Product catalog
Guided selling
Custom branding
Pricing tables
Content library
Templates & content library
Document analytics
Approval workflows
Buyer-seller shared document storage
Subscription management
Drag-and-drop document editor
Mobile app
Custom user roles
Payment capture
24/7/365 support
Tired of high costs and convoluted service plans? PandaDoc offers a user-friendly document creation and CPQ solution for businesses of all sizes. Give your sales team the tools they need to automate sales processes and close deals at lightning speed.
Handle all document management tasks in one place. Build custom documents with a real-time, drag-and-drop editor. Use automation to create advanced quotes, contracts, and sales proposals. Negotiate and collaborate with customers in virtual deal rooms. Close deals with instantaneous, secure e-signatures.
Combine live document editing, template deployment, and CPQ tools to generate custom-fit sales docs. Team members can start from a predefined template, use CPQ processes to build custom quotes, and format documents to fit business needs — all inside a collaborative, shared workspace.
Connect your tech stack to your document process. PandaDoc supports 30+ ready-to-use integrations with the most popular CRM systems, payment, and file sharing apps. Looking for something more customizable? Enterprise teams can connect and configure using developer APIs, SDKs, and webhooks.
Manage contracts when and how they need to be managed. Use notifications, expiry reminders, audit trails, and other tools to handle every aspect of contract lifecycle management. Review contracts before they expire and queue them for renewal. Minimize CLM headaches with essential admin tools for every sales document.
Great teams need great tools, and PandaDoc delivers. The PandaDoc platform is a word processor, an e-signing tool, a contract management software, and more rolled into a single, easy-to-deploy, cloud-based application. Equip your sales reps with flexible document creation, collaborative workspaces, and automation solutions that help them sell better and faster than ever before.
Like DealHub, PandaDoc provides powerful CPQ tools for improved customization and granularity during the quoting process. No matter how complex your inventory, our product library and customization process can help teams create custom quotes in record time. On top of that, PandaDoc also offers a drag-and-drop document builder. Customize your documents so that they feel as personal as your custom quotes!
The PandaDoc content library allows teams to save anything from line-by-line text snippets to full-blown document templates for fast and easy reuse. Teams can even create and manage custom content libraries within dedicated team workspaces so that the most relevant content collateral is front and center for the right team.
DealHub can assist with payment processing, but only for automated payment scheduling. With PandaDoc, teams can capture both one-time and recurring charges on an as-needed basis. Create proposals, forms, and other sales collateral that make the most sense for your business model, and collect payments accordingly via Stripe and other onboard payment gateways.
Similar to DealHub, PandaDoc offers audit trails, document analytics, deal rooms, and workspaces designed for interactive collaboration between buyers and sellers. Small businesses and teams that excel at face-to-face interactions can leverage these tools to build rapport, earn trust, and work together with customers to build incredible deals.
PandaDoc offers a seamless experience both on- and off-platform. Is Microsoft Word essential to your workflow? Do you need to integrate with a specific accounting tool like Quickbooks? Use PandaDoc to bridge gaps in your document process while eliminating single-use applications like DocuSign or Proposify.
68,000+ customers use PandaDoc each day to build a better document process.
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