What PandaDoc really does (in plain English)

• PandaDoc helps you create, negotiate, sign, and track business documents in one place, so your team doesn’t juggle files, emails, and multiple tools.

• Think proposals, quotes, contracts, renewals, HR packets, and forms—built with a drag‑and‑drop editor, sent for secure e‑signature, and tracked with real‑time analytics. (pandadoc.com)

Why back‑office teams love it

• Standardize your docs across Sales, Finance, Legal, HR, and Operations with templates, content libraries, approval rules, and role‑based permissions.

• Cut manual work by pulling data from your CRM and triggering next steps automatically.

• Tight governance via audit trails, centralized storage, and enterprise‑grade security and compliance.

• Fewer tools, fewer handoffs: one workflow from quote to cash, with payments collected right inside the document. (support.pandadoc.com)

Create once, reuse everywhere

• Use a friendly drag‑and‑drop editor to assemble polished, on‑brand documents—no coding or DTP skills required.

• Save repeatable pieces (cover letters, clauses, case studies) in a content library; drop them into templates in seconds.

• Use variables to auto‑fill names, pricing, addresses, and dates; connect your CRM so fields populate for you.

• Add Smart Content rules so the right clauses, sections, or customer stories insert themselves based on deal size, industry, region, or products selected. It’s like giving your templates if/then smarts. (pandadoc.com)

Collaborate and negotiate without chaos

• Work together in shared workspaces with roles and permissions, so each team sees the right documents and content.

• Handle negotiations with redlining and version history. PandaDoc’s redline flow tracks changes, comments, and approvals, and even syncs with Microsoft Word for external edits—then locks the final version before signature. No more mystery PDFs. (pandadoc.com)

Configure, price, quote (CPQ) the simple way

• Build product catalogs with fixed, recurring, or volume‑based pricing and push items straight into quotes.

• Use a quote builder and pricing tables to apply taxes, fees, and discounts automatically; map CRM products to the right sections so reps don’t manually rearrange line items.

• Set rules and guardrails with CPQ so quotes are accurate the first time and approvals are fast. (pandadoc.com)

Get signatures and get paid in one flow

• Send any document for legally binding e‑signature with a complete audit trail.

• Add a payment block and collect money the moment a contract is signed. Integrations include Stripe, PayPal, Square, QuickBooks Payments, Authorize.Net, and more—including support for ACH and other methods via the gateways. (pandadoc.com)

Automate the busywork

• Trigger actions when a document is Sent or Completed:

• Save signed PDFs to Drive/SharePoint/Box/Dropbox automatically

• Update deal stages or products in Salesforce/HubSpot/Pipedrive/Microsoft Dynamics/Zoho

• Generate and send follow‑up documents (like order forms or renewals)

• Build these as template‑based automations so every doc made from that template inherits the workflow. (support.pandadoc.com)

Stay compliant and secure

• PandaDoc’s e‑signature is compliant with ESIGN and UETA in the U.S., eIDAS in the EU, and offers HIPAA‑ready workflows (including BAA for eligible plans).

• The platform is SOC 2 Type II certified and comes with audit trails, identity options, and secure AWS hosting.

• For regulated environments, you can enable 21 CFR Part 11–ready workspaces to strengthen FDA‑aligned signature records and verification. (pandadoc.com)

Know what’s happening with every document

• Built‑in document analytics show who viewed what, for how long, and where interest drops off—down to time on each page and link clicks.

• Use these insights to tune templates, focus follow‑ups, and shorten cycle times. (support.pandadoc.com)

Plays nicely with your stack

• Deep CRM integrations (e.g., Salesforce and HubSpot) let you create, send, and track documents right from your records; sync products, fields, statuses, and attach signed PDFs automatically.

• Keep everyone informed with Slack notifications when a doc is viewed, commented on, signed, or paid.

• If you need more control, the PandaDoc API supports embedded signing, webhooks, and bulk operations so you can run the whole flow inside your app or portal. (support.pandadoc.com)

Where PandaDoc fits in a solid back‑office structure

• Legal and Compliance

• Pre‑approved templates, clauses, and Smart Content keep language current and consistent across teams.

• Redlining plus approvals moves reviews faster while maintaining a clean audit trail.

• Finance and RevOps

• CPQ with pricing rules reduces errors and rework; payments on signature improve cash flow and DSO.

• Automations to storage and ERP/CRM keep records tidy and up to date—no manual uploads.

• People Ops and Admin

• Workspaces and roles segment access; forms capture data and signatures at scale; analytics prove throughput and bottlenecks.

Quick takeaways

• If you want fewer tools, fewer handoffs, and fewer mistakes, PandaDoc gives you a single system to create, negotiate, sign, and collect—with the controls and compliance your back office needs, and the speed your front office wants.