Streamline your sales workflows by automating tedious tasks, tracking detailed document analytics, and building stunning sales collateral.
PandaDoc’s sales enablement software keeps teams moving fast by cutting down on the time it takes to create, approve, and send digital documents. Automatically personalize documents by pulling in prospect data from your CRM and having it sync into your documents.
Whether you’re a team of 5 or 50, PandaDoc makes working with teammates simple and easy. In-line commenting allows teams to comment on specific sections of a document, tag teammates, and resolve questions without ever leaving your document.
Your documents should do the hard work for you, that way you can focus on bigger problems. With real-time notifications, you’ll know when a document is opened, viewed, commented-on, or completed. PandaDoc analytics will also tell you which content is or isn’t performing well with your audiences so you can make adjustments.
Create stunning, effective sales documents with custom-designed themes, embedded rich media, and interactive pricing tables that viewers can adjust, comment-on, and complete without all the unnecessary back-and-forth.
PandaDoc integrates out-of-the-box with more than 25 of today’s top business tools. This includes CRM, payment, storage, admin, and design software that you’re probably already using. Additionally, you can create custom automated workflows with PandaDoc and 1,300+ apps using Zapier.
PandaDoc is SOC II Type II certified, and ESIGN & UETA compliant. PandaDoc also meets GDPR compliance requirements, along with HIPAA & FERPA privacy rules. PandaDoc data centers are handled by Amazon AWS and are designed to ensure your document security is a top priority. We ensure our security is parallel with industry standards and compliance.
Analytics are broken down by each recipient you send to and include: number of times viewed; last time accessed; total time spent; PDF download; and If any “links” were clicked. Analytics are also organized by each page and include: percentage of time spent on this page (measured in seconds); time spent on the page; number of times a page is viewed; and last time page was viewed.
The audit trail provides a step-by-step history of document status changes－from creation to completion. If you enabled workflow approvals for your internal team, you will also see this in a document audit trail.