Document access controls
Local file uploads
Full text search
Document creation tools
Storage integrations
Salesforce integration
Content library
Notifications
Document analytics
Video engagement analytics
Bulk send (mail merge support)
Legally binding e-signatures
Custom pricing tables
Data / deal rooms
Document visitor export
Gated document access
Team roles & dashboard
Audit trails
Custom branding
Custom subdomain
Document watermarking
API
Template creation tools
24/7/365 support
Like DocSend, PandaDoc users can store and share documents between teams and with external partners. As part of our document management system, all files reside perpetually within PandaDoc, so you can keep essential documents all in one place. You can even use integrations to sync documents with external data storage services, or connect stored documents with CRMs, project management tools, and sales pipelines so that stored documents stay connected to your entire tech stack.
Similar to DocSend and other competitors (DocuSign, Proposify, etc.), PandaDoc provides eSigning options as part of its proposal software. Whether you choose to build documents from a blank page with our onboard tools or upload documents to prepare them for digital signatures, PandaDoc offers secure signing and full certificates of signer authenticity for every captured signature.
Both DocSend and PandaDoc users enjoy granular control when sharing documents. Share access via links and receive real-time notifications, sign documents, and collaborate with clients within our virtual data rooms. From fundraising to reviewing business plans and beyond, PandaDoc offers an array of pricing plans that provide excellent collaboration features at every stage of business growth.
PandaDoc is more than just a sharing platform. If you’re looking to streamline your document workflow, PandaDoc provides the tools you need to create an end-to-end signing process. Build and prepare documents. Prepare documents for electronic signature. Set permissions and share documents with clients. Create templates and leverage automation to improve your document process. It all happens with PandaDoc.
Whether you need a contract, a proposal, a quote, or an invoice, our drag-and-drop editor gives you an easy way to centralize your document process. Create a document entirely from scratch using our onboard tools, upload and modify existing DOCX files, or prepare PDFs for digital signature. No matter the task, PandaDoc has you covered. Use secure file storage to build a start-to-finish workflow that reps can use to build and manage docs through their entire contract management lifecycle.
Enable seamless collaboration between sales and marketing teams with custom templates and a content library. Effortlessly store approved snippets, branded templates, and media in a unified content management system and use those assets to build new documents in record time. You can even kickstart your creative process by modifying one of the thousands of templates within our template library.
Though powerful as a standalone product, PandaDoc integrates easily with the rest of your tech stack. Take advantage of our native integrations to connect with popular cloud-based CRMs like HubSpot, Salesforce, and others. Store documents within SaaS sharing platforms like Google Workspace, Microsoft OneDrive, or Dropbox. By leveraging these integrations, you can build a document workflow that makes sense for your whole team.
Get key insights into how customers view your documents with onboard analytics. Learn how many times documents are viewed, how much time was spent reviewing pages, which links were clicked, and more. Use this information to build better sales enablement documents or have team members follow up with curious customers.
Especially for startups and small businesses, waiting for hours on end when you need help can stall business operations. Even for enterprise-level teams, stopping work while you wait for an answer is never ideal. That’s why PandaDoc offers 24/7/365 customer support. Our messaging and chat support system is always staffed (by a human!) so someone is always available to answer questions and help you get back to work. Premium supportis also available for teams who want dedicated account managers and phone support.
Thousands, 68,000 actually, use PandaDoc each day to make their document process painlessly simple.
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Increase sales, eliminate errors, and boost efficiency across your entire organization. PandaDoc enables commercial insurance providers to quickly create fully-compliant proposals in a fraction of the time.
Create and send accurate proposals in a fraction of the time it usually takes. PandaDoc provides you with everything you need to streamline your workflow, save time, and boost your close rate.
Create new contracts and spend less time with our contract automation software.
Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials.
