What is PandaDoc
PandaDoc is a document management platform built for sales teams. It handles proposal creation, electronic signatures, and payment capture in one place. Teams use it to reduce manual work and close agreements more quickly.
Overview
PandaDoc lets users build custom proposals, contracts, and other business documents using a drag-and-drop editor. The platform supports real-time collaboration so multiple stakeholders can review and edit content simultaneously. Built-in electronic signature functionality captures legally binding approvals without switching tools. Document activity tracking provides visibility into when recipients open, view, or sign files. Payment gateway integrations allow teams to collect funds directly inside the document. Automated workflows handle routing, approvals, and reminders to keep deals moving forward.
How to use PandaDoc
Teams start by selecting a template or building a document from scratch in the editor. They add content blocks, pricing tables, and signature fields, then send the document to recipients for review. Activity notifications alert the sender when the recipient engages with the file. Once signed, the platform stores the completed document and triggers any connected payment or CRM workflows.
Key Features
- Drag-and-drop document builder
- Real-time team collaboration
- Legally binding electronic signatures
- Document open and view tracking
- Embedded payment collection
- CRM integrations with major platforms
- Customizable templates and branding
- Automated approval workflows
- Bulk sending for high-volume teams
- Audit trails and compliance reporting
Ideal Customer Profile
Sales and operations teams at small to mid-market companies that need to create, send, and track proposals and contracts efficiently.
Best for: SMB, Mid-market, Enterprise