PandaDoc is built for companies looking for a proposal software that helps them grow faster and supercharge their sales success.
Who uses PandaDoc Proposals
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.
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.
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 choosing the PandaDoc proposals software?
Get more done with PandaDoc integrations
True to PandaDoc fashion, we want you to get more done faster and we make that possible with PandaDoc Integrations. We offer more than a dozen integrations with the tools you already work with every day. Integrate PandaDoc with your existing CRM or other software solution to create, send, eSign and track documents faster than before. Win more business in half the time.
Frequently asked questions
Many of the proposals you send likely have the same content and wording. For the documents you use the most, our PandaDoc templates will save you a ton of time. Simply create one template, and when you are ready to send a proposal to your prospect or customer, all you need to do is customize that template with appropriate content and send your document for signature.
How are you different from other proposal software?PandaDoc is an all-in-one software solution. Unlike other proposal editors and tools, PandaDoc includes unlimited legally-binding eSignatures, document analytics and reporting features that you’d often have to purchase in addition to proposal software.
What can I do with the Content Library?The PandaDoc Content Library is the best way to store your most frequently used content. You can build a customized library full of photos, videos, customer testimonials, legal terms, disclaimers and more. Simply drag and drop a content library into any proposal template or document.
How can I track my documents?PandaDoc includes detailed document analytics that give you insight into what happens after you send your document. You’ll receive real-time notifications each time your recipient opens and views your document. We’ll also tell you which pages were viewed and for how long the recipient spent on each page.
Does PandaDoc work with my CRM?Yes! PandaDoc integrates with over a dozen of the biggest CRMs on the market. When you connect your CRM to PandaDoc, you can create and send a proposal without leaving your CRM. Most integrations allow you to merge important contact, opportunity, and pricing details right into your documents.