multi-Team & Multi-Product
CRM & Storage Integration

CRM & Storage Integration

PandaDoc works seamlessly with all major CRMs including Salesforce, Insightly, Pipedrive, ZohoCRM, PipelinerCRM, and PipelineDeals.

Document initiation begins with a CRM. Once a document is completed, it links back to your CRM’s deal and contact info. You can also access files stored in Google Drive, Microsoft OneDrive, Dropbox, Box and Salesforce Documents.

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Locked Down Content

PandaDoc lets you lock certain content blocks and branding elements so you never have to worry about compliance again.

Make it easy for your reps to use approved content, and keep your accounting, legal, and marketing departments happy.

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