What it is
PandaDoc lets you build proposals, quotes and contracts from templates, send them for e-signature and collect payment from the same document. You can see when a client opened it and how long they spent on each section. It connects with CRMs like HubSpot, Salesforce and Pipedrive to fill in deal data automatically, which saves copy-pasting on every send.
How to use it
- Build templates for proposals, quotes and contracts with dynamic fields.
- Create quotes with pricing tables, discounts and taxes.
- Send for e-signature and track who has signed and who hasn't.
- Gauge interest with open alerts and time spent per section.
- Get paid on signature with payments built into the document.
What it's good for
- A web development agency sending proposals with three pricing packages and signing the contract the same day.
- A HubSpot sales team generating quotes from deal data without copy-pasting.
- A services company that needs internal approvals before sending each contract.
Pros
- Proposal, e-signature and payment in a single document
- Native integrations with HubSpot, Salesforce and Pipedrive
- Open tracking and time-per-section analytics
- Ready-to-use template library
Cons
- CRM integrations and approval workflows require higher plans
- Per-seat pricing gets expensive for large teams
- The editor can feel limiting for highly custom designs
