PandaDoc is document software for creating, sending and e-signing proposals, quotes and contracts, with an AI Assistant built in. The assistant drafts and refines copy in text blocks, summarizes long documents, and answers direct questions about terms, pricing or deadlines, so you don’t have to search the file by hand. Predictive analytics flags when a prospect is most likely to sign and catches mistakes before a document goes out.
Asking a document “what’s the payment deadline in this contract?” instead of scrolling through pages of legal language is the practical time saver. It suits sales and operations teams handling many agreements a week, where re-reading every one in full isn’t realistic. Sign-likelihood scoring also helps you prioritize follow-up rather than guess who to contact next.
Beyond the AI layer, PandaDoc offers a drag-and-drop editor, prebuilt templates, Smart Content, and automatic variable-filling from connected CRMs such as Salesforce, HubSpot and Pipedrive, plus workflow and approval automation. Pricing isn’t shown on the homepage, so check the dedicated pricing page for current tiers and which plans include the AI features.
