Sales Proposal Software
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.
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Why PandaDoc?
Here’s exactly what sales proposal software will do for you
Fully customizable online proposals
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.
Automate time-consuming sales processes
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.
Streamline sales processes with software integrations
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.
Give sales enablement the tool they need
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.
Quickly implement and onboard your sales team
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.
Comprehensive real-time analytics and reporting
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.
Built to integrate with all
your favorite tools
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