PandaDoc is an online service for creating documents and document automation. In PandaDoc you can create documents using the built-in editor, sign a document with an electronic signature and send it for approval.
The built-in editor in PandaDoc is focused on creating documents using templates or from scratch. In the editor you can create not only official documents (invoices, contracts, checks), but also marketing documents. The editor works as a block constructor - the document itself is displayed on the left side, blocks to add on the right. The user can add text, image, video, table, price list, checkbox, date and more to the document. When working with text, you can change the font, its size and color, adjust the position.
Created documents are stored in one list, from where the user can sign and send the document. Once an action is taken, the document is prescribed a status, which the user can track in the "Statuses" submenu.
Features of PandaDoc:
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A collection of ready-made document templates.
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Analysis of document movement.
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Integration with popular CRM systems.
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Collaborative work on documents.
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Employee access management.