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Document Management Suite

Document Management Suite

Solution:

Everything Your Small Business Needs to Manage Documents in One Place

Everything Your Small Business Needs to Manage Documents in One Place

PandaDoc is an all-in-one document management platform for SMB leadership, sales, finance, and operations teams. Unlike standalone e-sign tools or file storage platforms, PandaDoc handles the full document lifecycle: templates, approvals, e-signature, tracking, and payments in a single workspace. Teams leveraging the PandaDoc document management suite complete 87% more documents per month, cut creation time in half, and see a 36% increase in close rate. E-SIGN, HIPAA, GDPR, and UETA compliant.

PandaDoc is an all-in-one document management platform for SMB leadership, sales, finance, and operations teams. Unlike standalone e-sign tools or file storage platforms, PandaDoc handles the full document lifecycle: templates, approvals, e-signature, tracking, and payments in a single workspace. Teams leveraging the PandaDoc document management suite complete 87% more documents per month, cut creation time in half, and see a 36% increase in close rate. E-SIGN, HIPAA, GDPR, and UETA compliant.

Every document workflow in one platform.

Stop paying for five tools that don't talk to each other. PandaDoc replaces your document creator, e-signature tool, approval system, file storage, and analytics within a single connected platform that any team member can use from day one. Trusted by 50,000+ businesses worldwide.

Every document workflow in one platform.

Stop paying for five tools that don't talk to each other. PandaDoc replaces your document creator, e-signature tool, approval system, file storage, and analytics within a single connected platform that any team member can use from day one. Trusted by 50,000+ businesses worldwide.

Workflow Management
Configuration Ease of Admin
Pricing Administration
Document Management
Assembly and Approval Workflows
Document Builder Interface
Collaborative Creation
Customizability: Variables and Fields
Template Creation and Flexibility
Rich Media
Online Document Creation
PDF Creation
Branding
Templates
Automation

Your complete document management stack

PandaDoc gives SMB teams everything they need to manage documents from start to finish. Create, send, track, and sign documents in minutes with the core platform. Need to embed document workflows into your own tools? PandaDoc API lets you automate document generation, sending, and signing at scale.

Your complete document management stack

PandaDoc gives SMB teams everything they need to manage documents from start to finish. Create, send, track, and sign documents in minutes with the core platform. Need to embed document workflows into your own tools? PandaDoc API lets you automate document generation, sending, and signing at scale.

What SMB Teams Say About PandaDoc on G2

What SMB Teams Say About PandaDoc on G2

""End-to-end workflow: You can create, send, track, and sign documents all in one place. That cuts down on juggling multiple tools.""

Stefan d.
SD
Connectivity New Business Sales Manager at 51-200 employees Company

Connectivity New Business Sales Manager

51-200 employees

""I like how simple it is to make edits and collaborate with my coworkers in PandaDoc.""

Jordan G.
JG
Jordan G.

Business Development Specialist

51-200 employees

"I find it incredibly timesaving and organized to handle everything in one place. I appreciate the ease of creating, sending, and tracking documents with PandaDoc. I also value the signature feature, which simplifies the agreement process by removing the friction of printing or scanning documents and reduces the need for back-and-forth emails."

VA
Valentina A.

"I like how PandaDoc integrates with our Salesforce, allowing our reps to send it right from our CRM without having to open PandaDoc separately, and it just works seamlessly. It is super valuable because my sales reps can work on the opportunity page for an account and send quotations or order forms right from there, staying in one system without having to open multiple systems. We switched from DocuSign because PandaDoc is much simpler, much easier, and offers better functionality."

AM
Arpit M.

Sales Manager

"I like all the functionality of PandaDoc and the easy way to handle it. All the tools suit me very well, allowing me to create various documents. The initial setup experience was great."

Bruno Pereira d.
BD
Bruno Pereira d.

Insurance

"The ability to create, send, and track documents all in one place."

Deneys R.
DR
Deneys R.

Account Manager

51-200 employees

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