Overview
All-in-one document platform combining e-signature, proposals, contracts, and CPQ for sales teams.
Details
PandaDoc is a document automation platform that combines proposal creation, contract management, e-signature, and payment collection. It is widely used by sales and revenue teams to streamline the entire deal lifecycle from quote to close. Features include drag-and-drop document editor, content library, dynamic pricing tables, CRM integrations (Salesforce, HubSpot, Pipedrive, Zoho), payment gateway integration, and analytics on recipient engagement. PandaDoc serves SMBs through mid-market with tiered pricing including a free e-signature plan, Essentials, Business, and Enterprise. It also offers a robust API for embedding signing and document generation into other apps.