PandaDoc

The all-in-one tool to create, collaborate, and eSign documents

Adhesion Co. is a PandaDoc Partner

PandaDoc Partners specialize in helping you automate your document creation, implement workflows, develop templates, covert paper documents to templates, and integrate PandaDoc with your other applications. Whether you'd like help deciding how to start or need a hand implementing it, we're experts in helping you eliminate manual tasks and achieve operational efficiency through workflow automation. Schedule a call today to get started.

Automate document creation

Automate the creation of beautiful, on-brand, and legally-approved documents. Fast. Easy. Compliant.

  • Templates — create a library of proposals, quotes, forms, contracts, and more. Customize templates with the built-in editor or create your own.
  • Integrations — works with the tools you're already using, including every major CRM and productivity suite. Plus an open API.
  • Compliant — lock legal content to prevent costly errors. Add a library of pre-approved contracts and clauses.

Collaborate with powerful workflows

Streamline document creation, approvals, negotiation, and signing. Get documents completed faster.

  • Roles — collaborate with anyone from in and outside your team or company with flexible roles and permissions.
  • Comments — comment and respond right in the document to resolve issues faster.
  • Approvals and Negotiations — enable painless collaboration with internal and external reviewers with approval workflows, and version tracking.

Sign documents electronically.

Improve the speed and security of signing with built-in electronic signature.

  • Mobile — make it easy for clients to sign docs whether they're on their desktop or smartphone.
  • Security — keep documents secure with 256-bit encryption. HIPAA compliant. SOC 2 Type II certified.
  • Audit trail — get proof of who opened, viewed, and signed a document and when.

Track and analyze engagement.

Get powerful real-time insights into what is happening with every document.

  • Track engagement — see who has opened, viewed, and signed. Learn who hasn't engaged yet.
  • Real-time alerts — instant email and mobile app notifications tell you when someone is engaging.
  • Optimize — use the insights from analytics to learn what’s working, and improve your workflows.

Our Implementation Process

Discovery and Planning

We spend most of our time here learning all about your business and the systems you use, both technical and manual “systems”. Understanding your business processes is critical. We then map out a plan for early impact and success.

Design and Documentation

You wouldn't build a house without blueprints and system implementations are very similar. The design and documentation process helps ensure everyone is on the same page, validates what the desired outcome is, and provides a roadmap for implementation.

Implementation and Customization

The best systems are customized to the uniqueness of your industry and organization. The time spent here will make the system relevant and user friendly to your team members while enabling them to operate most efficiently within the new system.

Migration

Every system requires data. The standardization of that data it critically important to a successful migration. We spend our time helping you gather and compile data from any systems that you use today so that it can be easily transferred to your new system.