PandaDoc Proposals

PandaDoc is built for companies looking for a proposal software that helps them grow faster and supercharge their sales success.

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Who uses PandaDoc Proposals

Sales teams

Create stunning, custom-made, personalized proposals in minutes. Easily collaborate with others within your proposals. Automatically create personalized proposals without leaving your CRM. Allow your customers to sign your proposals on desktop and mobile.

Marketing teams

Empower your sales teams with videos they can embed in their proposals. Ensure brand consistency with your own library of proposal templates. Help sales close the deal with a custom library of sales collateral.

Company leadership

Ensure compliance with customizable workflows and signing orders. Keep the information flowing efficiently by integrating PandaDoc with your CRM, document storage, and accounting software. Grow your company faster by reducing time spent on busy work and raising your win rates.

Why PandaDoc?

Easy Collaboration

Easy collaboration

Template and content libraries allow your sales, marketing, and legal teams to quickly create proposals that are branded, filled with compelling content, and completely compliant with all legal and pricing guidelines at your company. In-proposal activity logging and commenting allow you to negotiate terms, pricing easily, and more with your customers, reducing your close time from weeks or months to hours or minutes.

High efficiency

High efficiency

PandaDoc is a web-based proposal software, which means you can create, send, and sign proposals as long as you’re online — whether you’re at the office, on the road, or at home. You can manage all of your work from your computer. The best part is that you don’t need to work with PDFs, Word files, printers, faxes, scanners, or paper. All your proposals will be digital. They’ll live safely and securely in the cloud.

Faster closing

Faster closing

Companies that use PandaDoc close more business in less time than companies who don’t. PandaDoc allows you to create beautiful, customized proposals in minutes, helping your offering stand out versus your competitors. Our features are designed to create a faster sales process without sacrificing quality or attention to detail. Content libraries, collaboration tools, and built-in electronic signatures and payment processing all come together to help you win. Our clients have consistently reported on average: 30% increase in close rates, 50% reduction in time per document created, 15% increase in value per deal, and 100% accuracy.

Advanced analytics

Advanced analytics

Today’s businesses thrive on insights. PandaDoc provides real-time proposal analytics that empowers your sales and management teams. With PandaDoc you will know: who’s viewed each proposal, how many times they saw a proposal and how much time they spent viewing each page of a proposal. This information allows your sales and management teams to take the right action at the right time, reducing time-to-close and boosting your proposal win rate. The PandaDoc dashboard offers high-level analytics that helps your management team understand how your sales team is performing. Easily view and track proposals at each stage — drafted, sent, viewed, and completed.

Integrated

PandaDoc integrates with the top business tools you use today. Manage documents from within every major CRM. Use storage and payment solutions to help consolidate tools.

Powerful

PandaDoc has features that can help any company save time and close business. Gain control of your document process with automation, analytics and team management.

Secure

PandaDoc is built on the same AES-256 encryption that enterprise organizations and financial institutions around the world rely on to protect their intellectual property.