1
Drag‑and‑drop document editor
Create and customize documents using a rich media editor with reusable templates and layouts in a visual way.
2
Legally compliant e‑Signatures
Supports audit trails, signing order, recipient verification, signer groups, optional online notarization, and qualified electronic signatures (QES) for eIDAS compliance.
3
Interactive pricing tables
Build customizable, itemized pricing tables with discounts, taxes, and product catalog integration to present quotes and proposals clearly.
4
CPQ and catalog‑based pricing
Includes native configure‑price‑quote functionality and integration with catalogs and CRM systems to automate quote generation.
5
Workflow automation and approval flows
Configure approval routing, deal rooms, content locking, smart content, and internal automations across documents.
6
Integrations and API
Connects with CRMs like Salesforce and HubSpot, payment gateways, and offers embedding capabilities along with REST API for custom workflows.
7
Document analytics and tracking
Real‑time notifications, audit trails, recipient analytics, auto reminders, and storage and tagging help monitor engagement and manage documents.
8
Security and compliance
Provides SOC 2 Type 2, GDPR, FISMA, PCI DSS Level 1 compliance, encryption in transit and at rest, plus optional identity verification and certificate-based signing.
9
ChatGPT integration
Allows users to create, edit, preview, and send PandaDoc documents directly from ChatGPT via the PandaDoc app using natural language.
