Skip to main content
Help centerLog inHelp center
Mobile Site Logo
Desktop Site Logo

    • Platform

      • Product overview
      • Contract Management
      • CPQ
      • Enterprise

    • Features

      • Image - Document generation - Icon
        Document generationAutomate document creation with customizable templates
      • Image - Payments - Icon
        PaymentsGenerate error-free quotes
tailored for every buyer
      • Image - Deal room - Icon
        Deal RoomsCollaborate and close deals in one personalized deal room
      • Image - Smart content - Icon
        Smart contentAdapt documents to the recipient's requirements
      • All features

    •  

      • automation icon
        Workflow AutomationsStreamline your workflow and reduce manual tasks
      • Approval workflow
        Approval workflowSimplify internal sign-offs before document delivery
      • Workspaces
        WorkspacesDistribute content across teams and departments
      • Tracking & analytics
        Tracking & analyticsGet insights into how users interact with your document
      • All features
    • Request a demo
    • Contact sales
    Product (Dropdown) - Featured Image
    Compare
    • vs DocuSign
    • vs Dropbox Sign
    • vs Adobe Sign
    • vs Proposify
    • View more
    • Image - Use case - Icon

      Use case

      • eSignatures
      • Proposals
      • Contracts
      • Quotes
      • Payments
      • All use cases
    • Image - Industry - Icon

      Industry

      • Software & technology
      • Professional services
      • Education
      • Healthcare
      • Construction
      • All industries
    • Image - Team - Icon

      Team

      • Sales
      • HR
      • Marketing
      • Customer success
      • Legal
      • All teams
    • Request a demo
    • Contact sales
    Customer stories
    • Image - Solution dropdown - Autodesk
      Autodesk now tracks sales metrics across its entire org
    • Image - Solution dropdown - Nomad
      Nomad cut customer acquisition costs by 20%
    • Image - Solution dropdown - TheKey
      TheKey saves 3,000 hours per year using PandaDoc
    • All customer stories

    • Sales and CRM

      • Hubspot
        Hubspot
      • Salesforce
      • pipedrive
        Pipedrive
      • Monday Logo
        Monday

    • Payment gateways

      • Square Logo
        Square
      • Stripe
        Stripe
      • Authorize Logo
        Authorize.net
      • Paypal Logo
        PayPal
      • QuickBooks Logo
        QuickBooks Payments
      • FreshBooks Logo
        FreshBooks

    • Collaboration and more

      • Zapier
      • Greenhouse
      • QuickBooks Logo
        QuickBooks
      • Slack Logo
        Slack
      • All integrations
    • API
    • Documentation
    Integration (Dropdown) - Featured Image
    CPQ Solutions
    • pipedrive
      Pipedrive CPQ
    • Hubspot
      Hubspot CPQ
    • Salesforce CPQ
      Salesforce CPQ
    • Image - Learn- Icon

      Learn

      • Customer stories
      • Blog
      • Templates
      • Webinars
      • Learning academy
      • Security
      • Resource library
      • AI Skills Lab
    • Image - Support - Icon

      Support

      • Help center
      • Contact us
      • Onboarding services
      • Professional services
      • Premium support
      • Partner Directory
    • Image - Developers - Icon

      Developers

      • API
      • Document embedding
      • Documentation
    • Request a demo
    • Contact sales
    Resources (Dropdown) - Featured Image
    Security & Compliance
    • Signature certificate
    • Two-factor authentication
    • HIPAA compliance
    • View more
  • API
  • Pricing
Contact salesStart a trialContact Sales

Drive sales forward with better data

Speed up sales with quick document creation, live tracking, and dashboards that make deals easier to monitor and manage.

Fast, professional proposals

Fast, professional proposals

Deliver branded proposals quickly with ready-to-use templates and simple customization tools.

Win more agreements

Win more agreements

Combine text, multimedia, CRM data, and secure e-signatures to create engaging sales collateral for every agreement.

Insights that close deals

Insights that close deals

Track every deal with intuitive dashboards that measure performance and keep teams focused on the right opportunities.

Product
  • Pricing
  • Integrations
  • Features
  • Updates
  • Security
  • HIPAA
Use cases
  • Proposals
  • eSignatures
  • Quotes
  • Contracts
  • Payments
  • Forms
  • Notary
  • API
  • CPQ
  • Deal Rooms
  • All use cases
Resources
  • Help center
  • Templates
  • Blog
  • Electronic signature law
  • How to guides
  • Developer center
  • System status
  • Onboarding services
  • Partner Directory
  • Recipes
  • AI Skills Lab
Compare
  • vs DocuSign
  • vs Dropbox Sign
  • vs Adobe Sign
  • vs Proposify
  • vs Docsend
  • All alternatives
Company
  • About us
  • Culture
  • Careers
  • Stand with Ukraine
  • Become a partner
  • Press
  • Contact us
  • Marketing Preferences

© 2026 PandaDoc Inc. All rights reserved.

Privacy Notice
    Legal
        Accessibility Statement
          Do Not Sell My Personal Information
            AI Information

              Better sales management with PandaDoc

              Give sales teams the clarity and confidence needed to connect with customers and push every deal toward a successful close.

              apps-hubspot-d1d256cd77

              Create documents from CRM data

              Pull account, contact, deal, and quote information directly from your CRM into PandaDoc. By using variables and smart content inside when building templates in the PandaDoc editor, teams can generate polished sales documentation in minutes.

              crm-data-import-3fecc159a5

              Build quotes automatically

              Transfer product details directly from your CRM into PandaDoc pricing tables and quote builders without the need for manual data entry. Automate calculations, apply discounts, and standardize pricing so that quotes are accurate.

              Quoting software
              one-place-storage-590x397

              Stay ahead with smart follow-ups

              Built-in dashboards make it easy to monitor deal progress so that no opportunity gets lost. Teams can also automatically track document status with real-time alerts for opens, views, signatures, and payments.

              salesforce-activity-01ff0303f0

              Forecast sales with accuracy

              Use dashboards and CRM-synced reporting to project revenue, track deal progress, and spot growing trends. Two-way integrations and data syncing with CRMs like HubSpot and Salesforce make sure that forecasts are always up to date.

              Api Esign

              Automate your sales process with PandaDoc API

              Expand the power of your sales stack with custom automations that generate, send, and track documents inside your existing tools.

              Build professional, error-free documents

              Upcoming Payment

              Professional proposal and quotes

              Generate polished, on-brand proposals and quotes in minutes with built-in document creation, e-signing, and payment collection tools.

              Custom Branding

              Engage leads with customizable templates

              Create templates for email attachments, product one-pagers, company overviews, and capabilities that can be generated and personalized on demand.

              Security Signature

              Simplified contract compliance

              Use templates, required fields, and approval workflows to create MSAs, terms and conditions, and NDAs that meet your compliance standards, reduce risk, and keep your business safe.

              See why sales teams love PandaDoc

              Companies big and small use PandaDoc every day to simplify document creation, speed up approval processes, and close deals with confidence.

              See all customer stories
              • Badge 1
              • Badge 2
              • Badge 3
              • Badge 4
              • Badge 5
              • Badge 6
              • Badge 7
              • Badge 8
              • Badge 9
              • Badge 10
              • Badge 11
              • Badge 12
              • improved close rates and cut proposal creation time in half

                50%

                improved close rates and cut proposal creation time in half

              • Nomad’s slashed customer acquisition costs by 20%
                Nomad’s slashed customer acquisition costs by 20%

                Nomad’s slashed customer acquisition costs by 20%

              • We’re saving 3,000 hours annually and we’re three times more efficient.

                We’re saving 3,000 hours annually and we’re three times more efficient.

              Smart document solutions for every team

              • Sales and Revops

                Win deals faster and with less admin

                Eliminate busywork from your sales process. Use approved templates and CRM-integrated data to quickly create polished proposals, quotes, and other key sales documents without manually re-keying data.

                Learn more
                Sales

              • Marketing

                Customize marketing materials based on data

                PandaDoc reporting and management tools allow marketers to see which documents have the highest usage and performance rates, making it easier to create new documents that build upon existing success.

                Learn more
                Marketing

              • Finance

                Financial clarity for every deal

                Accurate numbers build buyer confidence. With PandaDoc, teams can automate calculations, standardize pricing, and flag unusual deals for review using custom approval workflows.

                Learn more
                Finance

              • Legal

                Better compliance without slowing sales

                Inside PandaDoc, legal teams can leverage structured templates, pre-approved language, and approval tools to make sure that contracts are accurate and compliant without adding friction.

                Learn more
                Legal

              • Agencies

                Impress clients without extra effort

                PandaDoc gives freelancers and small businesses ready-to-use templates, fast e-signatures, and the tracking tools necessary to create professional documents and a seamless client experience.

                Agency Service Provider

              • Freelancers

                Impress clients without extra effort

                PandaDoc gives freelancers and small businesses ready-to-use templates, fast e-signatures, and the tracking tools necessary to create professional documents and a seamless client experience.

                Freelancer Consultant

              Learning Resources

              Link: Learn more
              Sales Enablement And Sales Operations

              Sales enablement vs sales operations

              Learn more
              Link: Learn more
              overview-reporting-tools@2x

              Automated reports

              Learn more
              Sales Report

              How to write a monthly sales report to improve sales performance

              Learn more

              Frequently asked questions

              • Sales management software centralizes the tools and data that teams need to efficiently move deals forward. Typically, this type of software also includes automation and reporting tools that can provide deeper insights into buyer behavior.

                By automating repetitive tasks like data entry, follow-up reminders, and lead scoring, reps can focus on spending more time with buyers and improving the customer relationship. Similarly, features like real-time pipeline visibility allow reps track to deal progress and can help managers more easily spot at-risk deals.

                These capabilities are built into PandaDoc as part of the document process, so every proposal, contract, and quote can be built, sent, and tracked without delay.

              • The most effective platforms combine tracking, automation, and analytics into a single platform.

                Look for lead tracking with enriched data, automated content creation, approval routing, and timely follow-up prompts. AI-driven forecasting that can help prioritize promising opportunities can also be a good fit, and dashboards can provide performance snapshots of both individuals and teams.

                With PandaDoc, these capabilities are combined with electronic signatures, interactive pricing tables, and a broad selection of integrations so that teams can build stunning documents with great tools and minimal effort.

              • PandaDoc offers AI solutions that can assist with various aspects of document creation while a CRM like Salesforce uses similar tools to personalize customer interactions and provide data-driven insights into buyer behavior.

                Under the right circumstances, both AI models are useful. With the appropriate integrations and syncing, savvy teams can even make the best of both platforms and options.

              • Not usually. Modern cloud-based platforms are designed for rapid deployment.

                Integrations with popular CRMs and sales tools can fold existing data flows directly into the new system, further reducing setup time. When combined with pre-built templates and an intuitive interface, teams can start work immediately without excessive onboarding or elongated training cycles.

                PandaDoc is a great example of this. Our drag-and-drop document builder is functionally similar to a drag-and-drop website builder and a word processor like Microsoft Word. It’s easy to pick up for casual users, and sales reps can start working with the platform to deploy documents in a matter of minutes. At the same time, our builder offers deeper controls and granularity for power users like marketers or developers.

              • In sales management software, “success” is often measured through a combination of quantitative and qualitative metric, including any of the following:

                • Average sales cycle length

                • Close rate percentage

                • Pipeline volume over time

                • Number of deals won

                • Total revenue from closed deals

                With PandaDoc, teams can review performance dashboards to see which documents are converting best, which reps are meeting or exceeding target goals, and how engagement patterns change over time. This data makes it easier for leaders to identify trends, replicate top performer habits, and refine sales strategies for better long-term outcomes.

              • Yes. PandaDoc offers integrations with leading CRMs like Salesforce, HubSpot, and Pipedrive.

                When deployed, teams can automatically sync customer and opportunity data with sales documents and pass completed documents back to the CRM in real time.

                The result is a single source of truth for your sales process and less time spent switching between systems. Especially with PandaDoc’s two-way data syncing for Salesforce and HubSpot, it’s possible for users to generate and send documents without ever leaving the CRM platform.

              What is sales management software?

              Sales management software helps teams organize, track, and optimize every aspect of the sales process, from lead capture all the way to closing deals. Typically, this is done by connecting the tools, data, and processes that teams use into a single, unified system that moves every opportunity forward with minimal friction or delay.

              PandaDoc streamlines the sales process with automated document generation, electronic signatures, real-time tracking, two-way CRM integrations, and similar features. That way, the sales flow remains fast and efficient through the entire lifecycle, lead tracking improves, and sales teams can close more deals — and engage with more customers — with less manual effort.

              SALES MANAGEMENT SOFTWARE

              Supercharge your sales
              performance and
              drive revenue growth.

              PandaDoc makes it easier to build, send, and track documents from a single platform while speeding up the sales process and giving teams more time to focus on winning business.

              Request a demo
              Start free 14-day trial

              No credit card required

              The Best
              Document Management

              Trusted by 68,000+ businesses worldwide to simplify sales and close deals faster

              Bonusly
              SGS
              Bosch
              Konika Minolta
              Rakuten
              TomTom
              HP
              Sylvan Learning
              U-Haul
              Lead Forensics
              Sysco
              Peer logo S3
              April Fleming

              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.

              Read full story
              April Fleming

              April Fleming

              Revenue Operations Analyst at Wizehire

              Peer logo S3

              25%

              more documents sent per month

              46x

              faster to get a signature compared to Docusign

              95%

              reduction in time spent creating documents

              Link: Learn more

              Better sales flow management with PandaDoc

              Get personalized 1:1 demo with our product specialist.

              • Tailored to your needs

              • Answers all your questions

              • No commitment to buy

              Chili Piper

              ChiliPiper increased their close rate by 28% after implementing PandaDoc.

              Schedule your free live demo

              1. 1Fill out the form
              2. 2Book a time slot
              3. 3Attend a demo

              By submitting this form, I agree that the Terms of Service and Privacy Notice will govern the use of services I receive and personal data I provide respectively.