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Your No-code and AI Automation PartnerAutomate Sales Documents with PandaDoc
Streamline your sales process by automating document generation, sending, and tracking using PandaDoc. Enable seamless workflow integrations for faster approvals and reduced manual input errors.
When a Proposal is Sent
1. Trigger Automation on Proposal Sent
Initiate actions when a new proposal is sent.
Perform Document Status Update
2. Update CRM with Document Status
Sync document status with Salesforce CRM.
Send Notification on Approval
3. Notify Team on Document Approval
Automatically notify team members on approval.
Archive Document in Drive
4. Store Finalized Documents
Save finalized documents to cloud storage.
Create Invoice on Signature
5. Generate Invoice upon Document Signing
Automate invoice creation when document is signed.
- Repeat -
Automation Benefits
Key Benefits of PandaDoc Automation
Discover crucial benefits of using PandaDoc automation to streamline your document management processes.
Enhanced Efficiency
Automate repetitive tasks to save time and reduce workload.
Improved Accuracy
Minimize errors with automated document workflows.
Increased Collaboration
Facilitate seamless collaboration through integrations and notifications.
Faster Document Turnaround
Accelerate the document lifecycle with automated processes.
Better Customer Experience
Provide clients with faster responses and accurate documents.
Cost Savings
Reduce costs by cutting down on manual labor and errors.
Features
PandaDoc Automation Features
Explore how PandaDoc enhances your document handling efficiency and integrates with essential business applications.
- 1Automated Proposal Generation
Generate consistent and error-free proposals automatically.
- 2Seamless CRM Integration
Update CRM records in real-time to maintain data accuracy.
- 3Instant Team Notifications
Keep your team informed with real-time notifications on document progress.
Outcomes
Outcomes of PandaDoc Automation
Realize impactful improvements in your sales and documentation processes with automation.
40%
Reduction in Document Processing Time
25%
Increase in Proposal Conversion Rate
50%
Reduction in Manual Errors
We Might Have Solved Your Problems Already
Explore automations for Pandadoc
See how you can improve your work process by leveraging AI and Automation.
FAQ
PandaDoc Automation FAQs
Get answers to common questions about automating your document workflows with PandaDoc and how it can benefit your business.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract required
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.