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Getting Started Guide to PandaDoc
Your all-in-one software to create, deliver, and manage your team’s quotes, proposals, contracts, and other sales collateral
"PandaDoc is intuitive and requires very little training. Also, the file organization makes it brainless to keep the documents where they belong."
Increase in Productivity
Increase in Closing Rates
Sales Operations Coordinator
"Prior to choosing PandaDoc for our document automation needs, we used DocuSign and Clearslide. Both are very expensive and DocuSign is antiquated. Clearslide is fancy, but far more so than we needed.
PandaDoc has been a big time saver with our IO Audits. We have saved countless hours since storing our executed documents in the PandaDoc repository."
SEND PROPOSALS AND CONTRACTS IN
30 MINUTES OR MORE
SEND PROPOSALS AND CONTRACTS IN 120 SECONDS OR LESS
Want a document signed electronically? It takes just 2 minutes, we’ve timed it.
Sending similar documents? PandaDoc's templates increase productivity by 35%!
Build interactive quotes and proposals on the fly. Our CPQ module auto-magically calculates everything for you!
PandaDoc's CPQ module auto-calculates taxes, discounts, margins and totals. This translates to error-free quotes, proposals and invoices.
Build, sign and track all of your sales collateral from within your favorite CRM.
PandaDoc integrates with Salesforce, Pipedrive, Zoho, Base and many others. Seamlessly merge opportunities and deals data into PandaDoc documents within seconds. No more time wasted typing or formatting sales proposals, quotes or contracts!
Even if you don’t use Salesforce, watch our video to understand the basics of a CRM/PandaDoc integration.
Need some guidance?
Get up and running quickly. Learn success insights from our product specialists!
See all available integrations in our app directory →