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The all-in-one document automation platform to create, approve, sign, and track sales documents.
Automates the creation of professional proposals and contracts with a drag-and-drop editor. Provides legally-binding e-signatures and unlimited document storage. Includes a CPQ (Configure, Price, Quote) module for accurate pricing and line items. Features real-time document analytics to see exactly how recipients engage with files. Integrates with major CRMs to pull customer data directly into document templates.
Frictionless: Replaces messy attachments and PDFs with a single, clickable web link. Speed: Pre-built templates and CRM data sync reduce document prep time by 65%. Insights: Detailed engagement data allows sales reps to follow up exactly when intent is highest. Professionalism: Consistent branding and high-end design elevate the buyer's experience.
Category: Marketing & Growth
Team Size: 500-1000
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PandaDoc is a comprehensive document workflow platform that unifies the creation of proposals, quotes, and contracts with legally-binding e-signatures. Designed for sales and marketing teams, it features a robust content library, automated workflows, and real-time tracking that notifies users when a prospect opens or interacts with a document. It focuses on reducing document friction and speeding up the 'Close' stage of the sales cycle.
Founded in 2011 by Mikita Mikado and Sergey Barysiuk in San Francisco (with roots in Belarus). The founders, who previously ran a web design agency, were frustrated by the inefficient manual process of sending and signing quotes. They built PandaDoc to turn the 'Proposal-to-Cash' journey into a modern, automated workflow.
