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.

Documents

While, it’s common practice for cloud-based products to store data in a single location, we don’t believe this approach is secure enough. Instead, we encrypt all of your documents, data, and signatures by storing them in multiple locations. We use bank-grade AES-256 encryption with asecure key management system. Each time you download a document, we dynamically assemble it, decrypting the pieces of information from multiple locations for maximum security.

Infrastructure

PandaDoc runs on Amazon AWS, the same infrastructure, used by NASA, J.P. Morgan Chase, NASDAQ, and many others. Our cloud infrastructure is ISO 27001, PCI DSS Level 1 and HIPAA compliant. We do not store any credit card information and use a PCI DSS Level 1 provider to process payments.

Connection

We use 256-bit SSL encryption protocols to keep your connection safe, which is what the majority of financial institutions and government agencies choose to use for their web applications.

Backups

PandaDoc runs continuous system backups on all parts of our infrastructure. Every backup is encrypted, and replicated on our servers, which are located across the U.S. and Europe. Dedicated DevOps and security professionals monitor our infrastructure on a 24/7 basis.

Electronic Signatures

PandaDoc is compliant with the U.S. ESIGN Act, the Uniform Electronic Transactions Act (UETA), and the European EC/1999/93 Directive (electronic signatures and transmissions). We keep a full log of every transaction through IP addresses, user information, and timestamps. Each signed document gets a signature certificate with a unique identifying barcode, specific to your.

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