Proposal Software
Build stunning, fully customizable sales proposals in minutes
Use interactive document creation tools to generate branded proposals that your clients will love. Build stunning templates, capture e-signatures, and accelerate sales with PandaDoc.
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Learn why customers big and small choose PandaDoc
"PandaDoc has a personal touch — they listen, adapt, and support us like true partners. This has made all the difference. I know I can reach out to them anytime. They take their time to walk us through everything, and I can trust that they’ll help us resolve any issues quickly.”"
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- more documents sent per month
- 25%
- faster to get a signature compared to Docusign
- 46x
- reduction in time spent creating documents
- 95%
What is proposal software?
PandaDoc proposal software is an all-in-one solution that helps users create professional, customizable sales proposals in a matter of minutes. Using the drag and drop editor, team members can save time with pre-built, fully customizable templates using text, multimedia, and specialized modules like e-signature blocks and pricing modules. Finished documents can be converted into proposal templates for better automation and faster approval processes. Combined with approval workflows, a built-in content library, and secure document storage, sales teams can automate follow-ups, expedite sign-offs, and close deals faster than ever.
Build better proposals with PandaDoc
Create proposals in minutes, not hours with interactive tools
Start fast with ready-to-use templates and a drag-and-drop editor that makes building professional, on-brand proposals quick and hassle-free.
Improve win-rates with built-in electronic signatures
Eliminate redundancies in your tech stack. PandaDoc includes legally binding e-signatures so that you can close deals without leaving the platform.
Notify, negotiate, and collaborate with every customer
Take advantage of built-in collaboration tools, deal rooms, and real-time tracking to figure out what’s working, what isn’t, and when to follow up.
Connect PandaDoc with other essential apps and services
Connect PandaDoc with CRMs, payment solutions, and more. Integrate with 30+ apps to automate workflows, auto-fill data, and build error-free proposals in record time.
How much is proposal software worth to your business?
Calculate how much time you’ll save by automating proposals, reducing manual tasks, and optimizing sales processes with PandaDoc proposal tools.
Your current set up
Hours for agreement creation
Number of agreements per week
Number of employees
Average salary per employee
Money saved with PandaDoc
Estimated ROI
- All results shown are an average, based on the numbers entered into the calculator, which include: hours it takes to create an agreement, agreements sent per week, number of employees creating agreements and average salary of employees.
- ROI reflects, based on the information entered into the ROI calculator, what a company could save by switching to PandaDoc from their current e-signature platform provider.
- Other assumptions taken into account in the calculations:
- Cost of PandaDoc is calculated by using the current cost of one (1) PandaDoc business seat license at the annual subscription rate
- Based on PandaDoc’s internal data, the median minutes from agreement creation to agreement send for the top 10% of our clients with company sizes 11+ on a business subscription using our editor function in February of 2023 was 3 minutes.
- When we calculated the cost / hour of an employee, we considered the average US Salary from the US Bureau of Labor Statistics Q1 2023 report.
- We calculated working hours at 2,087 to account for year-to-year fluctuations in working days over a 28-year period, rounded down from 2,087.143 hours (Since, there aren’t exactly 52 weeks (362 days) every year, usings a 28 year period helps provide a more accurate distribution of working hours (Indeed Editorial Team, “How Many Work Hours in a Year”, Indeed.com (Feb. 27, 2023)).
- We calculated working hours at 2,087 to account for year-to-year fluctuations in working days over a 28-year period, rounded down from 2,087.143 hours (Since, there aren’t exactly 52 weeks (362 days) every year, usings a 28 year period helps provide a more accurate distribution of working hours (Indeed Editorial Team, “How Many Work Hours in a Year”, Indeed.com (Feb. 27, 2023)).
- PandaDoc is not legally responsible for any reliances, assumptions or actions taken on the basis of the ROI calculator or the results thereof result.
Essential features to build winning proposals
PandaDoc gives you all the tools you need to create, send, and track proposals through every stage of your sales pipeline.
Reusable templates
Worried about staring at an empty page when creating a fresh proposal? With PandaDoc, you can avoid blank page syndrome by choosing a pre-built proposal template from our template library and modifying it to suit your unique needs. When you’re done, save your document as a new template and place it in your content library for reuse by other team members. Using content blocks, saved sections, and branding controls, you can maintain consistency and generate unique documents in a matter of minutes.
Explore templates
Drag & drop editor
Looking for the ultimate creative control? Take a closer look at the PandaDoc editor. Built for ease of use, our document editor is a no-code/low-code drag-and-drop solution that anyone can use to build better proposals. Add text, branded media, customer data, and dynamic fields to create a tailored and unique experience for each client. You can even make changes on the fly without consulting designers or developers. It’s really that easy.
Drag-&-drop editor
Interactive pricing tables
Every proposal needs clear, straightforward pricing so that customers can understand costs. PandaDoc pricing tables are interactive, which allows reps to update and adjust quantities on the fly before sending and see totals update instantly. With the appropriate permissions enabled, customers can even select packages or quantities that make sense for their business needs. This added flexibility eliminates minor adjustments and the tedious back and forth usually required to finalize a sale.
Pricing table
Document analytics and real-time tracking
Keep reps in the loop with embedded analytics and tracking tools. PandaDoc notifies you when documents are opened, viewed, or signed, while built-in analytics tell you where viewers spend their time.
Electronic signatures and approval workflows
Remove bottlenecks and finalize deals faster by expediting in-house approval workflows with automatic processes. Once deals are sent, customers can sign proposals using legally binding e-signatures.
Get started with PandaDoc in 3 simple steps
From first document to final e-signature, PandaDoc makes it easy to create and send professional proposals that get results.
Select a proposal template (or build your own from scratch)
Start with a ready-made template from our template library or create a custom document using the drag-and-drop editor.
Add content, pricing, customer data, branding, and more
Personalize each doc with unique formatting, customized messaging, interactive pricing tables, and more to close deals fast.
Send your document to decision-makers and stakeholders
Deliver business proposals with one click, track views and engagements in real time, and collect legally binding e-signatures in a single workflow.
Integrate with leading CRM solutions
Connect PandaDoc to CRMs like Salesforce, HubSpot, Pipedrive, and others to auto-fill proposal data and avoid manual input errors.
PandaDoc is loved by high-performing teams
Freelancers, startups, and enterprise teams rely on PandaDoc to simplify the proposal generation process and win more business.
Additional resources to master your proposal workflows
Streamline your document workflow
Get personalized 1:1 demo with our product specialist.
- Tailored to your needs
- Answers all your questions
- No commitment to buy
Schedule your free live demo
- Fill out the form
- Book a time slot
- Attend a demo
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Frequently asked questions about PandaDoc and sales proposals
Can I customize PandaDoc proposal templates?
Absolutely. PandaDoc’s template library is just a starting point for your next great document design. Once you load the selected template into the editor, it becomes fully customizable. You can add blocks, delete and rewrite text, embed dynamic or conditional content, and much more.
This level of flexibility is what makes PandaDoc a key solution for small businesses and enterprise teams alike! As a proposal management software, PandaDoc is flexible enough to handle everything from quotes and proposals to invoices, NDAs, and onboarding paperwork.
And, when using the platform, every document can be customized to your brand and unique use case.
Are e-signatures included with the proposal software?
PandaDoc includes unlimited, legally binding e-signatures with every plan at no extra cost.
This is different from dedicated e-signature solutions like DocuSign, which has a transaction limit, or Proposify, which offers some e-signature functionality but doesn’t have an option for QES signatures and identity verification.
At PandaDoc, while we do charge additional fees for the highest-end signature types due to strict identification requirements, our standard (included) e-signature solutions will be more than enough for most users.
Can I track when a proposal is opened or signed?
Yes. PandaDoc will alert senders when proposals are opened, viewed, or signed.
Built-in document analytics will also provide various metrics so that you can better understand how recipients interact with your documents.
Savvy reps can use this information to better understand customer behavior and step in when the time is right and the deal is already top of mind.
Can PandaDoc integrate with my CRM?
Definitely. PandaDoc natively integrates with 15+ CRM platforms, including unique, 2-way integrations with HubSpot, Salesforce, Pipedrive. These connectors allow PandaDoc to automatically import customer data from your primary information source without copying that information outside of your database.
Beyond CRMs, you’ll also find that PandaDoc integrates with everything from Microsoft Word and Google Docs to Stripe and Paypal. Connect your entire tech stack and centralize your entire document creation process in one place.
Is PandaDoc secure when sending and signing proposals?
Yes. PandaDoc uses industry-standard encryption, audit trails, and SOC 2 Type II compliance to ensure that every document is secure and trackable.
Our platform also complies with GDPR, eIDAS, ESIGN, and UETA requirements. PandaDoc can also become HIPAA compliant when a BAA is signed and filed with our customer support team.