What is PandaDoc?
PandaDoc offers comprehensive document automation for creating proposals, quotes, contracts, and other business documents with AI-powered features. The AI Smart Content Assistant helps write proposal text, suggests optimal pricing, and personalizes documents based on recipient data. Document analytics track how recipients engage with documents—what they read, how long they spend, and when they forward. For sales teams, PandaDoc integrates with CRMs to auto-populate documents and trigger workflows. The approval routing ensures proper review before sending. Combined with e-signature, payment collection, and CPQ capabilities, PandaDoc provides the complete document workflow solution for revenue teams.
✨ Key Features
- AI content assistant
- Document builder
- E-signature
- Document analytics
- CRM integration
- Approval workflows
- Template library
- Payment collection
- CPQ (Configure Price Quote)
- Content library
🎯 Use Cases
- Sales proposals
- Quotes
- Contracts
- Agreements
- SOWs
- Invoicing
- Onboarding docs
- Client paperwork