PandaDoc

Provides a document management platform for creating, managing, tracking, and eSigning proposals, contracts, quotes and other agreements, automating creation with templates, approvals, and payments to reduce manual work and errors. Serves sales, legal, operations, marketing and HR teams in B2B organizations ranging from small businesses to enterprises. Delivered as a cloud SaaS solution with a drag-and-drop editor, CRM integrations, workflow automation, and an embeddable API, available with a free tier and per-seat or per-document enterprise pricing.

Key features

• Document generation with customizable templates
• CPQ configure price quote
• Deal Rooms collaboration
• Smart content adaptation
• Workflow automations
• Approval workflow
• Team workspaces
• Tracking and analytics
• Legally binding eSignatures
• Signing order and signing groups
• Document notarization
• Audit trail and activity reporting
• Embedded payment gateways
• CRM integrations (HubSpot, Salesforce)
• API and document embedding
• Bulk send and web forms
• Content library and custom branding