Deal oversight for RevOps teams
Track every quote,
all in one place
PandaDoc allows RevOps specialists to create guardrails for sellers, enforce compliance, and track the status of every deal in real time.
50,000+ customers deliver documents faster with PandaDoc
Cut down on sales admin
Manually managing quotes takes too long. With pre-built templates and in-house integrations, you can save time on every deal.
Close departmental data gaps
Siloed tools cause errors and delays. Sync documents, assets, and product details so teams can work with accurate information.
Eliminate approval bottlenecks
Slow approvals can push revenue into the next quarter. Automate routing and sign-offs so deals can move forward ASAP.
Bring accuracy and efficiency to every deal
Support sales with structured processes, unbeatable sync, and collaboration tools built to keep revenue on track.
Build faster, smarter quotes
Sales teams rely on accurate sales documentation, but spending hours on formatting and data entry makes hitting quotas harder.
With PandaDoc, RevOps teams can build structured templates with pre-approved content and branded elements. This ensures consistency while allowing reps to create stunning, error-free documents in just a few clicks.
Keep every price and listing accurate
Manually updating price and product details can delay deals and result in non-compliant quotes and escalations.
PandaDoc’s customizable product catalog can be a single source of truth for all your product descriptions, pricing, and discounts. That way, when reps pull product and pricing data into a quote, it’s accurate and consistent every time.
Access agreements from one place
Scattered contracts create confusion and risk, especially if terms need to be updated or renegotiated during renewals.
Teams using PandaDoc can store all agreements in one place, access version histories, grant granular access, and much more. And with real-time document tracking and page analytics, it’s easier than ever to stay in the loop.
Capture signatures, close deals fast
No more chasing down stakeholders. With PandaDoc, they can review and e-sign in one place, no third-party tools required. And every signature is secure and legally binding to keep deals moving fast.
Get paid right when deals close
With PandaDoc, sales teams can embed secure payment portals directly into quotes. This allows customers to sign and pay at the same time, avoiding delays and keeping your cash flow predictable.
Reduced proposal creation time by 92%
Learn moreGets signatures 46x faster vs. using Docusign
Learn moreSaves 120 hours per month with faster proposals
Learn moreIncreased close rate by 5% via improved CPQ
Learn moreDocument management, simplified
Ensure every quote is accurate and approved before it reaches customers. Standardize processes, connect data across teams, and eliminate delays in your sales cycle.
Built for better revenue operations
Automate document creation, enforce compliance, and track every stage of the sales process to drive predictable revenue.
Standardize your document creation
Quote errors and lead to delays and lost revenue. With PandaDoc, RevOps teams can create modular, structured templates from pre-approved language, pricing, and more.
Standardizing the way reps create quotes reduces the need for manual edits, speeds up approvals, and ensures that every deal that goes out the door aligns with company policies.
Make your content even smarter
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.
Track deals from proposal to close
Without visibility into deal analytics, it’s impossible to know what’s working. PandaDoc shows when prospects open, view, and engage with quotes for real-time sales insights.
Admins and sales leaders can use this data to refine strategies, forecast revenue more accurately, and keep processes moving forward.
Enable seamless collaboration
Closing deals can require input from multiple teams and stakeholders. RevOps teams can collaborate with others in a shared workspace via PandaDoc Rooms.
Prospective customers can also join, allowing for critical, real-time collaboration in a secure, digital deal room where documents, comments, and approvals all stay organized.
Make approvals fast and frictionless
Reps shouldn’t have to wait around for final sign-off on new deals. With PandaDoc, revenue teams can ensure deals are always reviewed by the right people exactly when they need to be.
Teams can even set up automatic routing for internal approvals, track progress in real time, and create clear next steps to keep deals in motion.
Turn any proposal into a point of sale
With PandaDoc, reps can embed secure payment options directly into quotes and invoices, allowing customers to review, sign, and submit payments all from the same document.
It’s a fast and easy way to maintain predictable revenue and move deals closer to completion without adding additional steps or delays.
"PandaDoc’s HubSpot integration is second to none in comparison to competitors. It allows us to get a lot of information from the CRM directly into PandaDoc."
92%
reduction in proposal creation time
20%
reduction in customer acquisition costs
25%
more documents sent per month
46x
faster to get a signature compared to Docusign
Built to integrate with all your favorite tools
Connect PandaDoc with your CRM, payment vendors, and productivity apps to streamline processes, eliminate manual tasks, and close deals faster than ever.
Build your go-to RevOps toolkit
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Frequently asked questions
Learn how PandaDoc supports sales teams with automation, integrations, and secure document management.
How does PandaDoc help RevOps teams improve efficiency?
With PandaDoc, RevOps teams gain access to a suite of automation tools that are usually spread across multiple platforms.
This includes from-scratch document creation, approval workflows, built-in digital signatures, and similar options.
By bringing these tools together onto a single platform, teams can focus more on improving revenue rather than managing tools, platforms, and paperwork.
Is PandaDoc suitable for enterprise-level revenue operations?
Definitely. PandaDoc supports enterprise teams by offering scalable document management, advanced security features, and deep integration with existing tech stacks.
Our platform includes customizable approval processes, version control, and role-based access, as well as compliance tools that help to ensure alignment between the various departments with a typical RevOps setup.
Using these features, enterprise teams can maintain control over high-volume document workflows and work to improve efficiency across all departments.
Can multiple teams collaborate on documents in real time?
Yes. PandaDoc enables seamless, real-time collaboration for sales, finance, and legal teams within its deal rooms and documents.
Teams can work together using shared workspaces and collaborative environments. The ability to utilize in-document commenting and real-time editing allows for faster approvals and fewer bottlenecks in the sales process.
Not only does this help to keep documents aligned with critical details like the latest pricing and contract terms, it also helps deals move faster while maintaining compliance, as well.
What payment methods can be included in PandaDoc documents?
With PandaDoc, businesses can embed secure payment options directly into sales documents, contracts, and invoices to expedite the closing process.
Accepted payments include credit and debit cards, ACH transfers, and transfers from digital wallets like PayPal. We also offer various payment processors, including Stripe and Authorize.Net.
Methods and integrations can be activated or deactivated based on your preferred methods of payment capture, and multiple payment options can be made available on a single document.
Does PandaDoc offer security for sensitive contracts?
Yes. PandaDoc provides enterprise-grade security to protect sensitive contracts and confidential business data.
We’re SOC 2 Type II certified and compliant with major legal frameworks like UETA/ESIGN and GDPR.
With a Business Associate Agreement (BAA), we can also act as a HIPAA-compliant solution when transmitting Protected Health Information.
Still need answers? Contact us