Electronic Signatures

Save time and boost your productivity with Electronic Signatures. Now you can send, sign, and approve documents faster than ever.

Electronic Signatures

Legally Binding

Our Electronic Signatures are as legal and enforceable as hand-written ones. They’re compliant with both UETA and the Federal ESIGN Act, in addition to being recognized by many countries worldwide.

Convenient

Close more deals faster from the comfort of your office or while on the go. Sign and approve documents anywhere, anytime. If you’re traveling for business, keep an eye on your ongoing deals and sign them with our mobile apps.

Secure

We use industry standard SSL encryption protocols to keep your information safe. Documents and metadata are stored in multiple locations with AES-256 encryption. Our automatic scheduled encrypted backups help keep your data safe.

PandaTip

Electronic Signatures are great for signing documents you’re already used to working with, such as: PDF, Word, Google Docs, etc. They also reduce your reliance on paper, printers, faxes, and scanners. All of your signed documents are always safe and secure in the cloud.

Insights

If you often wonder about what happens to a document after it has been sent, then you will love the PandaDoc Insights. Get a notification every time your document is opened, read, or signed. You can also see detailed stats on how your recipient interacted with your document. The Dashboard will give you a bird’s-eye view of your documents’ activity.

Insights — Instant Notifications

Instant Notifications

PandaDoc sends you Instant Notifications every time the recipient views, forwards, or signs your document. You can get notified via email or push notifications on our mobile apps. Now it’s easier than ever to follow up with a prospect, when you know that they’re in front of their computers reading your document.

Analytics

With Analytics you can now understand how your recipients are interacting with your documents. We offer detailed stats by page: when it was opened last, how many times it was opened for, and how much time the recipient spent reading it.

Central Dashboard

The PandaDoc Dashboard offers a high level overview of your overall documents activity. For any given period you can see how many documents were sent, pending approval, viewed by recipients, and completed. You can also see how many documents are being prepared currently by your team. The Dashboard offers a great overview of your team’s progress.

PandaTip

Insights gives you the tools to understand how your documents perform once you have sent them out. For example, if you send a proposal with a pricing table and your recipient is not as responsive as you expected, now you’ll be able to see that your recipient spent the most time on the pricing table.

Seamless Editing

With PandaDoc you don’t have to switch between several tools to personalize, modify, and deliver your documents. Every quote, proposal, form, or contract can be edited in real-time.

Seamless Editing

Blocks

Add text, images, videos, tables, payment forms, pricing tables, and more. Once you’ve added the necessary Blocks, you can customize each one of them in real-time. Each Block has a predefined style, so you don’t have to worry about formatting your document.

Fields

Prepare your documents for a client-facing interaction, by adding electronic signatures, initials, dates, checkboxes, dropdowns, and masked fields (for sensitive information). You can also upload a file inside the PandaDoc document.

Tokens

Tokens are merge fields inside a document, that can be auto-populated with data from a database, like a CRM. This is a great way to personalize and customize your documents, while automating your daily tasks. It also eliminates the need to copy and paste information from various sources. That means no errors.

PandaTip

With Seamless Editing you can create beautiful documents without the need to hire a professional designer. All of your documents will look great with minimal effort. PandaDoc helps you automate your daily tasks, avoid costly errors, while saving you time.

Templates

If you’re spending a lot of time editing and sending the same document over and over again, our Templates feature will come in handy. With Templates you can send the same document to a number of people, while generating a personalized version of that document for each individual recipient. All of that in just a few clicks.

Content Library

Populate your documents easily with approved pieces of content, such as: price quotes, disclaimers, legal boilerplate, T&C, client testimonials, and more. For instance, if your company updates its T&C, you don’t have to worry about sending documents with outdated terms.

Roles

When you set up specific Roles within a template, PandaDoc will auto-assign recipients to input, signature, and other interactive fields. Those Roles can be: client, decision maker, client’s lawyer, etc. For each Role you also have the option to allow or restrict document and signature forwarding.

Design

Make a strong impression every time you send a document with PandaDoc. Our Theme Catalog allows to ensure branding consistency for every document that goes out.

PandaTip

Templates are a great way to eliminate repetitive tasks in your daily work and avoid costly errors. For instance, if you have to send the same NDA to multiple recipients on a frequent basis, with Templates you can reduce this process to a few clicks.

Workflow Automation

With the Workflow feature you can easily define the lifecycle of each document, as well as add additional steps to it. Each document can be set up with a custom approval flow, signing order, and even payment requests.

Workflow Automation

Approvals

You can set up an automated internal workflow to have documents sent for review to the designated approvers, before they’re sent out to the recipients. Documents can also be approved on the go with our mobile apps.

Signing Order

You can specify a custom signing order for multiple recipients, to sequence the document delivery accordingly. Each recipient who needs to sign will get a notification to view and sign the document, when it’s their turn.

Activity

With this feature you can collaborate on the documents both with colleagues and clients. You can even send a private message to a colleague. Each document gets an Audit Trail, where you can see a step by step history of all the changes that occurred within. You can also see when it was created, sent, opened, and signed.

PandaTip

The Workflow feature is great for setting up internal approval processes and keeping a detailed record of all the company’s document activity. You can easily establish a streamlined approach for handling documents across an entire team, department, or organization.

Content Management

Easily distribute your content by departments, teams, projects, or specific groups of people with the Workspaces feature. Organize your content with Folders and Tags.

Content Management — Workspaces

Workspaces

Stay organized and separate your content, workflows, and access permissions with the Workspaces feature. For example, you can have separate content Workspaces for various teams: HR, Sales, Marketing, Legal, etc.

Content Distribution

You can specify a custom signing order for multiple recipients, to sequence the document delivery accordingly. Each recipient who needs to sign will get a notification to view and sign the document, when it’s their turn.

Tags

One of the most convenient ways to organize and categorize your work is to use Tags. You can tag documents, templates, and content pieces. Each item can have multiple Tags. You can also easily search by Tags.

PandaTip

Content Management is great for organizations that want control, structure, and clarity.

Configure Price Quote (CPQ)

PandaDoc includes robust CPQ functionality. Create reusable Catalog Items and include Dynamic Pricing tables inside your documents. With the Auto Calculate feature, you can handle discount, tax, and margin calculations with little effort.

Catalog

PandaDoc lets you create reusable Catalog Items. Your saved Catalog Items will be auto-suggested as you type. For large catalogs, PandaDoc allows you to import and export data via CSV.

Optional Items

With PandaDoc’s CPQ, reps can offer optional items without the risk of slowing down the deal. Clients simply check or uncheck the optional item in the quote, and prices shift to reflect their selection. It’s a great way to offer upsells without any of the old-school back-and-forth.

Auto Calculate

Discounts, taxes, and margins are all auto-calculated within the pricing tables. PandaDoc helps to avoid costly errors within your quotes.

PandaTip

With PandaDoc you can go from quote to proposal in no time. Close deals faster with electronic signatures. Get paid earlier with integrated payments. Save time by storing frequently used pricing configurations in the Content Library.

App for iPhone & iPad

The PandaDoc iOS app is available for the iPhone, iPad, and iPod Touch, running iOS 7.0 or later.


Download in the App Store

Apps for iPhone and iPad

PandaTip

Our mobile apps are great for people who travel for business frequently. Sign and approve documents while traveling, so you don’t have to compromise on productivity.

App for Android Devices

The Android app is available for both phones and tablets. It supports most devices running Android 4.0 (ICS) or later.


Download on Google Play

PandaDoc App for Android

PandaTip

Our mobile apps are great for people who travel for business frequently. Sign and approve documents while traveling, so you don’t have to compromise on productivity.

Mobile Browsers

We support mobile browsers, so whenever you send a document to a recipient, that person can open the document while on the go, and sign it on their phone without needing to create a PandaDoc account or have our apps installed.

Mobile Browsers

PandaTip

Our mobile apps are great for people who travel for business frequently. Sign and approve documents while traveling, so you don’t have to compromise on productivity.

Compliance

AICPA SOC 2
ISO 27001
Soc 3
PCI DSS Compliant

PandaDoc ensures compliance with the SOC2 industry standard. We are currently in the process of reviewing our SOC2 certification. We can provide an SSAE16 SOC2 report and attestations of compliance, upon request.

PandaDoc services are hosted on the Amazon AWS platform and this document details the ways in which we leverage the massive investments that Amazon continues to make in security to the benefit of our customers.

The AWS infrastructure has been architected to be one of the most flexible and secure cloud computing environments available today. It is designed to provide an extremely scalable, highly reliable platform that enables to deploy applications and data quickly and securely.

AWS computing environments are continuously audited, with certifications from accreditation bodies across geographies and verticals, including ISO 27001, FedRAMP, DoD CSM, and PCI DSS. Additionally, AWS has assurance programs that provide templates and control mappings to help establish the compliance of environments running on AWS against 20+ standards, including the CESG (UK), and Singapore Multi-tier Cloud Security (MTCS) standards.

AWS is also fully compliant with applicable EU data protection laws and the AWS Data Processing Agreement incorporates the Article 29 Working Party Model Clauses. This means that transfer of personal data in AWS from the European Economic Area (EEA) to other countries will be given the same high-level of protection it receives in the EEA.

In a traditional data center, common compliance activities are often manual, periodic activities. These activities include verifying asset configurations and reporting on administrative activities. Moreover, the resulting reports are out of date before they are even published. Operating in an AWS environment allows us to take advantage of embedded, automated tools like AWS Config and AWS CloudTrail for validating compliance. These tools reduce the effort needed to perform audits, since these tasks become routine, ongoing, and automated. By spending less time on manual activities, we can help evolve the role of compliance in our company from one of a necessary administrative burden, to one that manages our risk and improves our security posture.

Physical Security

PandaDoc data centers (handled by Amazon AWS) are state of the art, utilizing innovative architectural and engineering approaches. Amazon has many years of experience in designing, constructing, and operating large-scale data centers. This experience has been applied to the AWS platform and infrastructure.

  • AWS data centers are housed in nondescript facilities.
  • Physical access is strictly controlled both at the perimeter and at building ingress points by professional security staff using video surveillance, intrusion detection systems, and other electronic means.
  • Authorized staff must pass two-factor authentication a minimum of two times to access data center floors.
  • All visitors and contractors are required to present identification and are signed in and continually escorted by authorized staff.

AWS only provides data center access and information to employees and contractors who have a legitimate business need for such privileges. When an employee no longer has a business need for these privileges, his or her access is immediately revoked, even if they continue to be an employee of Amazon or Amazon Web Services. All physical access to data centers by AWS employees is logged and audited routinely.

System Security

Servers and Networking

All servers that run PandaDoc software in production are recent, continuously patched Linux systems. Additional hosted services that we utilize, such as Amazon RDS, S3 and others, are comprehensively hardened AWS infrastructure-as-a-service (IaaS) platforms.

Our web servers use the strongest grade of HTTPS security (TLS 1.2) so that requests are protected from eavesdroppers and man-in-the-middle attacks. Our SSL certificates are 2048 bit RSA, signed with SHA256.

Internal tier-to-tier requests are signed and authenticated to prevent request forgery, tampering, and replay.

Storage

PandaDoc stores document data (metadata, activity, original files and customers’ data) in different locations, compiles and generates documents on the fly when requested. All data in each location is encrypted at rest with AES-128 and sophisticated encryption keys management.

Operational Security

Employee Access

We follow the principle of least privilege in how we write software as well as the level of access employees are instructed to use in diagnosing and resolving problems in our software and responding to customer support requests.

At PandaDoc, only authorized members of DevOps and Development teams have access to production systems. All production systems access at PandaDoc requires multi-factor token-based VPN access and authentication.

Isolated Environments

The production network segments are logically isolated from other Corporate, QA, and Development segments.

System Monitoring and Alerting

At PandaDoc, the production application and underlying infrastructure components are monitored 24/7/365 days a year, by dedicated monitoring systems. Critical alerts generated by these systems are sent to 24/7/365 on-call DevOps team members and escalated appropriately to operations management.

Service Levels, Backups, and Recovery

PandaDoc infrastructure utilizes a number of layered techniques for increasingly reliable uptime, including the use of auto-scaling, load balancing, task queues, and rolling deployments.

We do full daily automated backups of our databases. All backups are encrypted.

Application Security

Application Architecture

The PandaDoc web application is multi-tiered into logical segments (front-end, mid-tier and database), each independently separated from each other in a DMZ configuration. This guarantees maximum protection and independence between layers.

Coding and Testing Practices

PandaDoc leverages industry standard programming techniques such as having a documented development & quality assurance processes, and also following guidelines such as the OWASP report, to ensure that the applications meet security standards. In addition, we follow a strict process of code and security review before it’s delivered to the QA team.

Before full deployment to production, all application changes at PandaDoc undergo both automated and manual testing including full functional testing in a QA environment and full performance testing in a staging environment.

The Quality Assurance Team also deploys to half of the production system and performs a full regression testing before full production deployment is carried out. This thorough testing process ensures that if anything fails during any step, the production system is not compromised.

Vulnerability Testing

Web application security is evaluated by the development team in sync with the application release cycle.

This vulnerability testing includes the use of commonly known web application security toolkits and scanners to identify application vulnerabilities before they are released into production.

PandaDoc also leverages external 3rd parties for periodic vulnerability assessments and penetration testing, which ensures our environment is secure and web transactions can occur without risks.

Customer Payment Information

PandaDoc uses Chargify and Authorize.net for payment processing and does not store any credit card information. Chargify and Authorize.net are trusted, Level 1 PCI service providers.

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