Close deals faster with contract automation
Sales automation software
Eliminate busywork with smarter sales automation
Reduce manual work across your sales process by automating key actions like building quotes, sending reminders, gathering approvals, and tracking deal status.
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PandaDoc helps over 68,000 companies automate administrative tasks and close deals in record time
"PandaDoc will allow us to work quickly through our high volume of incoming leads. And, with a 100% remote workforce, the ability to create, edit, and manage documents virtually will allow us to maintain business continuity throughout our operations."
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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 sales automation software?
Sales automation software is a tool that streamlines and automates repetitive sales tasks such as sending follow-ups, generating quotes, creating proposals, and managing approvals. It helps sales teams close deals faster by managing the sales process, reducing manual work, and increasing pipeline visibility. With PandaDoc, you can automate the entire document workflow — from proposal to payment — all in one platform.
Key benefits of sales automation software
Give reps more time to sell by automating quote creation, follow-ups, and deal tracking within a single, centralized platform.
Make quoting quick and easy
Eliminate slow, manual quoting with reusable content like templates, pre-formatted layouts, and approved media blocks.
Close more deals with better proposals
Add interactive pricing tables and multimedia to keep prospects engaged and improve conversion across your pipeline.
Sign and approve without switching tools
Securely capture e-signatures inside PandaDoc without juggling files, attachments, or third-party signing platforms.
How sales automation works using PandaDoc
PandaDoc automation removes friction from your sales process by connecting to your CRM, automating key steps, and giving your team time to close more deals.
Fast, accurate document creation
Eliminate copy/paste and formatting issues by creating dynamic document templates with built-in variables. Use CRM integrations and AI suggestions to auto-fill information so that each quote is personalized and unique.
Automated e-signature collection
Make it easy for buyers to sign without downloading files or switching tools. PandaDoc sends signature requests automatically and tracks status so that deals are signed faster and with fewer delays.
Sales process automations
Route quotes to the right person based on deal size, region, or product type. Use sales process automation to trigger the right steps and prevent delays in getting approvals.
Improved pipeline management
Gain full visibility into every deal across the sales pipeline. PandaDoc provides real-time insights so that reps and managers can identify bottlenecks and idle opportunities early and act quickly before deals grow cold.
Automate your sales process with PandaDoc API
Use PandaDoc API to generate, send, track, and sign sales documents directly from your CRM, website, or internal software.
- Embedded lead capture: Insert documents (e.g. proposals or gated PDFs) into landing pages, and capture viewer data via API
- Form-driven generation: Auto-create documents when a web form is completed
- Faster deal flow: Eliminate delays by sending proposals/contracts instantly after key sales events
- Real-time tracking: Use webhooks to monitor when documents are opened, signed, or stalled
Eliminate errors in your sales documents
Consistent, error-free proposals
Automate proposal creation, approval routing, and e-signing to create a flexible end-to-end sales process. Combine this process with a CRM to automatically add customer and product data to a document.
Accurate and professional financial documents
Keep deals accurate and profitable with standardized templates, up-to-date pricing configurations, variables, and more to maintain accurate pricing.
Clear project scopes and statements of work
Manage language, clauses and templates using content tools, variables, and built-in integrations to reduce legal risk and ensure that all deals are above board.
Trusted by teams around the world
PandaDoc helps sales and operations teams work smarter and faster by removing friction from every part of the sales process.
Learning resources
Frequently asked questions
How does PandaDoc automate the sales process?
PandaDoc automates key steps like document creation, approval routing, e-signature collection, and payment capture.
Using CRM integrations, teams can auto-fill proposal data, trigger document creation from various pipeline stages, and track everything in real time while reducing manual work throughout the sales cycle.
What are the deal stages PandaDoc automation can cover?
PandaDoc supports automation across the entire deal lifecycle.
Teams can use templates to quickly generate documents and route approvals for legal or financial review. Automatic reminders can be added to sent documents so that deals are always top of mind. Engagement analytics help guide timely follow-ups and pipeline forecasting.
As deals grow more complex, the PandaDoc platform can also be configured to accommodate a variety of industries and sales flows by assigning teams and document stylings to various workspaces.
Can PandaDoc integrate with my CRM?
Yes. PandaDoc integrates with major CRMs like Salesforce, HubSpot, Zoho, Pipedrive, and others.
Teams can generate documents directly from contact, deal, or account records and auto-fill fields using CRM data. In many cases, this can be done without ever leaving the platform.
Once a proposal or contract is sent, it’s possible to sync the document status back to the CRM pipeline so that progress is visible across the entire sales process.
Is PandaDoc’s sales automation suitable for small businesses?
Absolutely. PandaDoc can scale to fit comfortably within teams of various sizes.
Small businesses benefit from automation tools that simplify proposal creation, reduce admin work, and shorten time to close. Because PandaDoc is a no-code solution (API excepted) SMBs won’t need a full tech stack or a dedicated development team to use it.
For teams requiring greater versatility, API solutions will allow PandaDoc to be embedded in various apps, webpages, or internal software solutions.
What’s the difference between sales automation software and marketing automation software?
Sales automation software focuses on streamlining tasks that directly impact deal closure, including quote and contract generation, approval routing, e-signature capture, and payment collection. PandaDoc speeds these processes by allowing sales teams to move faster and close deals with less effort.
On the other hand, marketing automation helps attract and nurture leads. This covers tasks like email campaigns, lead scoring, segmentation, and engagement tracking. Marketing teams enjoy some overlap with PandaDoc, because they can create a unified marketing experience by designing on-brand templates that align with the rest of the company’s marketing efforts.
Can I automate follow-ups and reminders?
Yes. You can set up automated email notifications and reminders for document views, signatures, and payments. That way, deals keep moving and won’t require manual follow-ups.
Is my data secure with PandaDoc?
Yes. PandaDoc offers enterprise-grade security, including SOC 2 Type II certification, encryption, and GDPR compliance to protect your documents and customer data. Role-based permissions, audit trails, and secure access controls are in place to protect sensitive information in a safe and compliant way.
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