PandaDoc provides an array of powerful tools, including automated workflows, eSign capabilities, and detailed real-time proposal analytics. We’re the #1 choice software solution for sales teams according to G2 Grid Report to quickly create proposals that boost their close rate.
Here’s exactly what sales proposal software will do for you
The PandaDoc suite of management tools simplifies and streamlines the process of creating proposals. Unlimited proposal templates and a content library make it easier than ever to design and send tailor-made proposals to your prospects and customers. The drag-and-drop functionality enables you to create interactive sales documents in minutes with eSignature fields, pricing tables, and much more.
At PandaDoc, we understand that automation is the future of sales, and we’ve built automation right into the heart of our software. Among our most powerful time-saving features are the ability to set approval rules with clearly-defined roles (such as when a manager needs to sign-off on a proposal before sending), an intuitive collaborative environment, and multiple options for notifications and reminders.
Our library of integrations enables PandaDoc to slot into any existing tech stack without any trouble. Our software works with a majority of CRMs and also links up with a range of third-party tools for frictionless data-sharing and automation. Work from your preferred CRM dashboard, collect online payments with Stripe, and automatically send PDF copies to your cloud storage app with Zapier.
PandaDoc reusable templates enable your sales team to make stunning proposals in a fraction of the time it would usually take. On average, our clients save 12 hours per week per employee. What’s more, the content library – which can include text snippets, images, videos, pricing tables and more – make it easy to drag-and-drop important elements into documents.
PandaDoc is easy to implement across the whole company and even easier to learn. In fact, most of our clients are up and running within one day. We make the onboarding process as smooth as possible with an extensive knowledge base and optional onboarding services.
The dashboard provides you with all the information you need to stay up-to-date with exactly what’s happening with your documents. You can also measure your progress towards important KPIs and track open rates, close rates, time-to-close, revenue generation and more.
We’ve built PandaDoc with your existing tech infrastructure in mind. Choose from dozens of CRM integrations, including HubSpot, Salesforce, Pipedrive, Microsoft Dynamics and more. You can also connect to an array of cloud storage services, payment processors, customer service platforms, and analytics tools. And it doesn’t stop there. With our API and Zapier integrations, you can add another layer of custom productivity to your workflows.
PandaDoc is one of the only solutions on the market that offers a complete set of tools for sales teams. We cover all the bases, from document creation to analytics, electronic signatures, payment collection plus tracking, and a host of automation features. This is way more than other proposal management tools like Proposify, Bidsketch, Proposable, or Qwilr offer.
Our powerful reporting enables you to track the performance of both your sales team and your personalized proposals. Alongside client-facing metrics like opens, time-to-close and so on, you will also have access to performance metrics for individual members of your team.
We offer a range of pricing options. Our Individual plan is excellent for single sales professionals. Our Business plan is best for teams on the expansion fast-track and the Enterprise plan caters to larger teams. Visit our pricing page for all the details.
We offer a 14-day free trial to help you evaluate if PandaDoc is a fit for your business. Sign up here (no credit card required).
