Increase the speed and accuracy of your deals. Create, collaborate, manage, and e-sign contracts inside a single platform. No switching apps. No wasted time.
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As an Ops professional, trusting the tech you bring into a business is everything. It needs to work, scale, and actually deliver results — and PandaDoc has done that on all fronts. If you’re looking for a solution that’s not just software, but a true partnership, you won’t find anything better than PandaDoc.
Allie Blech
Director of Operations at KarmaCheck
Contract management software helps businesses create, manage, and track contracts through every stage of their lifecycle.
Typically, a contracting process is broken into six stages: drafting, negotiation, approval, signing, storage, and renewals.
Depending on the software you use, each stage can be split into a separate module or workflow while some stages — like e-signing — may be outsourced to third-party services. Unfortunately, these disjointed processes generate confusion and frustration for users who want to close deals quickly.
PandaDoc eliminates these headaches by centralizing all contract processes into a single platform. Documents can be created in a fraction of the time either from using our content gallery or from uploading an existing template and modifying it with our built-in editor. Collaborative workspaces and deal rooms make negotiations an interactive process. Contracts are signed using on-platform, legally binding e-signatures.
Plus, because PandaDoc provides two-way integrations with leading CRMs, all stages of the contract management process are kept in one place. Workflow automation is fast, easy, and highly effective. With PandaDoc, managing contracts is a breeze.
Approvals happen faster when everything is in one place. Accelerate deals with shared templates, instant collaboration, automatic reminders, and more.
Know exactly when a contract is opened, viewed, or signed. Get instant updates, and use that information to keep deals on track with well-timed follow-ups.
Route contracts to the right person with preset approval paths. Cut down on manual tasks and reduce bottlenecks with automation customized to your sales cycle.
Standardize terms, auto-fill key details, and reduce overall risk by keeping everything connected on a single platform.
Automating key aspects of your contract lifecycle saves time, money, and effort. PandaDoc helps teams minimize mistakes and drive for faster deals.
With PandaDoc, you’ll have everything you need for fast edits, real-time collaboration, and frictionless contract management.
Expedite contract creation with built-in collaboration tools. Because you don’t need to leave the PandaDoc platform to share your documents, teams can review, edit, and comment on a document in real time alongside external stakeholders. Negotiations can happen directly inside a document, eliminating the need for external correspondence such as email. PandaDoc keeps teams aligned while offering a seamless and transparent experience for everyone involved.
Expedite contract creation with built-in collaboration tools. Because you don’t need to leave the PandaDoc platform to share your documents, teams can review, edit, and comment on a document in real time alongside external stakeholders. Negotiations can happen directly inside a document, eliminating the need for external correspondence such as email. PandaDoc keeps teams aligned while offering a seamless and transparent experience for everyone involved.
Generate polished, professional-looking contracts in minutes using the PandaDoc drag-and-drop editor. Add or rearrange text, multimedia images, pricing tables, and other blocks in a live, no-code environment without relying on design or IT. Control every element of the document, from font sizing to brand colors and layout. Kickstart your document process with a library of pre-built templates, or create your own, unique templates from finished contracts.
Assign role-based permissions to control who can view, edit, change, approve, or send contracts to external partners. By customizing access at every stage of the document workflow, teams can keep processes secure, compliant, and efficient. Use these settings to protect document layouts, to prevent changes to pre-approved legal language, and to prevent misquotes via automated approval rules.
Accelerate sign-offs and close deals using legally binding electronic signatures. For multiple signers, set a signing order, send documents to the first recipient, and let PandaDoc handle the rest.
Stay compliant with standardized language, audit trails, and secure storage solutions. PandaDoc reduces legal risk while making sure that every contract is securely stored and easy to find.
Get contracts out the door faster with a streamlined process that makes it easy to draft, approve, sign, and track documents.
Start from scratch or upload an existing file to the PandaDoc editor. Microsoft Word (.docx) documents are fully editable from within PandaDoc and can be converted to a template for future use.
Add text, unique formatting blocks, live media, and more to build eye-catching documents. Keep teams aligned with automated approval routing and permission controls.
Keep track of all your contracts in one convenient location. Send contracts for electronic signature and track progress in real time. Reps will receive notifications when documents are opened, viewed, and signed.
Connect PandaDoc to CRMs like Salesforce, HubSpot, Pipedrive, and others to auto-fill proposal data and avoid manual errors.
Sales and RevOps
Sales teams use PandaDoc to build contracts in seconds using pre-approved templates and CRM integrations. Automate approvals, track activity in real time, and collect signatures quickly to push deals over the finish line without delays or escalations.
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Yes. With PandaDoc, teams can create flexible templates with dynamic content blocks and conditional logic. You can tailor terms based on department, location, industry, or deal time while maintaining consistency and compliance.
For regional teams or departments, PandaDoc workspaces can help to further contain documents within a given space. Each workspace is a unique environment, meaning that documents, templates, catalog items, contracts, and other tools within one workspace won’t conflict with files in another workspace. This solution allows teams to operate autonomously and without tripping over one another.
Definitely. PandaDoc offers enterprise-grade security features, including encrypted data storage, audit trails, recipient verification, and legally binding e-signatures that comply with both U.S. and international regulations.
For contracts that require a higher level of scrutiny, PandaDoc also supports advanced identity verification protocols, including SMS, KBA, and direct ID challenges. When activated, users will need to validate their identity before accessing and signing a document.
Tracking is split across various tools within the PandaDoc workspace.
Audit trails are attached to every document and give a complete history of document activity. This includes when documents were created, sent, viewed, and signed.
Separately, each document has a version history, so it’s easy to see any edits or changes that were made before a document was sent. Meanwhile, notifications can also be configured to alert users when a contract is opened, viewed, or signed.
You can. PandaDoc integrates with major CRMs like Salesforce, HubSpot, Pipedrive, and others.
We also connect natively with tools like Slack, Google Drive, Stripe, and other popular apps. Use these connectivity options to integrate your document workflow with the rest of your tech stack.
Once signed, a copy of the contract is emailed to each signer, and the document is stored in your PandaDoc workspace. You can search, sort, tag, and manage documents easily for future reference.
