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Document automation and contract management for sales teams
PandaDoc is a document automation and electronic signature platform widely used by sales teams for proposals, quotes, and contracts. Founded in 2011 and serving over 50,000 customers, PandaDoc bridges the gap between CRM and contract execution with a user-friendly platform that any team member can use without legal training. The platform's drag-and-drop document editor enables creation of professional proposals, NDAs, sales contracts, and other documents from templates. The content library stores reusable blocks—pricing tables, testimonials, case studies—that can be inserted into any document. eSignature is built in with legally binding signatures, identity verification, and audit trails. Approval workflows route documents for internal review before sending. Real-time analytics show when prospects open, view, and sign documents. CRM integrations with Salesforce, HubSpot, Pipedrive, and Zoho enable document creation from CRM data with automatic activity logging. Payment collection allows recipients to pay directly within documents. The analytics dashboard tracks team performance on proposals and contracts. PandaDoc's AI tools assist with document drafting and analysis. While primarily a document automation tool rather than a full CLM, PandaDoc's contract capabilities are sufficient for many SMB and mid-market use cases. Its sales focus, ease of use, and strong CRM integrations make it particularly popular with revenue teams.