PandaDoc helps your team create, send, track, sign, and store documents better, regardless of your current tools. To improve your document processes, we provide easy integrations with all major CRMs and cloud storage platforms.
With PandaDoc’s drag-and-drop interface, you can easily build detailed, accurate documents that are both secure and compliant. PandaDoc lets you automate document completion with your product and opportunity data, personalize the look and feel, and add sales assets.
PandaDoc’s built-in CRM integrations and CPQ functionality make quoting more efficient. Your CRM will automatically populate quotes and proposals with product and pricing details. Let prospects interactively choose items and quantities to get a personalized price.
With the PandaDoc app, we can have MSAs ready in a matter of minutes. The sales team is less stressed, and the delivery team is more confident in their work. It’s a game changer.
Integrations
Embedded integrations
Document creation and unlimited templates
User-friendly interface with extensive template library, custom branding, andintegrated drag-and-drop document creation/editing tools.
Customizable fields and forms
Advanced drag-and-drop fields, conditional logic, calculated fields, and dynamic content
Collaboration tools
Real-time collaboration
Support for complex documents
Payment collection
Built-in
Cost and margin calculation
Team workspaces
API and developer tools
Extensive, highly customizable open API with detailed documentation and sandbox environments.
Workflow automation
Advanced automation for approvals, notifications, and reminders with integrations (Slack, Zapier, etc.).
Security and compliance
SOC 2 Type II, GDPR, HIPAA compliance, secure storage, and legally binding eSignatures.
Template embedding
CPQ
Generate error-free quotes tailored to every buyer with two way sync with HubSpot and Salesforce.
PandaDoc helps your team create, send, track, sign, and store documents more efficiently, complementing your existing tools. We offer seamless integrations with every leading CRM and cloud storage solution so that you can enjoy a better document process.
The PandaDoc document builder’s drag-and-drop interface makes it easy to create accurate, detailed, and customized documents without sacrificing security or compliance. PandaDoc lets you automate document population with product and opportunity data, customize layouts and themes, and embed sales content, collateral, and media.
Quoting is more efficient with PandaDoc thanks to our built-in CRM integrations and CPQ functionality. Product and pricing information automatically transfers into quotes and proposals from your CRM. Let prospects interactively choose items and quantities to suit their needs.
PandaDoc provides sales reps and managers with the analytics they need for accurate forecasting and faster deal closing. Every proposal and contract's status within your pipeline will be visible to you in real time. Our data shows exactly when prospects open, view, and interact with the documents you send.
Skip the hassle of traditional document programs and build custom-branded templates with our user-friendly document builder. Upload your existing PDF forms to PandaDoc and create e-signature-ready templates in minutes.
Bring sales and marketing tightly together with the PandaDoc content library. Your marketing team can upload your entire library of collateral and media to your PandaDoc library, and sales can access and embed it inside any document they create.
Switching to PandaDoc is pain-free thanks to our simple onboarding process. Document template and user migration is simple, allowing most companies to start sending documents via PandaDoc in a matter of days.
Teams are more effective when they work together. That’s why we designed PandaDoc to embrace collaboration, with private and public communications built into every document. When you use PandaDoc to support your document process, you’ll enhance your ability to collaborate, communicate, and negotiate.
PandaDoc subscriptions provide an unlimited number of legally binding electronic signatures compliant with eSign. Anyone can easily review and sign documents using any computer, smartphone, or tablet.
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Tailored to your needs
Answers all your questions
No commitment to buy
PandaDoc offers tiered pricing plans starting at $19 per user per month for the Starter plan, $49 for the Business plan, and custom pricing for the Enterprise plan. These plans include features like unlimited eSignatures, CRM integrations, and advanced workflow automation.
Quotient’s pricing starts at $28 per user per month, and raises to $48 for a team of 2-5 members. While Quotient is tailored for small businesses and freelancers needing a basic quoting system, PandaDoc delivers a more comprehensive suite for document creation, contract management, and advanced sales tools.
PandaDoc provides an all-in-one document management and sales enablement platform with features like guided selling, advanced document workflows, and extensive CRM integrations. It’s ideal for businesses looking to scale sales operations and automate time-consuming processes.
Quotient specializes in user-friendly quoting with a focus on ease of use, customizable templates, and client interaction, making it a strong choice for small businesses. PandaDoc offers more versatility with its content library, analytics, and native eSignature capabilities.
Yes, PandaDoc integrates with a wide range of business tools. From CRMs like Salesforce, HubSpot, and Pipedrive to payment platforms like Stripe and QuickBooks, PandaDoc connects with the tools you already use. You can also integrate with collaboration tools like Google Drive, Slack, and Zapier, making it easy to manage documents and automate tasks across your tech stack. For businesses with unique needs, PandaDoc offers a developer-friendly API to create custom integrations.
