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PandaDoc Features

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  • What's New

Categories

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AI Assistant

AI document assistant

PandaDoc AI Contract Assistant simplifies document management and review. Explore our AI assistant’s contract workflow capabilities and intelligent contract insights.

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Product Catalog

Quote

Product Catalog

Streamline proposal and quote creation by adding product SKUs, billable services, pricing tables, and other line items directly from your onboard catalog.

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Signing Order

Sign

Signing Order

Set up your document distribution list so they can be sent to one person at a time.

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Audit Trail

Report and Track

Audit Trail and History

See who has opened, viewed, and signed. Learn who hasn't engaged yet.

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Contract Automations

Collaborate

Contract Automation

Close deals faster with contract automation.

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Document Repository

Report and Track

Document Repository

Store and manage all documents easily, from one convenient location.

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AI Data Extraction

Automatically capture key details like dates, values, and terms from your documents.

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Email White Labeling

Create

Email White Labeling

Send documents from your own email so recipients know it’s from a trusted sender.

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Smart Content

Create

Smart Content

Minimize back and forth by adapting content to a recipient’s inputs.

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Redlining

Collaborate

Redlining

Close deals in record time with built-in redlining and collaboration tools.

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Contract Repository

Report and Track

Contract Repository

Introducing Contract Repository, an end-to-end solution for creating and storing every agreement your org handles.

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Intelligent Document Processing

PandaDoc Intelligent Document Processing extracts and organizes data from your documents automatically, turning static files into actionable business insights.

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Automations

Organize

Automations

Minimize manual task processing with the Automations feature.

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Pricing Table

Quote

Pricing Table

Add line items, cost breakdowns, taxes, and discounts to any document with intuitive design tools.

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Sign

ID verification

Verify collaborators and signers using four distinct validation methods.

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Document Tracking

Sign

Document Tracking

Get status updates in real-time after sending them for e-Signatures.

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Qualified Electronic Signature

Sign

QES

PandaDoc’s qualified electronic signature (QES) supports multiple signers and seamlessly integrates with trusted identity providers (IdPs) across the EU and beyond.

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Filters

Organize

Search and Filters

Access documents you want to focus on, with views that match your selection criteria.

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Sign

Signature Request

Send an unlimited number of documents for digital signature via email, link, or SMS.

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Custom Branding Themes

Create

Custom Branding & Themes

Create stunning, professional-looking documents in minutes.

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Content Locking

Collaborate

Content Locking

Protect sensitive information and prevent unauthorized access.

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Bulk Send

Send

Bulk Send

Use built-in variables, templates, and CSV files to send unique documents to hundreds of recipients.

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Content Library

Create

Content Library

Store layouts and branded assets for lightning-fast document creation.

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Automated Reports

Report and Track

Reports

Gain insights into team performance with automated reporting systems.

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Ach Payments

Pay

ACH Payments

Collect ACH payments directly from contracts and quotes.

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Workspaces

Collaborate

Workspaces

Distribute your content quickly across separate teams, departments, groups, or projects.

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Drag N Drop Editor

Create

Drag & Drop Editor

Create stunning, digital documents with a block-based document builder.

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Digital Signature Certificate

Sign

Digital Signature Certificate

Validate digital signatures with unique signing certificates.

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Streamline your document workflow

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