PandaDoc is often seen as a simple eSignature tool, but that’s only a small part of its capabilities. Behind the signature lies a comprehensive suite of tools designed to automate document workflows, enhance proposal quality, and expedite the approval process.
What PandaDoc Really Offers?
Proposal Automation with Templates
Save time using reusable templates for proposals, contracts, NDAs, and onboarding docs.
Dynamic Content with Tokens and Conditional Logic
Customize documents at scale with tokens that auto-fill client names, pricing, and services, plus smart rules that adapt sections based on deal type.
Templates, Approvals, eSign - All in PandaDoc
Setup & Templates – Branded templates, content library, variables, and catalog so reps build proposals fast and on-brand.
Smart Integrations – One-click signatures, payment links, and dynamic pricing tables/discounts to shorten time-to-close.
Approvals & Compliance – Role-based approvals, clause control, and audit trails to keep Legal & Finance happy.
eSign, Payments & CPQ – Dashboards, call scoring, and coaching loops so leaders can improve conversion and CSAT with data.
Approval Workflows
Route documents through legal, finance, or leadership for fast and compliant approvals.
Centralized Content Library
Store case studies, pricing tables, legal terms, and scope details in one place, so your team can easily drag and drop the right content every time.
In-Document Analytics
Track document views, time spent on each section, and where recipients drop off to refine your messaging and follow-ups.
CRM Integrations
Connect PandaDoc with Salesforce, HubSpot, Pipedrive, or Zoho CRM to auto-fill documents and keep statuses synced without manual updates.
Ready to get more out of PandaDoc? As your dedicated PandaDoc Consultant, we’ll help you unlock its full potential from automated proposals to approval workflows and CRM integrations. Let’s optimize your documents to move faster, close deals smarter, and gain deeper insights.
