PandaDoc

PandaDoc is a document management and automation platform that streamlines the process of creating, editing, and sharing documents. It offers a user-friendly drag-and-drop interface and customizable templates, enabling users to create media-rich documents 50% faster than traditional methods. PandaDoc's key product offerings include real-time, multi-person document editing capabilities, approval workflows, signing orders, and automated follow-ups.

One of PandaDoc's standout features is its seamless integration with popular Customer Relationship Management (CRM) systems. This integration allows users to import data and products from their CRM directly into documents, creating interactive pricing tables with just a few clicks. By keeping the CRM as the single source of truth, PandaDoc eliminates the need for manual data entry, reducing the risk of errors and saving time.

PandaDoc also provides powerful workflow management tools, such as the ability to lock content, restrict editing permissions, and create custom roles with corresponding access levels. These features help organizations maintain control over their documents and ensure a smooth, conflict-free workflow.

In terms of business impact, PandaDoc's customers have reported an 87% increase in completed documents every month and up to a 36% improvement in close rates. Additionally, some customers have experienced a 65% reduction in document creation time and a 30% reduction in time-to-close.