Pandadoc

PandaDoc is an all-in-one document automation platform designed to create, send, track, and manage business documents such as proposals, quotes, contracts, and agreements. Its primary purpose is to streamline document workflows, reduce manual work, and improve accuracy and turnaround times in sales, HR, and operations. With built-in compliance for SOC 2, HIPAA, and GDPR, it supports organizations that must adhere to strict security and privacy standards.

The platform includes a drag-and-drop document editor, reusable templates, and a content library to standardize branding and messaging. Users can generate quotes and proposals using dynamic pricing tables, product catalogs, and automated calculations, helping sales teams produce error-free documents quickly. Native eSignature capabilities allow recipients to sign securely from any device, while real-time notifications and detailed analytics provide insight into when documents are opened, viewed, and completed. PandaDoc also integrates with popular CRMs, payment gateways, and productivity tools, enabling automated data population, approval workflows, and in-document payment collection.