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Save time and reduce errors during your contract management process with PandaDoc.

 

Keep your sales team’s contracts accurate with custom lockable content blocks and contract templates. Streamline internal contract review with automated approval workflows and built-in collaboration functionality. See where contracts are being held up with detailed document analytics.

Created detailed accurate contracts in seconds from inside your CRM. Track when approving managers and prospects view and sign contracts. Close deals faster with built-in negotiation tools.

Why pandadoc?

Advanced document analytics

PandaDoc’s document analytics make it easier than ever to track the progress of every quote. Once you’ve sent a quote to a client, document analytics show you when a customer opens, views and signs.

Built in eSignature

Every PandaDoc subscription included unlimited electronic signatures. PandaDoc’s electronic signatures are legally binding. and there’s no special software, hardware or app required to sign.

Never leave your CRM

Seamless PandaDoc integrations with every leading CRM allow sales teams to create, send, track and sign contracts without leaving their CRM. Deploying PandaDoc as an add-on to your CRM eliminates the frustration of using multiple systems while keeping onborading and training time to a minimum.

Less time preparing documents

PandaDoc is built to streamline your sales process. When you create a quote inside your CRM, key opportunity details are automatically transferred to the quote, including customer details, product information, and pricing. Once you’ve sent a quote, analytics allow you to track client interactions and signatures, so that you know when to follow-up with each prospect. Best of all, PandaDoc quotes can be signed from any computer or mobile device.

Document overview

View the status of the documents that have been sent out by your team, collaborate and work together to close the deals.

Bespoke cover pages on your documents

Create a sleek, professional cover page that incorporates your company branding.

View the interactions with your documents

Unsure if your client has taken the time to look at your document, PandaDoc solves this issue with full reporting on document interaction with further detailed analytics available.

eSignature fields made easy

Simply drag and drop where you require a signature on your document and you are good to go!