PandaDoc

Track document metrics and monitor when documents are opened, viewed, and signed

Monitor user activity, document performance, and comprehensive reporting on document metrics

Speed up workflows by automating manual and repetitive tasks through CRM integrations and API

Pre-set document creation rules that eliminate errors during document generation

Real-time redlining, comments, approvals, and more with everyone viewing the same document

Digital space for collaboration that makes closing deals faster and easier with real-time interaction

Records an audit trail for every document showing all actions and changes

Compliant with GDPR regulations for data protection and privacy

Meets HIPAA requirements for healthcare data protection

E-SIGN and UETA compliant, HIPAA compliant, and SOC 2 certified with SSO and robust API permissions

Easily generate custom agreements tailored to your audience and workflow with drag-and-drop editor

Embeddable API for custom integrations, document embedding, and granular permissions management

Speed up workflows through deep integrations with CRM systems like HubSpot and Salesforce

Embed PandaDoc signing and document workflows directly into your application

Organize and manage documents with granular permissions and user access controls

Embed trusted payment gateways directly into bills and invoices so customers can pay with a few clicks

Generate quotes tailored to buyers by pulling data from product catalogs and implementing rules-based pricing strategies

Enhanced security through two-factor authentication for user accounts

Capture signatures with ability to decide signing order, verify recipient identity, set signing groups, and notarize documents

Notarize documents electronically within the platform

Provides certificates for electronic signatures to verify authenticity

Decide the sequence in which recipients must sign documents

Set up approval processes for documents before they are signed or sent