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Manage documents, templates, and content
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Select date and timeCreate, store, and manage essential documents like proposals, invoices, quotes, and contracts all in a centralized location.
Enjoy powerful search functionality and enterprise-grade security features for every document.
A document repository is a centralized system for storing, managing, categorizing, and organizing electronic documents.
In addition to storage, document repositories offer a set of unique features, such as automation, real-time collaboration, version control, and user notifications. PandaDoc’s document repository also offers advanced document functions like electronic signature capture and automated document creation. A document repository is often referred to as a document management software (DMS).
Within PandaDoc, the document repository provides unlimited storage space for all the data stored within your workspace. Everything within your organizational repository is encrypted while on PandaDoc servers and always available for immediate access.
Ditch filing cabinets and paper documents for cloud-based document storage. Upload and manage legacy files alongside new, digital documents created using the PandaDoc toolkit.
This approach creates a single source of truth for your documents while improving accessibility and organization.
Safeguard sensitive information with built-in security measures designed to prevent data breaches and unauthorized access. Use access controls and collaboration tools to foster safe partnership between team members and external stakeholders.
Because all collaboration happens inside the PandaDoc platform, data never needs to leave a secure environment during negotiation and review.
Keep an eye on every doc in your workspace as it moves through its lifecycle. Audit trails, version controls, metadata, and built-in permissions make it easy to see how documents are handled.
Maintain a comprehensive record of all document activities with reporting tools and audit logs to ensure accountability and compliance.
Create workflows with an eye toward scalability.
Generate documents from scratch or with templates using PandaDoc’s intuitive user interface. These easy-to-use tools help teams scale document processes to meet business needs.
Connect to CRMs, payment gateways, APIs, and other tools to connect PandaDoc with other technology tools. Create end-to-end workflows that meet your company needs and streamline your business processes.
Enjoy a connected workspace where information flows seamlessly between critical applications and intelligence systems.
Upload documents to one location. Create new docs in PandaDoc while integrating with other external data.
Stay organized with folders, filters, and more. Build a scalable system that makes sense for your team.
Use onboard monitoring tools like audit trails and version history to stay in the loop on document changes.
Create new electronic documents entirely from scratch and add them to your repository once the work is done.
Work collaboratively with your team using a real-time interface that streamlines your entire drafting workflow. Edits and suggestions will appear instantly within your shared document workspace.
Learn how documents are accessed, who viewed them, what changes were made, and where viewers spent their time.
Track activity with detailed audit trails, and know the history of a document at a glance. Analyze viewer behavior to better understand how documents are being used and identify areas for improvement.
Collaborate and communicate directly with customers in specialized, dedicated workspaces.
Create secure, virtual rooms where you can share confidential documents with clients and partners. Centralize all communications, and track progress through a transparent and open deal-making process.
Use templates and content capture tools to replicate success when creating and sending documents. Automate repetitive tasks, such as document generation and approval workflows, to save time and reduce errors.
Standardize your document processes across your organization so that your team can focus on higher-value activities.
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A document repository is a centralized digital space where organizations securely store, manage, and track their electronic documents.
Think of it as a highly organized, digital filing cabinet. It allows employees to easily access, share, and collaborate on documents, eliminating the need for cumbersome paper files.
In a document management system like PandaDoc, the storage/repository is just one aspect or feature of a greater whole. While PandaDoc can store your files, you can also use the platform to create documents, sign documents, negotiated deals, and more.
You can create a document repository by uploading several files or documents to a single location and organizing them with folders and metadata.
The act of consolidating documents in such a way creates a repository, and the platform you ultimately use to manage your files will have a major impact on how effective your repository can become.
PandaDoc offers a more narrow focus than most file storage platforms systems because the platform is designed around end-to-end document management.
For example, while Dropbox offers cloud storage for any type of file or document, PandaDoc is primarily focused on business documents like proposals, contracts, and quotes.
Similarly, while Google Drive and Microsoft OneDrive are more document focused, PandaDoc provides end-to-end document management tools — including document creation, approval workflows and e-signing functionality — all in one place.
PandaDoc aims to be an online document repository with enterprise-grade security features.
We’re SOC 2 Type 2 certified, and your workspace can be tailored to suit both HIPAA and GDPR compliance.
Additionally, PandaDoc encrypts all data both sending and at rest with AES-256 and modern encryption key management.
All documents uploaded to PandaDoc feature a variety of access control and collaboration tools.
When adding team members and collaborators to a file, you’ll be able to control their permissions and how they are able to interact with your document.