PandaDoc integrates with the top business tools you use every day. Manage documents from within every major CRM and combine them with your storage and payment solutions to help consolidate tools.
Speed up claims, reduce errors, and increase staff efficiency
PandaDoc helps process claims faster by speeding up document creation and eliminating the roadblocks presented by printing, scanning, and signing documents. Claims adjusters can keep claims moving forward thanks to analytics that detail when a client has viewed, completed, or signed documentation.
PandaDoc automatically pulls customer data from your CRM thanks to an extensive library of integrations. Input fields can be assigned to document creators or recipients and designated as mandatory, ensuring that forms are filled out entirely.
PandaDoc streamlines the creation of claim documents, quotes, and more thanks to a customizable template library, a drag and drop document editor, and smart fields that guide users through document creation.
PandaDoc has the features to help any company save time and close business faster. Gain control of your document process with automation, analytics, and team management.