Productivity

PandaDoc | Take the work out of your document workflow

PandaDoc is an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage and sign digital documents including proposals, quotes, contracts, and more. PandaDoc empowers businesses and individuals to lead paperless, productive work lives.

Join 35,000+ companies streamlining how deals get done with PandaDoc. Give your team the ability to quickly create, send, and track docs within an approval system that works for everyone. Gain Opportunity insights to see what’s really happening after you hit ‘send’ with real-time reporting on engagement and activity on your documents.

Get your documents out the door fast to keep deals moving with automatic notifications, on-the-fly editing, and integrated eSignatures. Create stunning, effective documents with custom-designed themes, templates, and embedded rich media.

Automate document creation

Automate the creation of beautiful, on-brand, and legally-approved documents. Fast. Easy. Compliant.

  • Templates — create a library of proposals, quotes, forms, contracts, and more. Customize templates with the built-in editor or create your own.
  • Integrations — works with the tools you’re already using, including every major CRM and productivity suite. Plus an open API.
  • Compliant — lock legal content to prevent costly errors. Add a library of pre-approved contracts and clauses.

Collaborate with powerful workflows

Streamline document creation, approvals, negotiation, and signing. Get documents completed faster.

  • Roles — collaborate with anyone from in and outside your team or company with flexible roles and permissions.
  • Comments — comment and respond right in the document to resolve issues faster.
  • Approvals and Negotiations — enable painless collaboration with internal and external reviewers with approval workflows, and version tracking.

Sign documents electronically

Improve the speed and security of signing with a built-in electronic signature.

  • Mobile — make it easy for clients to sign docs whether they’re on their desktop or smartphone.
  • Security — keep documents secure with 256-bit encryption. HIPAA compliant. SOC 2 Type II certified.
  • Audit trail — get proof of who opened, viewed, and signed a document and when.

Track and analyze engagement

Get powerful real-time insights into what is happening with every document.

  • Track engagement — see who has opened, viewed, and signed. Learn who hasn’t engaged yet.
  • Real-time alerts — instant email and mobile app notifications tell you when someone is engaging.
  • Optimize — use the insights from analytics to learn what’s working, and improve your workflows.

 

Fair pricing to keep your business growing

PandaDoc offers a free eSign plan and 3 paid plans for eSigning and document automation. Plans start at $19 per user per month and include unlimited documents and eSignatures.

You can even jump-start your evaluation with a free 14-day trial. If you need more users, be sure to chat with PandaDoc’s sales team to find the best pricing solution for you and your business.

 

Get started with PandaDoc today!

CLICK HERE to Start a free 14-day trial or request a demo at PandaDoc

 

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