Close deals faster with contract automation
Sales automation software
Eliminate busywork with smarter sales automation
Reduce manual work across your sales process by automating key actions like building quotes, sending reminders, gathering approvals, and tracking deal status.
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PandaDoc helps over 68,000 companies automate administrative tasks and close deals in record time
"PandaDoc will allow us to work quickly through our high volume of incoming leads. And, with a 100% remote workforce, the ability to create, edit, and manage documents virtually will allow us to maintain business continuity throughout our operations."
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- more documents sent per month
- 25%
- faster to get a signature compared to Docusign
- 46x
- reduction in time spent creating documents
- 95%
What is sales automation software?
Sales automation software is a tool that streamlines and automates repetitive sales tasks such as sending follow-ups, generating quotes, creating proposals, and managing approvals. It helps sales teams close deals faster by managing the sales process, reducing manual work, and increasing pipeline visibility. With PandaDoc, you can automate the entire document workflow — from proposal to payment — all in one platform.
Key benefits of sales automation software
Give reps more time to sell by automating quote creation, follow-ups, and deal tracking within a single, centralized platform.
Make quoting quick and easy
Eliminate slow, manual quoting with reusable content like templates, pre-formatted layouts, and approved media blocks.
Close more deals with better proposals
Add interactive pricing tables and multimedia to keep prospects engaged and improve conversion across your pipeline.
Sign and approve without switching tools
Securely capture e-signatures inside PandaDoc without juggling files, attachments, or third-party signing platforms.
How sales automation works using PandaDoc
PandaDoc automation removes friction from your sales process by connecting to your CRM, automating key steps, and giving your team time to close more deals.
Fast, accurate document creation
Eliminate copy/paste and formatting issues by creating dynamic document templates with built-in variables. Use CRM integrations and AI suggestions to auto-fill information so that each quote is personalized and unique.
Automated e-signature collection
Make it easy for buyers to sign without downloading files or switching tools. PandaDoc sends signature requests automatically and tracks status so that deals are signed faster and with fewer delays.
Sales process automations
Route quotes to the right person based on deal size, region, or product type. Use sales process automation to trigger the right steps and prevent delays in getting approvals.
Improved pipeline management
Gain full visibility into every deal across the sales pipeline. PandaDoc provides real-time insights so that reps and managers can identify bottlenecks and idle opportunities early and act quickly before deals grow cold.
Automate your sales process with PandaDoc API
Use PandaDoc API to generate, send, track, and sign sales documents directly from your CRM, website, or internal software.
- Embedded lead capture: Insert documents (e.g. proposals or gated PDFs) into landing pages, and capture viewer data via API
- Form-driven generation: Auto-create documents when a web form is completed
- Faster deal flow: Eliminate delays by sending proposals/contracts instantly after key sales events
- Real-time tracking: Use webhooks to monitor when documents are opened, signed, or stalled
Eliminate errors in your sales documents
Consistent, error-free proposals
Automate proposal creation, approval routing, and e-signing to create a flexible end-to-end sales process. Combine this process with a CRM to automatically add customer and product data to a document.
Accurate and professional financial documents
Keep deals accurate and profitable with standardized templates, up-to-date pricing configurations, variables, and more to maintain accurate pricing.
Clear project scopes and statements of work
Manage language, clauses and templates using content tools, variables, and built-in integrations to reduce legal risk and ensure that all deals are above board.
Trusted by teams around the world
PandaDoc helps sales and operations teams work smarter and faster by removing friction from every part of the sales process.
Learning resources
Frequently asked questions
How does PandaDoc automate the sales process?
What are the deal stages PandaDoc automation can cover?
Can PandaDoc integrate with my CRM?
Is PandaDoc’s sales automation suitable for small businesses?
What’s the difference between sales automation software and marketing automation software?
Can I automate follow-ups and reminders?
Is my data secure with PandaDoc?
Ready to close more deals with PandaDoc?
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