PandaDoc

PandaDoc is a document automation platform that streamlines creating, sending, and tracking sales documents, contracts, and proposals.

The platform offers various features to simplify the document creation process, including customizable templates, drag-and-drop editors, and e-signature functionality.

To get started, create a document from scratch or use one of the platform's customizable templates. You can then add your branding, images, and content to create a professional-looking document tailored to your needs.

Once the document is ready, you can send it to your prospects directly from the platform, eliminating the need for back-and-forth emails and attachments. Plus, with the e-signature functionality, you can sign documents electronically and get clients to sign quickly as well.

PandaDoc offers a centralized Document Repository to store and access frequently used content, such as pricing tables, product descriptions, and terms and conditions. It saves you time and ensures consistency across all documents.

Collaborate on documents in real-time. Team members or clients can hop into documents, leave comments and suggestions, and more. It makes it easy for teams to work together on proposals, contracts, and other documents.

PandaDoc's conditional content feature allows you to show or hide content based on certain conditions, such as the client's location, industry, or any other criteria. This also makes it easy to create personalized proposals and contracts tailored to each client.

Track document activity in real-time. Thanks to the Audit Trail feature, you can see when your documents are opened, viewed, and signed, enabling you to follow up with your clients at the right time and close deals faster.

Use Workflow Automation to streamline document creation, approvals, negotiation, and signing in faster times. Users can create custom workflows, set reminders, and automate document approvals and reviews.

With Approval Workflows, you can set up a series of approvals for your documents, ensuring that all stakeholders have reviewed and approved the document before it's sent to the client. This feature can help you maintain compliance and avoid legal disputes.

PandaDoc also integrates with payment processors like Stripe and PayPal. This allows you to accept payments directly from your documents. Doing so eliminates the need for separate payment processing tools, further streamlining your process.

Key features

• Store, organize, and find agreements in one convenient location
• A vast library of pre-designed templates
• Integrate a payment tool into your document
• Automate document reviewing processes
• Add your branding to your documents
• Keep track of your document and editing history with an audit trail
• Real-time document tracking and reporting
• Collaborate on documents with real-time co-authoring
• Real-time email and app notifications