Proposal software

Accelerate deals by simplifying the process to generate, negotiate, and eSign professional proposals

No credit card required

Creating proposals faster

Reusable proposal templates and a custom content library filled with ready-to-use and pre-approved content cut your team’s proposal creation time by 65%. The best part? You can send numerous sales documents from just a single template (we’ll provide as many templates as you need too).

Look professional

Design elements like styles and themes built into the software allow your reps to build colorful, on-brand, professional proposals that win every time. Take your proposals a step further by embedding videos and images that speak directly to your prospects.

Accelerate your deals

The days of watching your inbox are gone. Reduce back-and-forth negotiations with redlining and commenting, and receive real-time notifications from our contract management software whenever your sales proposal is opened, viewed, and completed.

Simplify the process

No need to purchase separate electronic signature software. Our proposal software includes legally binding, UETA and ESIGN compliant eSignature technology. Give your customers the power to sign proposals in seconds from their desk or mobile device.

Put your best pricing foot forward

Custom pricing tables with optional items and editable quantities make it easy for prospects to choose the price perfect for their budget. Eliminate costly errors by calculating taxes and discounts with our quoting software too.

Create professional-looking proposals

Our template library offers over 200+ templates designed to help your business make a lasting impression

  • Proposals
  • Contracts
  • Quotes
  • Agreements
  • Business Plans
  • Forms
  • Receipts
  • Invoices
  • Accounting & Tax
  • Car
  • Construction
  • Consulting
  • Education
  • Employment
  • Family
  • Financial
  • Helthcare
  • Manufacturing
  • Marketing
  • Real Estate
  • Sales
  • Technology
  • Software
  • Software

The success you can expect by using PandaDoc proposal software

On average our customers report

per week saved
12 h
decrease in doc creation time
increase in close rate
increase in average sale price

Seamless integrations

We integrate with over a dozen CRMs (like HubSpot, Salesforce, and Microsoft Dynamics) and other sales tools, eliminating the need to copy and paste product and pricing information from one software tool to another. Save loads of time when you create, send, track, and eSign proposals right within your CRM software. And with our API and Zapier integration, you can increase productivity and simplify your proposal processes even more.

  • HubSpot
  • Salesforce
  • Copper
  • Zoho
  • Pipedrive
  • PayPal
  • Microsoft Dynamics 365
  • Insightly
  • Stripe

Every member of the team benefits from PandaDoc

Align sales and marketing for true smarketing balance

Every member of the team benefits from PandaDoc

Sales leaders

Track performance metrics and identify sales process bottlenecks with our robust reporting functionality. We’ll give you insight into how your proposals are performing for your business so you can make routine improvements to your sales workflow.

Sales reps

You have enough to worry about and the last thing you want to do is use more software tools to complete admin tasks. When your proposal software integrates with your CRM, you’ll be cranking out proposals faster than speed dial.

Marketing managers

Standardizing content and collateral the sales team sends to potential clients is beyond difficult. Moreover, where do you store it so sales can find it? Sales enablement is a breeze with standardized templates, an easy to organize content library and create a feedback loop with content usage reporting built-into our software.

Sales operations

A crucial part of your job is to ensure that the teams across your entire org are working efficiently together. Our software integration capabilities allow you to integrate your suite of tools to create one flawless sales workflow. Achieve harmony amongst sales, marketing, and finance from unlimited proposal creation to document storage.

Still have questions? We’ve got answers.

How does PandaDoc help measure performance?

Our robust dashboard can help! When you log in, you can see which stage each doc is in and the revenue associated with that stage. We’ll even tell you team metrics like how many docs every workspace member has sent. Lastly, our content reporting details how frequently your content is used.

Where can I communicate with my doc recipient?

Our in-doc commenting feature makes this super easy and pretty much eliminates the need for email. Just click on your doc, then Activity on the right-hand navigation, and your comments should be the first thing that appears. You can comment publicly or privately too!

Can I store marketing content and other sales collateral in PandaDoc?

Absolutely! We invented PandaDoc to make it easy for the marketing team to share collateral with the sales team. Customize your content library with photos, videos, testimonials, customer case studies and more. You can organize everything in folders and sales can also quickly search for any item.

What kind of pricing packages do you offer?

Our tiered pricing offers packages for businesses of any size. Our Individual plans are great for one or a team of two, and our Business and Enterprise plans are great for teams of 3+. For more details, visit our pricing page here.

How can I improve my effectiveness with PandaDoc?

The best part is that you don’t need to work with PDFs, Microsoft Word documents, printers, faxes, scanners, or paper. All your proposals are digital with PandaDoc. Our software is a web-based solution, which means you can create, send, and sign proposals as long as you’ve got an internet connection — whether you’re at the office, on the road, or at home.

Will I be charged when I sign up for a trial?

No! When you’re ready to give PandaDoc a try for your business simply sign up here. We offer a completely free 14-day trial. There is no need to enter your credit card info.

Get started with PandaDoc today

No credit card required