PandaDoc

PandaDoc — Document automation, proposals, and e-signature

PandaDoc is a document-automation platform that lets sales, ops and revenue teams build, send and e-sign proposals, quotes, contracts and order forms from inside their CRM. Templates pull data straight out of Pipedrive, HubSpot or Salesforce deal records, so a finished quote takes minutes instead of an afternoon — and the signed PDF lands back on the deal automatically.

For our clients, PandaDoc is the alternative to bolt-on add-ons like SmartDocs when the requirements outgrow what’s bundled with the CRM: multi-language templates, CPQ-style pricing tables, conditional sections, payment collection, and audit-trail-grade signatures. It works equally well as a standalone in HubSpot / Pipedrive / Salesforce setups, and as the e-signature layer behind a Make.com or n8n automation that fires the document on deal-stage change.

Key features:

• Drag-and-drop document builder with re-usable content blocks
• CRM-native templates with deal-field merge tags (Pipedrive, HubSpot, Salesforce)
• CPQ-style pricing tables with discounts, taxes and recurring line items
• Conditional sections — show / hide content per buyer, region or product
• Legally binding e-signature with full audit trail (ESIGN + eIDAS)
• Approval workflows for multi-stakeholder internal sign-off
• Payment collection inside the document (Stripe, PayPal, GoCardless)
• Forms + collaborative editing with real-time comments
• Native integrations with Make.com, Zapier, n8n
• Open API for fully custom document flows
• GDPR-compliant; EU + US hosting options