PandaDoc

Sent the proposal. Signed the proposal. Invoiced the proposal. And no one will ever know it took 4 minutes 🤫

Stop checking 4 tabs just to follow up on a document. PandaDoc's AI Assistant pulls your document activity, recipient analytics, and sends reminder emails — all from one place. What would you want AI to handle in your workflow?

Something recently shifted how I think about our product roadmap, and I think it applies to every SaaS company building right now. We're building the second version of our MCP at PandaDoc so our product works natively inside the leading foundational models. This is not a chatbot or some flash feature to market "talk to your documents." We're making PandaDoc callable by any AI agent, in any environment, so that it can create a document, pull a contract summary, search agreement history, or trigger a signing workflow without ever opening our app. This is a fundamental shift in how SaaS products get used that we're banking on. For 15 years, we've designed software for humans clicking through interfaces. The next wave is software that works for agents acting on behalf of humans. If your product isn't accessible through those agents, you're invisible to a growing share of how work actually gets done. Here's what that looks like in practice at PandaDoc. Our growth team is architecting contract review as a service layer that any surface can invoke: the editor, the signing experience, MCP, a Claude connector, or standalone micro-apps. Our design team published LLM-oriented documentation so any AI agent can generate production-ready prototypes directly from our component library. This isn't a side project. This is how we're designing the product going forward. The way I think about it: the companies that won the last era made great UIs. The companies that win the next era will make great APIs and agent interfaces. The best product won't be the one with the prettiest screen. It'll be the one that works best when no human is looking at a screen at all. We serve 70,000+ customers, most of them are small businesses. These are people wearing five hats at once. If an AI agent can draft their proposal, route it for approval, and collect payment while they focus on their actual work, that's the promise of what we're building. Small businesses are being asked to do more with less, and this is how we help them actually do it. The interface era isn't over, but the agent era has started. We'll be ready for it.

If you're comparing document APIs, you probably started with per-signature pricing. Everyone does. But that comparison only works if signing is the only thing you need. Most teams also need generation — templates, dynamic fields, routing. And if your e-sign vendor doesn't do that, you're paying for two platforms to handle one workflow. We broke down what to actually compare ↓ https://lnkd.in/eTJ3FKia

We've come a long way 💚

"We'd love to switch, but the migration…" We hear it a lot. Here's what actually happens: ✅ Colonies: 1–2 weeks ✅ Ion Solar: 1.5 weeks ✅ Olympia Pharma: 3 weeks ✅ Crittora: 5 weeks (solo founder, no eng team) A cleaner foundation comes faster than you think with PandaDoc's API. See the proof → pandadoc.info/4s4klEj

If you're running deals in HubSpot, your proposals and contracts should move with them. But for a lot of teams, they don't. Documents end up in separate tools. Approvals take longer than they should. And deal momentum just kind of… fades while everyone's waiting on the next step. The tricky part? From the CRM, everything can still look fine. Stages are progressing. Activity's logging. But the document side is quietly creating friction nobody's tracking. We put together a quick workflow check to help teams see where those gaps are. Run the check here: https://lnkd.in/ef_nxcpC

We're heading to Washington, D.C. this week for the Small Business Expo! 🎉 If you're attending, come find us at Booth #512 on March 8th — we'd love to connect and chat about how PandaDoc is helping small businesses close deals faster and ditch the paperwork headaches. See you in D.C.!

Most deal cycles don't die from bad pricing, they die from operating slowly. I've seen rep spends 40 minutes manually building a quote and then have pricing approval take 3 days. Frustrated prospects have to follow up twice before a contract even gets sent. By then, the deal has cooled and your competitor was faster. At PandaDoc, we've seen this pattern across thousands of sales teams. The problem isn't in the reps, it's the process, and specifically how many disconnected tools that process lives in. When quotes, contracts, and approvals all live in one place, two things happen: 1. Your reps spend more time selling instead formatting. 2. Your prospects experience you as organized, fast, and trustworthy. Speed is a signal and it tells your buyer how you operate. We put together a "The Deal Velocity Playbook" on exactly how to remove these four bottlenecks from your deal cycle. It's in the comments, free of charge!

What makes you sign an agreement? 5 words or less.