Create, store, and track every proposal, contract, quote, and invoices, in one place. Automatically surface the critical details that need attention most, turning your documents into actionable insights.
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A document repository is a centralized system for storing, managing, categorizing, and organizing electronic documents.
In addition to storage, document repositories offer a set of unique features, such as automation, real-time collaboration, version control, and user notifications. PandaDoc’s document repository also offers advanced document functions like electronic signature capture and automated document creation. A document repository is often referred to as a document management software (DMS).
Within PandaDoc, the document repository provides unlimited storage space for all the data stored within your workspace. Everything within your organizational repository is encrypted while on PandaDoc servers and always available for immediate access.
Smart data capture and AI document classification transform your documents into an intelligent database, so you know where to take action. Automatically extract 100+ critical details like dates, values, names, and more.
Ditch filing cabinets for cloud-based document storage. Import and manage legacy files alongside new, digital documents created with PandaDoc, so you have complete visibility across your entire portfolio.
Safeguard sensitive information with role-based permissions and audit trails. Access controls and collaboration tools foster safe partnership between team members and external stakeholders — all within PandaDoc’s secure environment.
Keep an eye on every document as it moves through its lifecycle. Version controls, audit trails, and recipient analytics tracking make it easy to see how documents are handled with reporting for accountability and compliance.
Find exactly what you need in seconds. Search and filter by key details, like document type, expiration dates, or terms. Save your most-used searches for instant reporting and make data-driven decisions across your entire library.
Connect to CRMs, payment gateways, APIs, and other tools to create workflows that meet your needs and streamline your processes. Enjoy a connected workspace where information flows between critical applications and intelligence systems.
Upload documents to one location. Create new docs in PandaDoc while integrating with other external data.
Stay organized with folders, filters, and more. Build a scalable system that makes sense for your team.
Use onboard monitoring tools like audit trails and version history to stay in the loop on document changes.
PandaDoc is making this so much more efficient than it once was. The Hiring Packages are a breeze to send to candidates… this would’ve been a time-consuming administrative burden if it weren’t for PandaDoc.
Kelsey Boyd
Director of Business Systems & Processes
Create new electronic documents entirely from scratch and add them to your repository once the work is done.
Work collaboratively with your team using a real-time interface that streamlines your entire drafting workflow. Edits and suggestions will appear instantly within your shared document workspace.
Sales
Sales teams can use PandaDoc to create, send, and track proposals, quotes, and contracts.
Having a centralized repository for these documents ensures that everyone has access to the latest version and can easily track deal progress. Reps can use this information to nudge customers at ideal moments, accelerating sales cycles and improving close rates.
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A document repository is a centralized digital space where organizations securely store, manage, and track their electronic documents.
Think of it as a highly organized, digital filing cabinet. It allows employees to easily access, share, and collaborate on documents, eliminating the need for cumbersome paper files.
In a document management system like PandaDoc, the storage/repository is just one aspect or feature of a greater whole. While PandaDoc can store your files, you can also use the platform to create documents, sign documents, negotiated deals, and more.
You can create a document repository by uploading several files or documents to a single location and organizing them with folders and metadata.
The act of consolidating documents in such a way creates a repository, and the platform you ultimately use to manage your files will have a major impact on how effective your repository can become.
PandaDoc offers a more narrow focus than most file storage platforms systems because the platform is designed around end-to-end document management.
For example, while Dropbox offers cloud storage for any type of file or document, PandaDoc is primarily focused on business documents like proposals, contracts, and quotes.
Similarly, while Google Drive and Microsoft OneDrive are more document focused, PandaDoc provides end-to-end document management tools — including document creation, approval workflows and e-signing functionality — all in one place.
PandaDoc aims to be an online document repository with enterprise-grade security features.
We’re SOC 2 Type 2 certified, and your workspace can be tailored to suit both HIPAA and GDPR compliance.
Additionally, PandaDoc encrypts all data both sending and at rest with AES-256 and modern encryption key management.
All documents uploaded to PandaDoc feature a variety of access control and collaboration tools.
When adding team members and collaborators to a file, you’ll be able to control their permissions and how they are able to interact with your document.
