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ui-Cards Brand Tabs

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Sales documents that work as fast as you do

Accelerate sales with end-to-end deal automation, powerful integrations, payment options and so much more.

Deliver polished, customized quotes

PandaDoc’s drag-and-drop editor makes it simple to create, brand, and store quote templates, so they’re endlessly repeatable and easy to generate.
Each template can be built with fields that pull customer data directly from your CRM and smart content that adjusts automatically (based on location, customer type, etc.), so customization takes just a few clicks.

Document generation
Document Generation

Make negotiations and approvals easier

Accelerate your internal approval process by routing documents directly to stakeholders. Conditional approvals can even trigger when specific conditions are met, like for large deals or specific legal terms.
Once quotes are approved and sent, reps and customers can use commenting and redlining tools to make negotiations seamless and deals finalized ASAP.

Workflow automation
Workflow Automation

Track interactions in real time

Know exactly when prospects engage with your documents. Get instant alerts when documents are viewed, or when users add comments and sign deals.
With PandaDoc, reps can see a page-by-page breakdown of where prospects spend their time. Sales teams can use these insights to follow up at the perfect moment, address objectives proactively, and keep deals moving forward.

Document tracking
Track Real Time Interactions

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.

Capture Signatures

Get paid right when deals close

Accelerate Get paid fast by letting customers pay the way they prefer: online, directly from their quote. Embed trusted payment options like PayPal and Stripe directly in quotes to keep revenue predictable.

Payment

Sales documents that work as fast as you do

Accelerate sales with end-to-end deal automation, powerful integrations, payment options and so much more.

Deliver polished, customized quotes

PandaDoc’s drag-and-drop editor makes it simple to create, brand, and store quote templates, so they’re endlessly repeatable and easy to generate.
Each template can be built with fields that pull customer data directly from your CRM and smart content that adjusts automatically (based on location, customer type, etc.), so customization takes just a few clicks.

Document Generation

Sales documents that work as fast as you do

Accelerate sales with end-to-end deal automation, powerful integrations, payment options and so much more.

Deliver polished, customized quotes

PandaDoc’s drag-and-drop editor makes it simple to create, brand, and store quote templates, so they’re endlessly repeatable and easy to generate.
Each template can be built with fields that pull customer data directly from your CRM and smart content that adjusts automatically (based on location, customer type, etc.), so customization takes just a few clicks.

Document Generation

ui-Cards Brand

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ui-Cards Brand, Title style – H2 (left aligned)

ui-Cards Brand, Title style – H1 (left aligned)

Cards

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Text-style, Brand Icon, Title-style H5

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Title H5 default

Title H5 default

Tagline Link

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Button
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Color (cathcy) + Background color

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Text-style, Badges

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ui-Cards

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ui-Cards

Style: Default (Text), Icon Style: Default (Brand icon), Title Style: Default (h4), Columns: Default (3), Container: Default

Title

Tagline linkbold

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ui-Cards

Style: Color , Icon Style: Badges, Title Style: H5, Columns: 4, Container: Wide

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ui-Cards

Style: Color , Icon Style: Badges, Title Style: H5, Columns: 4, Container: Wide

Cards – Cover

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ui-Solutions – Rich

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Team

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Title

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Mikita Mikado

Mikita Mikado

CEO

Sergey Barysiuk

Sergey Barysiuk

CTO

Keith Rabkin

Keith Rabkin

CRO

Richard Bray

Richard Bray

CFO

ui-Chapter Cards

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Chapter cards

Tagline any text may be bold or link.

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Chapter 1
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Access Rights
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Pill
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Chapter 1
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Access Rights
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Microapps

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Microapps

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Content page connected with Related Library posts.

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Resources

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Case Studies

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Library

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Templates

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Amendment To Operating Agreement

Amendment To Operating Agreement

Easily adapt your LLC to changes with our comprehensive amendment to operating agreement template. Ensure proper modifications and legal compliance.

Manager Managed LLC Operating Agreement

Manager Managed LLC Operating Agreement

Utilize our manager-managed LLC operating agreement template, which covers all essential elements from organization to dissolution and ensures compliance with regulations.

Lease to Purchase Agreement Template

Lease to Purchase Agreement Template

A residential lease to purchase agreement template is the ideal contract if you want to rent a property with the option to buy it at the end of your term.

SLA Cloud Computing Template

SLA Cloud Computing Template

Employ this SLA Cloud Computing template when formalizing the terms and expectations between a cloud service provider and a client.