Templates
Pull data from salesforce objects
Notifications
Knowledge base
Upload PDFs
Custom pricing tables
Content library
Online document editor
Upload non-PDF docs
Custom workflows
Online collaboration
PandaDoc leverages a tight integration with Salesforce to automatically populate documents with data from contacts, opportunities, and contacts, just like Drawloop. Unlike Drawloop, PandaDoc supports deep document customization with a drag and drop document editorthat allows users to add custom content, collateral, and media before sending documents to prospects.
We’re proud to offer one of the most responsive support teams in the industry, with custom options that fit any size team or budget. When you switch to PandaDoc from Drawloop, you’ll enjoy a support team that’s ready to help via chat or email at a moment’s notice.
Electronic signatures are a key way to speed up your sales cycle, and we’re proud to offer them without limits to every PandaDoc customer. You can send any document for eSignature right from Salesforce, and you won’t have to spend a dime beyond your PandaDoc subscription to do it.
Want to forecast more accurately? You’ll love using the PandaDoc dashboard to see where every sales document your sales team sends is at in the sales process in real-time. Sales reps use PandaDoc analytics to see who views their documents, when they view them, and how long recipients spend on each page. These key data points fuel sales reps by giving them the knowledge they need to follow-up and close deals effectively.
Toss out your word processor. Our drag and drop interface makes creating stunning proposals and accurate contracts faster than ever without sacrificing flexibility. You’ll be able to customize layouts, add text and headers, include collateral, and embed media in documents without ever leaving Salesforce.
In addition to our seamless integration with Salesforce, we’ve integrated PandaDoc with more than two dozen of today’s most popular business software tools. Leverage your new digital document solution inside the tools you use every day to improve how you send, track, and sign business documents.
We believe that PandaDoc should be flexible enough to support any company’s document processes while offering the power to improve how you work. That’s why every PandaDoc customer has access to our custom workflows. Custom workflows streamline collaboration, review, approvals, negotiation, and selling.
Need to work with sales support, company leadership, or other stakeholders when creating a proposal or contract? Switch from Drawloop to PandaDoc and take advantage of our built-in communication features that make it easy to collaborate on the documents you’re creating. PandaDoc allows prospects to ask questions and provide feedback without cluttering up your inbox.
PandaDoc transfers product details and pricing from your Salesforce product catalog to your quotes and proposals automatically, so you don’t have to waste time copying and pasting. PandaDoc also makes your quotes and proposals more flexible by allowing custom discounts, editable quantities, and optional line items inside pricing tables that prospects can choose their custom solution.
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Increase sales, eliminate errors, and boost efficiency across your entire organization. PandaDoc enables commercial insurance providers to quickly create fully-compliant proposals in a fraction of the time.
Create and send accurate proposals in a fraction of the time it usually takes. PandaDoc provides you with everything you need to streamline your workflow, save time, and boost your close rate.
Create new contracts and spend less time with our new automation software.
Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials.
