PandaDoc

An unbelievably simple document experience!

PandaDoc empowers fast moving teams with the ability to take control of their document process while providing a more personalized business interaction.

Key Benefits

• Create Documents in No time: create stunning proposals, interactive quotes, or contracts in minutes with our drag & drop editor and one-click uploads

• Collect eSignatures with every plan: automate signing flows and provide a flawless customer experience for accepting a proposal or signing a contract on any device 

•  Simplify approvals and negotiations: Enable painless collaboration with internal and external reviewers with approval flows, redlining, version tracking and commenting

• Respond lightning-fast: create proposals and quotes with customizable templates allowing for on-brand styles, themes and personalization options 

• Make customization easy: customize your document in a few clicks by pulling data from your CRM, then add legal clauses or marketing approved collateral from the content library

• Keep docs moving forward: get easy access to all documents in a single location and enable reminders to follow up on pending approval, singing or payment requests

• Make every document personal: provide a personal buying experience for every customers with templates and data merge from their CRM 

• Get used to receiving compliments: find some inspiration in the free library of professionally designed templates or add custom templates  

• Interactive experience: create an interactive customer experience by adding optional pricing, videos, links comments and continue a live conversation with your customers

• Track customer engagement: stop wondering whether your recipients viewed the document you sent or not, and understand their engagement level 

• Take action with real-time alerts: instant email and mobile app notifications tell you when your doc was opened, viewed and signed or when it's time to renew the agreement 

• See what's working: refined the best performing content by tracking templates and content library usage details