PandaDoc helps organizations create quotes, forms and contracts along with securing eSignatures. It can also be integrated with CRMs like HubSpot to streamline document workflow.
The platform can be used by teams in any industry, from sales professionals who need to track the status of their proposals to HR departments that use it for recruitment documents and new hire paperwork. Its features include legally binding signatures, content library, workflow, auto document numbering and more.
Easy to use
PandaDoc has a simple UI and UX design that makes it easy for teams to use. Its feature set includes eSignatures, document analytics and custom branding. It also offers a number of integrations and API capabilities. PandaDoc also has a ‘Business’ plan that features SSO support, team workspaces and notarisation.
Streamline proposals with tools like eSignature and templates that include predefined content blocks. This speeds up the proposal process and allows users to autofill customer data from CRM. It also facilitates in-proposal comments and activities logging.
PandaDoc is highly customizable, with a wide variety of templates and documents to choose from. It also has a unique system of document tracking, which allows teams to see where their proposals are in the channel. This is particularly useful for sales and marketing departments, who can easily monitor the status of their proposals.
Creating a custom template for your document is easy with pandadoc. Simply drag and drop content blocks into the document, then position them using a grid-like system. The content blocks are highlighted to help you align them correctly. Then, click “Save” to save your template.
PandaDoc can help your team shave off areas of waste that are common in sales departments, such as sending drafts back and forth via email or waiting for signatures. This can result in lost clients, time and money.
With PandaDoc, you can track the status of your documents and receive instant notifications when recipients open, view or sign them. The software also allows you to store e-signed documents in a secure cloud location. This feature is particularly useful for teams that need to manage multiple documents at once.
Pandadoc’s collaborative editing feature makes it easy for teams to edit documents and proposals in real time. It enables collaboration without having to transfer files, which saves time and reduces data loss or theft. It also allows collaborators to share the doc with anyone who can access it, including people who don’t have a Pandadoc account.
With collaborative editing, contracts can be redlined and negotiated in one place, with changes instantly reflected for faster agreement and approval. Teams can use this feature to improve processes and increase win rates. It can also be used to track document progress, including which documents have been viewed and signed. It can also help companies improve document workflows and automate processes. This allows businesses to grow revenue faster and improve efficiency.
PandaDoc allows you to track when your documents are opened, viewed, commented-on, or completed. It also offers detailed document analytics, so you can know which content is performing well with your audience.
Pandadoc integrates with CRMs, payment tools, and storage systems to simplify your workflow. This helps you avoid the back-and-forth that occurs when manually transferring data between different applications.
Its integrations are scalable to fit the needs of your team, and you can customize the way that you receive notifications. Its notification system provides instant email and mobile app alerts, enabling you to stay on top of the status of your documents. It also offers a full range of reporting features to improve your productivity and increase sales. Its security measures include regular patches and maintenance, encrypting all data in the cloud, and automated backups.
Easy to export
Easily export and import documents into PandaDoc to leverage its advanced features. You can create a document from scratch or upload a static PDF that will become an editable PandaDoc template. The system also provides unique auto document numbers that help track and monitor documents as they move through channels. This functionality is especially helpful for sales teams who need to keep tabs on the status of proposals and contracts or HR departments who need to manage employee documentation.
Custom fields, date and dropdowns can be masked to protect confidential information from other recipients. Masked field data will not be displayed in PDF documents that recipients download. You can also pull custom properties from HubSpot into PandaDoc templates and documents. Document synchronization ensures that all changes are captured and updated in both systems.