See how you can setup automations to increase efficiency across your team
With document workflow automations in PandaDoc, your documents go where you want them to, automatically.
Document workflow automation
Automate manual
and repetitive tasks
Complete 87% more documents in half the time. Use PandaDoc’s document workflow software to build more efficient processes and manage important docs securely and instantly.
Over 50,000 customers use PandaDoc to automate workflows
What is document workflow automation?
Document workflow automation involves using technology to create automatic processes to create, edit, review, approve, and send documents. Using PandaDoc to build time-saving workflows empowers your teams to reduce repetitive, manual tasks, minimize errors, and maintain consistency.
Automated workflow management enhances collaboration and allows your team to focus on higher-value tasks like scaling your business.
Streamline your document workflow from creation to signing to storage
Automate time-consuming tasks
Use pre-made automation to sync information with CRM systems or schedule follow-ups once the document has been sent, signed, or approved. Automated reminder emails, approval workflows, CRM integrations, and seamless team collaborations keep your document processes running smoothly in the background, helping you focus on creating stunning documents that increase your close rate.
Boost your team’s productivity
Focus more on value-added work rather than repetitive tasks. Our easy-to-use automated workflows ensure that all the boring stuff happens in the background. Enterprise workflow automation software allows you to keep your entire team on the same page by editing documents simultaneously in real-time, gathering important feedback within a single doc, and transferring document ownership from one user to another to keep your office running smoothly.
Centralize your existing workflows
Out-of-the box integrations with your CRM allow your team’s proposals to get out the door faster and eliminate manual data entry errors.
"PandaDoc is making this so much more efficient than it once was. The Hiring Packages are a breeze to send to candidates… this would’ve been a time-consuming administrative burden if it weren’t for PandaDoc."
Director of Business Systems & Processes
Document workflow solutions to help you work smarter and faster
Document generation
Use customizable, pre-made templates and smart content to decrease document generation time by up to 50%.
Smart variables and conditional content change based on user input, allowing you to create templates with pre-defined placeholders. Variables are replaced with customer-specific details, helping you create customized, error-free documents faster.
Editing
Pre-made templates and drag-and-drop functionality make it easy to tailor documents for your customers. Automated version tracking ensures that the most recent changes are saved and accessible, preventing confusion or overwriting issues.
Document approvals
Built-in approval workflows ensure that documents go through the correct review process automatically, notifying stakeholders when it’s their turn to review or edit.
Setting up automations is easy
Open a document template
Open a template you’d like to set up an automation for, then select automations at the top of the page.
Create an automation
Click “Create automation” and choose a desirable action from the list, like moving a document to a folder or cloud storage or sending a document when its status is updated. Once you set up an automation within your template, any new documents created from that template will inherit the same setup.
Enjoy the ease of use
Utilize your automations to improve business processes and tweak them easily if needed. To disable or delete them, go to the top of the page, select automations, and switch off the toggle beneath any features.
See document workflow automation
in action
"PandaDoc is great for building dynamic proposal templates and pitch decks. New documents can be created directly from these templates, making customization easy and efficient."
Manager Partner Revenue River
Automate document creation and management
Contract & proposal creation
Why start from scratch when you can use templates with all the requirements and necessary legal terms?
Document management
Automations help you create the ideal document management workflow for your team’s needs. Set permissions to safeguard sensitive data and use audit trails to monitor activity and recipient behavior.
Track approvals & signatures
Shorten the time it takes to complete a document by embedding each necessary approval into one comprehensive, coherent, automated documentation workflow. Create signing orders and notifications so team members know when they need to take action to approve, edit, or sign documents.
Create automations to simplify your tasks
Work smarter with custom automations
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Frequently asked questions
What is document automation software?
Document automation software automates the tedious and repetitive task of creating important business documents every day. Not only does it free up your team members’ time and let them focus on higher-priority work, but the end results are more professional-looking and on-brand documents, complete with interactive pricing tables, videos, GIFs, and more.
How do PandaDoc automations work?
PandaDoc Automations feature will trigger an action, once the document status changes to Sent or Completed. Automations work with templates — so, when you set up an automation within your template, all new documents created from this template will inherit the automation.
What actions do automations perform?
Automations perform the following actions: send another PandaDoc document, move a document to a PandaDoc folder, save a completed PDF on cloud storage, change the stage in CRM, update or add a record in CRM, and create a record in HR tools. Read more here.
Which types of documents have automations applied?
You can apply automations to any type of document inside PandaDoc — proposals, contracts, quotes, financial documents, and others.
What types of documents can PandaDoc be used for?
PandaDoc can be used for any digital document that your business needs to create, send, sign, or track. Customers vary across a wide range of industries including tech, professional services, revenue teams, healthcare, education, and finance. No matter what industry you work in, you can rest assured that your PandaDoc documents will be safe and protected.PandaDoc can be used for any digital document that your business needs to create, send, sign, or track. Customers vary across a wide range of industries including tech, professional services, revenue teams, healthcare, education, and finance. No matter what industry you work in, you can rest assured that your PandaDoc documents will be safe and protected.
How much will document automation software improve company efficiency?
User-friendly drag-and-drop capability and customizable templates allow you to create media-rich documents in 50% less time. On average, our customers also see 87% more completed docs every month. And if those states aren’t enough for you, we see an increase of up to 36% in close rates across our customers. Imagine your current workflow cut in half — that’s a lot of extra time that you’d be able to use for more important things, like scaling your business.
PandaDoc’s document automation software isn’t just a time-saving tool though. It will also save your team some headaches and help build automated workflows that puts mundane tasks on autopilot. In fact, some customers report an average of 65% reduction in document creation time (even more than the 50% listed above!) and a 30% reduction in time-to-close. You can learn more about how much time our software saved different companies by checking out our Case Studies.
Can I configure automations with a template?
Yes. After you configure settings at the template level, all new documents created from that template will inherit the automation setup.
How easy is it to integrate PandaDoc with other tools?
We make it extremely easy to integrate PandaDoc with other tools. However, some tools are more complex, and integrating the software can take a few steps.
For some tools, all you have to do is go to their marketplace, find PandaDoc, and hit “Install.” Other tools — especially those that offer more customization options — may require a few additional steps to connect to PandaDoc. And if the product is not supported directly, you can always build a custom integration using our powerful API to connect PandaDoc to virtually any system you are running.
Although the exact steps you need to take to integrate PandaDoc depends on which business tool you’re using, our support team is always ready to help by walking you through the integration process step-by-step.
Dozens of market leaders have already chosen PandaDoc as their document automation platform of choice, including Tata Steel, Autodesk, Rakuten, TomTom, and Bonusly. Now could be your chance to join the club!
How secure is document automation software offered by PandaDoc?
Security is our number one priority. We go above and beyond to ensure the safety and privacy of every document created in our software. We’re SOC 2 Type II certified, as well as HIPAA, FERPA, ESIGN, UETA, and GDPR compliant. Our servers are handled by Amazon AWS and designed for maximum security.
Are eSignatures legally binding?
Yes. You can count on PandaDoc to collect legally binding eSignatures. We include an electronic certificate with every eSignature so you can have confidence that the information you’re collecting will stand up in court.
Working across borders? Electronic signatures are legally binding in most countries, but to make things even easier, we’ve outlined eSignature laws in various parts of the world here.