Complete 87% more documents in half the time. Use PandaDoc’s document workflow software to build more efficient processes and manage important docs securely and instantly.
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Document workflow automation involves using technology to create automatic processes to create, edit, review, approve, and send documents. Using PandaDoc to build time-saving workflows empowers your teams to reduce repetitive, manual tasks, minimize errors, and maintain consistency.
Automated workflow management enhances collaboration and allows your team to focus on higher-value tasks like scaling your business.
Use pre-made automation to sync information with CRM systems or schedule follow-ups once the document has been sent, signed, or approved. Automated reminder emails, approval workflows, CRM integrations, and seamless team collaborations keep your document processes running smoothly in the background, helping you focus on creating stunning documents that increase your close rate.
Focus more on value-added work rather than repetitive tasks. Our easy-to-use automated workflows ensure that all the boring stuff happens in the background. Enterprise workflow automation software allows you to keep your entire team on the same page by editing documents simultaneously in real-time, gathering important feedback within a single doc, and transferring document ownership from one user to another to keep your office running smoothly.
Out-of-the box integrations with your CRM allow your team’s proposals to get out the door faster and eliminate manual data entry errors.
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
Use customizable, pre-made templates and smart content to decrease document generation time by up to 50%.
Smart variables and conditional content change based on user input, allowing you to create templates with pre-defined placeholders. Variables are replaced with customer-specific details, helping you create customized, error-free documents faster.
Open a template you’d like to set up an automation for, then select automations at the top of the page.
Click “Create automation” and choose a desirable action from the list, like moving a document to a folder or cloud storage or sending a document when its status is updated. Once you set up an automation within your template, any new documents created from that template will inherit the same setup.
Utilize your automations to improve business processes and tweak them easily if needed. To disable or delete them, go to the top of the page, select automations, and switch off the toggle beneath any features.
"PandaDoc’s HubSpot integration is second to none in comparison to competitors. It allows us to get a lot of information from the CRM directly into PandaDoc."
92%
reduction in proposal creation time
20%
reduction in customer acquisition costs
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.
25%
more documents sent per month
46x
faster to get a signature compared to Docusign
PandaDoc has enhanced the purchasing experience for our buyers and sales team. We’ve halved proposal creation time while demonstrating value in every single proposal. It’s helped us close more deals, save time and maintain our brand’s integrity.
50%
reduction in proposal creation time
84%
of proposals viewed by prospects
Why start from scratch when you can use templates with all the requirements and necessary legal terms?
Sales
Focus on actual selling and turning prospects into customers rather than processing tons of documents or excel files. Easily connect with sales tools like Salesforce, Zoom, and Stripe to sync your data across platforms with no extra effort required.
See how you can setup automations to increase efficiency across your team
With document workflow automations in PandaDoc, your documents go where you want them to, automatically.
Create automations between PandaDoc and your CRM platform
Setup automations with CRM platforms including HubSpot, Pipedrive, Salesforce, Zoho, and more.
Learn how to update automations as needed
You can disable or delete automations any time to make the necessary changes to optimize your workflow.
Get a personalized demo with our product specialist.
Tailored to your needs
Answers all your questions
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Document automation software automates the tedious and repetitive task of creating important business documents every day. Not only does it free up your team members’ time and let them focus on higher-priority work, but the end results are more professional-looking and on-brand documents, complete with interactive pricing tables, videos, GIFs, and more.
PandaDoc Automations feature will trigger an action, once the document status changes to Sent or Completed. Automations work with templates — so, when you set up an automation within your template, all new documents created from this template will inherit the automation.
Automations perform the following actions: send another PandaDoc document, move a document to a PandaDoc folder, save a completed PDF on cloud storage, change the stage in CRM, update or add a record in CRM, and create a record in HR tools. Read more here.
You can apply automations to any type of document inside PandaDoc — proposals, contracts, quotes, financial documents, and others.
PandaDoc can be used for any digital document that your business needs to create, send, sign, or track. Customers vary across a wide range of industries including tech, professional services, revenue teams, healthcare, education, and finance. No matter what industry you work in, you can rest assured that your PandaDoc documents will be safe and protected.PandaDoc can be used for any digital document that your business needs to create, send, sign, or track. Customers vary across a wide range of industries including tech, professional services, revenue teams, healthcare, education, and finance. No matter what industry you work in, you can rest assured that your PandaDoc documents will be safe and protected.
User-friendly drag-and-drop capability and customizable templates allow you to create media-rich documents in 50% less time. On average, our customers also see 87% more completed docs every month. And if those states aren’t enough for you, we see an increase of up to 36% in close rates across our customers. Imagine your current workflow cut in half — that’s a lot of extra time that you’d be able to use for more important things, like scaling your business.
PandaDoc’s document automation software isn’t just a time-saving tool though. It will also save your team some headaches and help build automated workflows that puts mundane tasks on autopilot. In fact, some customers report an average of 65% reduction in document creation time (even more than the 50% listed above!) and a 30% reduction in time-to-close. You can learn more about how much time our software saved different companies by checking out our Case Studies.
Yes. After you configure settings at the template level, all new documents created from that template will inherit the automation setup.
We make it extremely easy to integrate PandaDoc with other tools. However, some tools are more complex, and integrating the software can take a few steps.
For some tools, all you have to do is go to their marketplace, find PandaDoc, and hit “Install.” Other tools — especially those that offer more customization options — may require a few additional steps to connect to PandaDoc. And if the product is not supported directly, you can always build a custom integration using our powerful API to connect PandaDoc to virtually any system you are running.
Although the exact steps you need to take to integrate PandaDoc depends on which business tool you’re using, our support team is always ready to help by walking you through the integration process step-by-step.
Dozens of market leaders have already chosen PandaDoc as their document automation platform of choice, including Tata Steel, Autodesk, Rakuten, TomTom, and Bonusly. Now could be your chance to join the club!
Security is our number one priority. We go above and beyond to ensure the safety and privacy of every document created in our software. We’re SOC 2 Type II certified, as well as HIPAA, FERPA, ESIGN, UETA, and GDPR compliant. Our servers are handled by Amazon AWS and designed for maximum security.
Yes. You can count on PandaDoc to collect legally binding eSignatures. We include an electronic certificate with every eSignature so you can have confidence that the information you’re collecting will stand up in court.
Working across borders? Electronic signatures are legally binding in most countries, but to make things even easier, we’ve outlined eSignature laws in various parts of the world here.
