Manage, track, and eSign your business documents in a streamlined workflow. Compliant with security standards.
PandaDoc is a comprehensive document management platform that offers a range of solutions to streamline the creation, approval, tracking, and eSigning of business documents. Trusted by over 50,000 clients, PandaDoc is SOC 2, HIPAA, and GDPR compliant, ensuring the highest level of security and data privacy. PandaDoc offers a variety of use cases, including proposals, eSignatures, quotes, contracts, payments, forms, and notary services. The platform caters to companies of all sizes, from enterprise-level organizations to microbusinesses. In terms of resources, PandaDoc provides a wealth of content to help users make the most of the platform. This includes a blog with advice, tips, and tricks, customer stories showcasing the transformation of document processes, a library with eBooks, webinars, reports, and videos, and a collection of over 1,000 templates to expedite document creation. The customer community is an integral part of PandaDoc, offering a help center with articles on various features, product updates to stay informed about the latest enhancements, an unleashed section for a deep dive into everything PandaDoc, a learning center with courses to become a PandaDoc expert, forums to collaborate with peers, and a community gallery showcasing top template designs from users. PandaDoc is praised for its simplicity, as evidenced by over 4,000 positive reviews. With drag-and-drop editing and a choice of 750+ free templates, users can easily create and customize documents. Real-time access to approvals, comments, and version tracking ensures efficient review processes, and smart features like variables and conditional logic eliminate document errors. One of the standout features of PandaDoc is its seamless integration with popular CRMs, allowing users to keep data consistent and streamline their document workflows without leaving the applications they are already working in. To enhance compliance and control, PandaDoc offers built-in legally binding eSignatures, the ability to create pre-approved templates and content blocks, and the ability to lock all legal information to prevent costly mistakes. This makes PandaDoc an ideal choice for businesses that require strict compliance with regulations such as the European Data Protection Regulation (GDPR) and privacy shield registrations. Overall, PandaDoc is a powerful and user-friendly document management platform that streamlines all document workflows, from proposals to contracts. It offers a range of features and integrations that cater to various business needs and sizes. With its emphasis on simplicity, security, and compliance, PandaDoc is a trusted solution for over 50,000 customers and is set to revolutionize how businesses handle their documents.