Create professional proposals in a fraction of the time. PandaDoc is a feature-rich proposal management solution for marketing teams that provides a wide array of tools, from customizable proposal templates to electronic signatures.
Interested in how proposal software can help your business?
You can access an array of features that simplify and streamline your whole proposal creation workflow. Use the library of professional proposal templates with an intuitive editor and easily tailor them to your prospects need. Or, create your own content library of templates leveraging your existing top-performing content and add eSignature fields, payment options, and more.
Your sales team can work in a single tool designed for easy collaboration. Specific roles and permissions can be assigned to individual team members while comments enable a faster sales process. A range of tasks, such as requests for final approval from managers and reviews by the legal department, can be automated with approval workflows to save even more time.
Do you already work with a popular CRM like Salesforce or Microsoft Dynamics? Perhaps you use a cloud storage app like Google Drive? We offer a library of integrations that allows PandaDoc to work seamlessly within your current workflow. Whether you want to process online payments, automatically store PDF copies, or work within your CRM, it’s all possible right out-of-the-box.
Creating a beautiful proposal is usually a time-consuming process. With our suite of features, from our drag-and-drop editor to automated workflows with real-time notifications and analytics, your marketing team can create an array of marketing documents in a fraction of the time. In fact, our customers consistently report a 65% reduction in doc creation time.
PandaDoc can be implemented across your whole organization in mere hours. Most marketing teams are up and running in just a couple of days. We also offer 24-7 personalized support and a smart knowledge base. Our Onboarding Services team is also on hand to offer customized onboarding solutions in case you need a little more hand-holding.
We understand the role of data in marketing. With that in mind, we’ve built one of the most powerful proposal reports and tracking on the market. You’ll know when your prospective client opens, views, and we’ll show you when the document moves from stage to stage and our robust reporting will show you your time to close, the amount of revenue you’ve generated, and more.
We’ve built an extensive library of integrations, allowing you to easily connect your preferred CRM, payment processor, accounting software, management tools and more to PandaDoc. We also offer a multi-functional API for boosting automation and closing more deals in your sales pipeline.
Clients report improvements in marketing performance in 3 key areas: sales document completion time, time to close, and document analytics. From the PandaDoc real-time analytics and reporting, you can access an array of insights about both client behavior and the performance of your sales team.
No other solution on the market offers the same number of features as PandaDoc. Everything your marketing team needs to create, send, track and follow up on proposals is provided, from detailed doc reports to legally binding eSignatures, payment collection, and more. We offer more features than other tools like Nusii, Proposify, Bidsketch, Octiv or Qwilr combined.
We offer a range of plans that fit businesses of any size. The Individual Plan is ideal for single marketers. Our Business Plan is ideal for smaller teams and companies experiencing fast growth. Our Enterprise Plan is designed to meet the needs of larger teams.
We offer a free 14-day trial to help you gauge whether or not PandaDoc is a fit for your business. You can sign up here and no credit card is required.
