PandaDoc Proposals

  • Powerful CRM Integrations
  • Template & Content Libraries
  • Industry-leading Analytics
  • eSignatures & Payments Processing

More than 6,000 companies trust PandaDoc

Who Uses PandaDoc

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 PandaDoc’s customizable workflows and signing orders.
  • Keep 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

Template and content libraries allow your sales, marketing, and legal teams to easily 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 easily negotiate terms, pricing, and more with your customers, reducing your close time from weeks or months to hours or minutes.

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

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

Today’s businesses thrive on insights. PandaDoc provides real-time proposal analytics that empower your sales and management teams. With PandaDoc you will know: who’s viewed each proposal, how many times they viewed 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. PandaDoc’s dashboard offers high-level analytics that help your management team understand how your sales team is performing. Easily view and track proposals at each stage — drafted, sent, viewed, and completed.

Vaimo Increases Global Productivity by over 25% with PandaDoc.

Brendan Peo Chief Operating Officer, Vaimo
  • 25% sales productivity increase
  • 30% Decrease in Proposal Response Time

More connected than any other proposal software.

PandaDoc integrates with more than 30 business software platforms, including every major CRM system.

Fast & Easy Deployment

Other software can take months to deploy, and often requires a substantial up-front investment to cover setting up integrations and providing training to your staff. With PandaDoc, you’ll be ready to use your software throughout your organization in hours or days without spending lots of money.

Automate your proposals today!

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