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PandaDoc is a feature-rich document automation and e-signature software that helps you accelerate the ability to create, manage, and sign digital documents, including proposals, quotes, contracts, and more.

More Details

PandaDoc is an all-in-one document automation software that streamlines the process of creating, approving, and eSign proposals, quotes, and contracts. PandaDoc helps you simplify processes and increase efficiency across the entire organization by integrating your existing CRM, payment, and file storage apps into a single workflow.

With PandaDoc, you can access a range of proposal templates you can customize for free. You can adjust the language and currency used in your documents to align with regional standards.

The collaboration feature enables multiple teams to collaborate on a single document by commenting and tracking activity. Additionally, the built-in e-signature feature allows signers to approve and sign documents anywhere and anytime easily.

PandaDoc analytics provides real-time statistics regarding who has viewed the proposal, how many times they saw it, and how much time they spent on it. The dashboard provides an overview of proposal performance.

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    Tool ID

     🔓 Freemium Tool

    Free Features Highlights

    • Unlimited legally binding eSignatures
    • Unlimited document uploads
    • Unlimited users
    • Collect payments via a credit card, PayPal, or ACH payment the moment your doc is signed.
    • Manage your entire document lifecycle right from the mobile app.
    • Monitor the status of any document you’ve sent at a glance via the activity tracking feature.
    • Get a notification for each new open, read, or sign event via the notification feature.
    Limitations Highlights
    • Public and custom templates
    • Drag and drop document editor
    • Audit trail and document analytics
    • CRM and Zapier integrations

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