Document Software for Marketers
Maintain marketing control with easy-to-use, hyper-personalized sales documents. - whether you are already using PandaDoc or you're not sure where to start, we've got you covered.
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The quoting process shouldn’t slow you down. PandaDoc automates quote creation so reps can finally focus on closing deals.
Templates — create proposals, quotes, forms, contracts, and more. Customize with the built-in editor or create your own.
Integrations — works with your tools, including major CRM and productivity suites, plus an open API.
Compliant — lock legal content to prevent errors. Add a library of pre-approved contracts and clauses.
Your PandaDoc templates can include fields called variables that can be filled with unique details like names, dates, and company info that change with every new deal.
Filling these in by hand can be time-consuming, but PandaDoc can also link to your CRM and other third-party tools to autofill these variables with accurate information in just a few clicks.
Quotes shouldn’t be one-size-fits-all. With PandaDoc, RevOps can build quote templates with smart content that automatically adjusts based on deal size, location, or customer type.
This helps sales reps send relevant, personalized quotes without manually editing every proposal by hand, saving time and improving engagement.
With PandaDoc, reps can use onboard product catalogs to import items into pricing tables that help customers better understand quantities and itemized cost breakdowns.
For businesses with robust product catalogs and advanced quoting needs, PandaDoc CPQ can help teams create custom product bundles, set up volume-based pricing, and more.
PandaDoc Rooms provides a partitioned digital space where customers can ask sales reps questions, leave comments, request changes, and review updates in real time.
By keeping everyone aligned in a shared space, you can finally stop sending emails back and forth, speed up negotiations, and reach a consensus for closed won faster.
Every quote created in PandaDoc is stored automatically in a secure repository, so quotes, proposals, and agreements are always easy to organize and access.
This storage also has search and filtering features, so reps can refer to key documents as relationships move through every critical stage of the sales lifecycle.
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Combine multiple PDFs into a single document without compromising quality.
Divide large documents into smaller files for easy sharing and editing.
Reduce the size of large PDF files in minutes without losing the original resolution of the contents.
Use the best PDF conversion software to convert your text-based documents into PDF files, and vice versa. You can also convert images to PDF in one click
Create your own legally-binding eSignatures to contracts, proposals, quotes, agreements, and client forms. Share the eSigned document with authorized recipients.
Modify files with the ability to insert text into the files along with images and more with the best app to edit PDF documents .
Connect PandaDoc to CRMs like Salesforce, HubSpot, Pipedrive, and others to auto-fill proposal data and avoid manual input errors.
Emily Ciavolino
Director of Sales at Bonusly
75%
less time to get a document out
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