Use interactive document creation tools to generate branded proposals that your clients will love. Build stunning templates, capture e-signatures, and accelerate sales with PandaDoc.
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PandaDoc has a personal touch — they listen, adapt, and support us like true partners. This has made all the difference. I know I can reach out to them anytime. They take their time to walk us through everything, and I can trust that they’ll help us resolve any issues quickly.
April Fleming
Revenue Operations Analyst at Wizehire
25%
more documents sent per month
46x
faster to get a signature compared to Docusign
95%
reduction in time spent creating documents
PandaDoc proposal software is an all-in-one solution that helps users create professional, customizable sales proposals in a matter of minutes. Using the drag and drop editor, team members can save time with pre-built, fully customizable templates using text, multimedia, and specialized modules like e-signature blocks and pricing modules. Finished documents can be converted into proposal templates for better automation and faster approval processes. Combined with approval workflows, a built-in content library, and secure document storage, sales teams can automate follow-ups, expedite sign-offs, and close deals faster than ever.
Start fast with ready-to-use templates and a drag-and-drop editor that makes building professional, on-brand proposals quick and hassle-free.
Eliminate redundancies in your tech stack. PandaDoc includes legally binding e-signatures so that you can close deals without leaving the platform.
Take advantage of built-in collaboration tools, deal rooms, and real-time tracking to figure out what’s working, what isn’t, and when to follow up.
Connect PandaDoc with CRMs, payment solutions, and more. Integrate with 30+ apps to automate workflows, auto-fill data, and build error-free proposals in record time.
Calculate how much time you’ll save by automating proposals, reducing manual tasks, and optimizing sales processes with PandaDoc proposal tools.
PandaDoc gives you all the tools you need to create, send, and track proposals through every stage of your sales pipeline.
Worried about staring at an empty page when creating a fresh proposal? With PandaDoc, you can avoid blank page syndrome by choosing a pre-built proposal template from our template library and modifying it to suit your unique needs. When you’re done, save your document as a new template and place it in your content library for reuse by other team members. Using content blocks, saved sections, and branding controls, you can maintain consistency and generate unique documents in a matter of minutes.
Worried about staring at an empty page when creating a fresh proposal? With PandaDoc, you can avoid blank page syndrome by choosing a pre-built proposal template from our template library and modifying it to suit your unique needs. When you’re done, save your document as a new template and place it in your content library for reuse by other team members. Using content blocks, saved sections, and branding controls, you can maintain consistency and generate unique documents in a matter of minutes.
Looking for the ultimate creative control? Take a closer look at the PandaDoc editor. Built for ease of use, our document editor is a no-code/low-code drag-and-drop solution that anyone can use to build better proposals. Add text, branded media, customer data, and dynamic fields to create a tailored and unique experience for each client. You can even make changes on the fly without consulting designers or developers. It’s really that easy.
Every proposal needs clear, straightforward pricing so that customers can understand costs. PandaDoc pricing tables are interactive, which allows reps to update and adjust quantities on the fly before sending and see totals update instantly. With the appropriate permissions enabled, customers can even select packages or quantities that make sense for their business needs. This added flexibility eliminates minor adjustments and the tedious back and forth usually required to finalize a sale.
Keep reps in the loop with embedded analytics and tracking tools. PandaDoc notifies you when documents are opened, viewed, or signed, while built-in analytics tell you where viewers spend their time.
Remove bottlenecks and finalize deals faster by expediting in-house approval workflows with automatic processes. Once deals are sent, customers can sign proposals using legally binding e-signatures.
From first document to final e-signature, PandaDoc makes it easy to create and send professional proposals that get results.
Start with a ready-made template from our template library or create a custom document using the drag-and-drop editor.
Personalize each doc with unique formatting, customized messaging, interactive pricing tables, and more to close deals fast.
Deliver business proposals with one click, track views and engagements in real time, and collect legally binding e-signatures in a single workflow.
Connect PandaDoc to CRMs like Salesforce, HubSpot, Pipedrive, and others to auto-fill proposal data and avoid manual input errors.
Sales & RevOps
Give reps the tools they need to spend less time on proposal creation and more time selling. PandaDoc offers user-friendly tools that help teams quickly create, prepare, and dispatch sales documents. By tracking sent proposals with notifications and analytics tools, reps can ensure that the deals are always in focus.
How to write a modern, winning proposal that gets signed fast
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Absolutely. PandaDoc’s template library is just a starting point for your next great document design. Once you load the selected template into the editor, it becomes fully customizable. You can add blocks, delete and rewrite text, embed dynamic or conditional content, and much more.
This level of flexibility is what makes PandaDoc a key solution for small businesses and enterprise teams alike! As a proposal management software, PandaDoc is flexible enough to handle everything from quotes and proposals to invoices, NDAs, and onboarding paperwork.
And, when using the platform, every document can be customized to your brand and unique use case.
PandaDoc includes unlimited, legally binding e-signatures with every plan at no extra cost.
This is different from dedicated e-signature solutions like DocuSign, which has a transaction limit, or Proposify, which offers some e-signature functionality but doesn’t have an option for QES signatures and identity verification.
At PandaDoc, while we do charge additional fees for the highest-end signature types due to strict identification requirements, our standard (included) e-signature solutions will be more than enough for most users.
Yes. PandaDoc will alert senders when proposals are opened, viewed, or signed.
Built-in document analytics will also provide various metrics so that you can better understand how recipients interact with your documents.
Savvy reps can use this information to better understand customer behavior and step in when the time is right and the deal is already top of mind.
Definitely. PandaDoc natively integrates with 15+ CRM platforms, including unique, 2-way integrations with HubSpot, Salesforce, Pipedrive. These connectors allow PandaDoc to automatically import customer data from your primary information source without copying that information outside of your database.
Beyond CRMs, you’ll also find that PandaDoc integrates with everything from Microsoft Word and Google Docs to Stripe and Paypal. Connect your entire tech stack and centralize your entire document creation process in one place.
Yes. PandaDoc uses industry-standard encryption, audit trails, and SOC 2 Type II compliance to ensure that every document is secure and trackable.
Our platform also complies with GDPR, eIDAS, ESIGN, and UETA requirements. PandaDoc can also become HIPAA compliant when a BAA is signed and filed with our customer support team.
