The PandaDoc Deal Acceleration Platform
PandaDoc is built around the stages that every deal goes through with flexibility to manage sales documents at a single stage or throughout the entire sales process.
Propose
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Professional looking proposals
Create proposals and quotes with customizable templates allowing for on-brand styles, themes, and personalization options
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Interactive quotes
Automate quote creation with product catalogs and dynamic pricing tables, allowing customers to choose the right option and pricing for them
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Personalized documents
Customize your proposal in a couple clicks by adding videos or testimonials right from your content library, and adding deal data from CRM
Close
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Online document builder
Create sell-side contracts in minutes with one-click upload or our signature drag-and-drop editor
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Negotiations
Enable legal and other teams to painlessly collaborate on contracts, make revisions, and keep track of all versions with redlining and commenting features
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eSignatures
Provide a flawless customer experience for accepting a proposal or signing a contract by allowing customers to sign for free on any device or even in person
Create documents faster
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Content and image library
Personalize your proposal in a couple clicks by dragging and dropping videos, testimonials, case studies, and more right from your content library
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Seamless integrations
Create and prepopulate your docs with customer and deal data without leaving your CRM or other sales tools thus reducing costly errors
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Unlimited templates
Pre-approved templates allow you to repurpose frequently used docs, saving you a ton of time
A process that scales
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Document tracking and notifications
Learn how your customer interacted with your proposal as soon as they view it. Real-time email notifications tell you when your doc was opened, viewed, and completed
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Advanced reporting
Take real-time action by tracking individual and team performance metrics and content usage details
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Approval workflows
Streamline internal communications by establishing approval roles, conditions, and approval order that align with your current document flows
