How our proposal software can help
Reduce proposal creation time
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).
Stand out from the competition
Design elements like styles, themes, and custom CSS 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.
Built-in eSignature technology
No need to purchase separate electronic signature software. Our all-in-one software includes legally binding, UETA and ESIGN compliant eSignature technology. Give your customers the power to sign proposals in seconds from their desk, our mobile app, or even in-person.
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, discounts, and profit margins with our quoting software too.
Shorten your sales cycle
The days of watching your inbox are gone. Reduce back-and-forth negotiations with in-document commenting and receive real-time notifications from our contract management software whenever your sales proposal is opened, viewed, and completed.
On average our customers report
The success you can expect by using PandaDoc proposal software
- per week saved
- 12 h
- decrease in doc creation time
- increase in close rate
- increase in average sale price
Your CRM + PandaDoc = a powerful combination
We integrate with over a dozen CRMs like HubSpot, Salesforce, and Microsoft, 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 transform your proposal processes even more.
Every member of the team benefits from PandaDoc
Align sales and marketing for true smarketing balance
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.