PandaDoc

PandaDoc is a document tool for sales teams. Reps build proposals, quotes and contracts from approved templates, pull pricing and contact details from the CRM, and send them for e-signature without switching tools.

It shows when a buyer opens a document and which sections they spend time on, which helps a rep time the follow-up. Content libraries keep standard sections and product descriptions consistent, approval workflows route discounts or non-standard terms to a manager, and AI features help draft and edit document text.

It is common with small and mid-size teams that want quotes and signatures in one place without a full CPQ system. Check how pricing tables map to your products in the CRM, whether its e-signature meets the requirements for your contracts and regions, and who will maintain the templates.