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Why teams automate documents with PandaDoc

Create beautiful, polished documents

Upload an existing document or start from a pre-built template and modify it using our drag-and-drop editor. Save hours on formatting, revisions, and manual setup.

Boost close rates with interactive content

Add quoting features, multimedia, and custom branding to make your quotes, proposals, and contracts more engaging and persuasive to your recipients.

Get approvals fast with built-in electronic signatures

Get approvals fast with built-in electronic signatures

Take advantage of secure, legally binding e-signatures built into the PandaDoc platform, no plugins or third-party apps required.

Connect to your CRM and automatically import client data

Connect to your CRM and automatically import client data

Connect PandaDoc with CRM solutions like Salesforce, HubSpot, to autofull your documents with accurate customer data.

Create beautiful, polished documents

Upload an existing document or start from a pre-built template and modify it using our drag-and-drop editor. Save hours on formatting, revisions, and manual setup.

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            AI Information

              Automate every step of your document process

              Templates Library

              Kickstart your workflow with customizable, reusable templates

              Use pre-built or branded templates to generate proposals, contracts, and agreements in a matter of minutes. Personalize these documents at scale using variables and customizable content blocks provided by our drag-and-drop editor.

              Content Library

              Keep docs compliant with pre-approved content blocks

              Store legal language, case studies, product info, and other snippets in a central, unified content library. Add approved blocks to any document with a single click to save time, reduce risk, and maintain consistent branding and messaging.

              Control sensitive documents with smart approval rules

              Set up customizable, automated approvals that trigger based on factors like document content or deal value. Documents exceeding these parameters are automatically flagged for review without slowing things down or relying on manual follow-ups.

              Collaborative Workspace Comments

              Collaborate without switching tools

              Rather than managing feedback and document changes with third-party tools, teams can use PandaDoc to collaborate within a shared document. Add comments, tag reviewers, and move work forward without swapping systems.

              Security

              Protect every document with enterprise-grade security

              Keep sensitive details secure with built-in encryption, secure storage, and audit trails. PandaDoc meets SOC 2, GDPR, and HIPAA standards, ensuring that your data is encrypted and secure without requiring additional plug-ins or extra tools.

              Api Send Document

              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.

              Start automating proposals

              Flexible automation for every business document

              Document Proposals Automation

              Automate every stage of your proposal process

              Build, send, track, and sign proposals in one intuitive platform. PandaDoc automates repetitive steps like recreating common documents or sending reminders and follow-ups, so teams can avoid administrative tasks and stay focused on closing deals.

              Catalog List

              Send accurate quotes and invoices every time

              With PandaDoc, teams can automatically generate quotes and invoices using templates. To calculate accurate costs, pricing details are pulled from the built-in product catalog and automatically tabulated inside document pricing tables.

              Content Library Case Study

              Route, review, and sign contracts even faster

              Using custom templates and rules, PandaDoc users can standardize how legal documents are created, reviewed, and signed. Keep sensitive information protected and ensure that critical documents are never sent without a proper review.

              Learn how teams succeed with PandaDoc

              Discover how businesses across various industries use PandaDoc to automate documents, accelerate deals, and improve team efficiency at scale.

              See all customer stories
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              • improved close rates and cut proposal creation time in half

                50%

                improved close rates and cut proposal creation time in half

              • Nomad’s slashed customer acquisition costs by 20%
                Nomad’s slashed customer acquisition costs by 20%

                Nomad’s slashed customer acquisition costs by 20%

              • We’re saving 3,000 hours annually and we’re three times more efficient.

                We’re saving 3,000 hours annually and we’re three times more efficient.

              Automation designed for today’s professionals

              • Sales

                Close deals faster with personalized, trackable proposals

                Sales teams use PandaDoc to quickly tailor proposals, secure legally binding e-signatures, and track stakeholder engagement in real time. Using built-in automation features, teams can generate more closed deals with less administrative work and faster response times from prospects.

                Learn more
                Sales

              • Marketing

                Keep every document on-brand and ready to send

                Marketers can ensure brand consistency by managing templates, visuals, and messaging in one centralized location. Give sales and other teams access to pre-approved, professional documents without the need for specialized designers or expensive developers.

                Learn more
                Marketing

              • Legal

                Maintain compliance without slowing your team down

                Using PandaDoc, legal teams can standardize language, manage approvals, and keep records of every signed document. On top of that, built-in tools like version history, audit trails, and access controls keep sensitive materials secure and up to date.

                Learn more
                Legal

              • Finance

                Reduce agreement errors and delays

                Finance teams rely on PandaDoc to streamline agreements, vendor contracts, and billing documents. Using templates and approval rules, teams can achieve improved accuracy, transparency, and control with fewer rounds of negotiation between parties.

                Learn more
                Finance

              • Agencies

                Impress clients with fast, professional documents

                Agencies and consultants using PandaDoc can deliver interactive proposals, contracts, and reports that reflect their brand and value. Automate repetitive document creation tasks and get client approvals in record time.

                Agency Service Provider

              Learn more about document automation

              Link: Learn more
              Content Blocks

              10 document automation features you won’t want to miss

              Learn more
              Link: Learn more
              Financial Quote

              Transform your financial document automation with PandaDoc

              Learn more
              Contract Renewal Notification

              How automated document processing works in business operations

              Learn more

              Frequently asked questions

              • Yes. PandaDoc is built to help teams facilitate a complete, end-to-end automation of the sales and contracting processes.

                With PandaDoc, it’s possible to create reusable templates from completed documents, autofill key details using variables and conditional content, add pricing tables, collect legally binding e-signatures, and much more.

                These processes are effective for generating one-off contracts, high-volume proposals, and most business or sales collateral, allowing teams to eliminate repetitive work without sacrificing quality or control.

              • One of the biggest differences between PandaDoc and similar competitors is that PandaDoc offers an end-to-end document management solution that suits teams and professionals across various industries..

                PandaDoc users can create documents entirely from scratch (but we recommend modifying a pre-designed template), set it up in a way that perfectly suits a specific business use case, add e-signature and payment fields, and integrate the entire process with the rest of their company’s tech stack.

                Then, when documents are sent, teams can collaborate with stakeholders and track user activity without ever leaving the platform where the document was originally designed!

                Nearly all competitive solutions force users to integrate third party apps (like Docusign) in order to facilitate what PandaDoc does natively.

              • None! PandaDoc is built for ease-of-use and offers an intuitive, user-friendly interface. The document editor utilizes a simple block system and is equipped with drag-and-drop functionality. Conditional content, variables, product packages, and other elements are simple and easy to set up.

                If you’re looking for deeper API integrations with custom or third-party solutions, some development expertise may be required. However, PandaDoc also offers a host of native integrations, so technical know-how isn’t always required to connect PandaDoc with the rest of your tech stack.

              • Yes. PandaDoc complies with major industry standards like SOC 2 Type II, GDPR, and HIPAA (with a signed BAA).

                All data is encrypted, documents are securely stored, and e-signatures captured on the platform are legally binding and backed by full audit trails.

                For added security, PandaDoc also offers role-based document permissions to protect sensitive materials, as well as advanced identify verification options for critical documents.

              • Definitely. PandaDoc connects with leading CRMs like Salesforce, HubSpot, Zoho, and Pipedrive, along with tools like Google Drive, Zapier, Slack, and others. These integrations allow users to create, send, and track documents directly within the systems that you already know and rely on.

                You can also use API tools for custom integrations, but this will require additional time and resources to set up.

              What is document automation software?

              With PandaDoc, users can generate polished documents in an automation-enabled environment. Drag-and-drop tools, quoting functionality, a built-in content library, and secure e-signing make it easy to build, share, and sign documents without taking hours to create them from scratch.

              With PandaDoc, users can generate polished documents in an automation-friendly environment. Drag-and-drop tools, pricing tables, a built-in content library, and automated e-signing make it easy to build, share, and sign documents without taking hours to create them from scratch or switching platforms in the process.

              DOCUMENT AUTOMATION SOFTWARE

              Automated document creation that closes deals fast

              PandaDoc helps teams automate repetitive tasks, build proposals in minutes, and track everything in one place. Speed up your document processes and get more done every day.

              Request a demo
              Start free 14-day trial

              No credit card required

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              Document Audit Trail

              68,000+ teams rely on PandaDoc to automate their document process

              Bonusly
              SGS
              Bosch
              Konika Minolta
              Rakuten
              TomTom
              HP
              Sylvan Learning
              U-Haul
              Lead Forensics
              Sysco
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              April Fleming

              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.

              Read full story
              April Fleming

              April Fleming

              Revenue Operations Analyst at Wizehire

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              25%

              more documents sent per month

              46x

              faster to get a signature compared to Docusign

              95%

              reduction in time spent creating documents

              Link: Learn more

              Automate your document process with PandaDoc

              Get personalized 1:1 demo with our product specialist.

              • Tailored to your needs

              • Answers all your questions

              • No commitment to buy

              Chili Piper

              ChiliPiper increased their close rate by 28% after implementing PandaDoc.

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