Create invoices in record time
With PandaDoc you can quickly generate invoices from approved quotes using built-in integrations with your billing software.
Create and send professional invoices in minutes, collect funds through integrated payment processors, and easily track outstanding payments without ever leaving the PandaDoc platform.
No credit card required
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.
April Fleming
Revenue Operations Analyst at Wizehire
25%
more documents sent per month
46x
faster to get a signature compared to Docusign
95%
reduction in time spent creating documents
Sales invoicing software is designed to help businesses create, send, and manage invoices electronically. Often, this includes tools for tracking payment status or sending automated reminders, as well as storing client and transaction details. Internally, this data also can be compiled into reports for financial analysis or compliance.
PandaDoc goes a step further than basic invoicing by offering features like smart content, variables, and CRM integrations. These features allow brands to quickly build invoices by inserting relevant customer and product data from known data sources. Combined with real-time document tracking, in-document payment processing, and e-signing, teams can use PandaDoc to create a streamlined billing process, improve overall cash flow, and save time for sales and finance teams.
Simplify sales invoicing with fast document creation, built-in approval flows, and easy payment collection via leading payment software.
With PandaDoc you can quickly generate invoices from approved quotes using built-in integrations with your billing software.
Automatically carry over discounting and pricing rules from quotes directly into your invoices, eliminating errors when it comes to billing.
Create an invoice in one click, track invoice status with two-way CRM integrations, and let clients review, sign, and pay in one place.
PandaDoc makes it easy to create and send trackable invoices. Setup recurring invoices accept ACH payments, and stay in control of every transaction.
Create custom invoice templates with appropriate branding, applied discounts or pricing bundles, then reuse them for every client or relevant project as time goes on.
Using data from CRMs and AI tools, teams can automatically fill in content like customer info, line items, contract terms, or saved fields to quickly personalize invoice templates.
Generate, send, and e-sign thousands of invoices automatically using flexible API tools that scale with your business.
Automate invoice creation at scale using data from external systems.
Post-transaction automations: Trigger invoicing after order completions via API.
Sync PandaDoc invoice creation with tools like QuickBooks, Xero, or ERPs.
Give clients a secure way to pay invoices through ACH bank transfers. Lower fees, faster processing, and built-in tracking tools help to reduce outstanding balances and improve cash flow.
Sales
With PandaDoc, proposals, e-signatures, and invoices are generated and managed on one platform. Sales reps have everything they need to handle all aspects of the deal flow in one place.
How to professionally manage invoices
The in-depth guide to invoice approval workflow
Yes, PandaDoc integrates with leading payment processors like Stripe, Square, and Authorize.net so that clients can pay via credit card or ACH directly within your invoice.
It’s even possible to set up recurring payments (Stripe only), so that monthly payments are sent automatically from client accounts.
Long term, the ability to pay directly through an invoice helps to reduce delays while eliminating the need for additional documentation and manual follow-ups.
Yes. PandaDoc can connect with popular customer relationship management software like HubSpot and Salesforce, as well as accounting solutions like QuickBooks and FreshBooks.
These integrations make it possible for data to pass between PandaDoc and the connected platform, so teams can use CRM data to auto-fill documents with precise customer information while payments and deal status can be pushed from PandaDoc to other platforms.
Yes. PandaDoc supports legally binding e-signatures on all documents.
While this might not be immediately helpful when issuing a traditional invoice, it’s possible to include e-signatures and payment opportunities inside a proposal, contract, or form. That way, clients can agree to the terms of a business relationship and pay an invoice within a single document, rather than having these requirements split across two separate processes.
Any PandaDoc document can be tracked, and teams will receive a notice when those invoices are opened, viewed, signed, or paid.
These notifications can be critical for reps who want to time their follow-ups so that deals and payment obligations are top-of-mind.
Definitely. PandaDoc allows users to fully customize document templates with the appropriate branding, pricing tables, taxes, discounts, and terms.
Teams who want to jumpstart the document creation process can start with a template from the PandaDoc template library, customize it with the appropriate branding and components, then save it as a unique, reusable template for later use.
Yes. PandaDoc uses enterprise-grade security, encryption, and compliance measures, including SOC 2 Type II and GDPR compliance, to protect your data and client info.
PandaDoc can also become HIPAA compliant when teams sign a BAA, allowing for document automation that expedites business processes while staying compliant with existing data regulations.
Yes, PandaDoc offers a free 14-day trial so you can test the invoicing features before committing to a plan.
By integrating PandaDoc with billing software like Quickbooks, teams can create subscription plans and recurring billing for repeat customers or retainers. Use invoices to set up payment plans to generate automatic, monthly cash flow.
PandaDoc integrates with leading payment platforms like Stripe, enabling customers to pay invoices directly via ACH transfer, credit card, and other supported methods.
Send invoices immediately after a sale to eliminate manual delays. Include online payment links so that clients can quickly resolve outstanding costs. Automatic reminders help invoices stay top-of-mind until accounts are settled.
Built-in tracking systems can help to monitor paid, pending, and when invoices while integrated dashboards provide better forecasting for cash flow. These tools help finance teams stay on top of account status and collect overdue payments.
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