Proposal Software Resources

Stop wasting valuable time putting together contracts and start creating more effective ones faster with PandaDoc. By saving the time it takes to put together, send out, and get contracts signed, you’ll increase productivity by decreasing your busy work. Get Internal Approvals Faster PandaDoc allows you to set up an automated workflow to get internal approvals right away. Set up workflows for your templates if you need a manager or admin to sign off on documents before they’re sent out. The “approver” will receive an automated email when they have a document to review. Once approved, the document will be sent to the next recipient immediately. Better Management and Control Create better control over how your team is sending contracts. If you have a large team or manage multiple departments, you can create multiple workspaces for each. You can also lock specific blocks of content — like pricing options or legal clauses — so only certain users are able to edit them. Gain Insight Into Your Sent Contracts The key to getting your contracts signed quicker is to understand what’s happening with them after they’re sent. PandaDoc’s detailed analytics lets you track the status of your sent contracts and gives you insight into how your recipients are using them. You’ll also get instant notifications when recipients open and view them. Get Signatures Quicker with eSignatures Shorten your sales cycle with PandaDoc’s convenient, secure, and legally binding electronic signatures. Don’t play the waiting game, let your recipients sign immediately from wherever they are.

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Save time and boost your productivity with PandaDoc’s flexible electronic signing functionality. Now you can send documents and get your deals signed faster from anywhere and on any device. Secure and Legally Binding PandaDoc’s eSignatures are secure and legally binding. They are compliant with both UETA and the Federal ESIGN Act, in addition to being recognized by many countries worldwide. Any Browser or Mobile Device PandaDoc’s cloud-based documents allow for seamless access and excellent experience across all browsers and devices. Don’t wait until you’re back in the office to sign. Do it from wherever you are, anytime. Signing Order Specify a custom signing order for multiple recipients, to sequence the document delivery accordingly. PandaDoc will keep you updated, notifying you about any changes in the status of your sent document. Document and Signature Forwarding Allow signers to forward your document for signatures from decision makers or others within their organization. They can also forward completed documents to others.

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PandaDoc gives you the leverage you need over your competitors by enabling you with the tools to create, send, and sign beautiful and engaging proposals and quotes — fast. Error-Free Pricing Quotes PandaDoc’s pricing catalog lets you add products on the fly. Automatically calculate profit margins, taxes, discounts with dynamic pricing tables. Integrate PandaDoc with your CRM to automatically sync and merge deal data into your quotes and proposals. Create Quicker with Reusable Content Cut down the time it takes to create proposals and quotes, and spend more time being productive. PandaDoc’s reusable templates minimize creation time and help you avoid costly errors. Build Interactive Documents Impress your clients and prospects with eye-catching, interactive proposals, and quotes. Include design elements such as videos, images, and cover pages to really stand out from the crowd. Close Faster with Electronic Signatures Forget the print-scan-email cycle just to get a signature. Faxing is a thing of the past. Get your quotes and proposals signed quicker with PandaDoc’s convenient, secure, and legally binding electronic signatures. Track Your Documents After They’re Sent Get your proposals and quotes signed and closed quicker, shortening your sales cycle. Track the status of your sent documents and know when they’re opened and viewed in PandaDoc. You can even get detailed analytics on how your recipients are interacting with them.

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