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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

PandaDoc logo
Proposal Software

4.7 3,448 user ratings

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79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

NiftyQuoter logo
Proposal Software

4.4 11 user ratings

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Overview

Description PandaDoc is a document builder responsible for workflow management that streamlines and accelerates the user's document processes. It also creates, tracks, and processes documents. The tool offers features under many categories such as proposals, quotes, team management, document access code, content management, branding, tracking, workflow, productivity, etc. The content locking feature of PandaDoc restricts the user's team members from editing a block of content in templates or library items. It integrates with several Customer Relationship Management software that has ERPs. The user can set up new or existing templates and send and e-sign proposals or agreements. The creation and sending of quotes are easy to execute, along with direct workflows. Users can upload the files quickly and send them right away. The transactional documents can be stored as well. The tool can also open discussions with the user's customers, close deals faster, collect payments, organize documents, and much more. Read more NiftyQuoter online proposal software comes with gorgeous professional-looking customizable themes. The search bar at the top of each page allows you to get to any of your proposals or clients from every page in the app. Switch the dashboard to display all proposals or just the proposals created by you or one of your coworkers. The editing process couldn't be more intuitive. It's a true WYSIWYG form of editing, no need to click back and forth between preview and editing. You can upload images and place them in the proposal, also you can upload and link PDFs or other files to proposals. Read more
Pricing Options
  • Free Trial Available
  • Starts at $19.0. Offers Free-forever and Custom plan.
  • Free Trial Available
  • Starts at $29.0.
SW Score & Breakdown

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    100%
  • Momentum
    69%
  • Popularity
    100%

79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    92%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    65%
SaaSworthy Awards # 1 Most Worthy # 1 Fastest Growing
Not Available

Features

Total Features
13 Features
10 Features
Common Features for All
    Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
    Alert Notifications Alerts the user when predefined criteria is met
    Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
    CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
    Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
    Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
    Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
    Document Audit Trail Tracks the document signature history and timestamp for legal attestation
    Document Library Central repository to manage your assets like Images, PDF files, etc.,
    PDF Export Enables to export the document to PDF file for easy sharing
    e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 10 More - Show Less
    • Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
      Alert Notifications Alerts the user when predefined criteria is met
      Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
      CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
      Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
      Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
      Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
      Document Audit Trail Tracks the document signature history and timestamp for legal attestation
      Document Library Central repository to manage your assets like Images, PDF files, etc.,
      PDF Export Enables to export the document to PDF file for easy sharing
      e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 7 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • Available

    Reviews & Ratings

    User Rating
    4.7/5 3,448 user ratings
    4.4/5 11 user ratings
    Ratings Distribution
    • Excellent

      74.7%
    • Very Good

      19.1%
    • Average

      3.8%
    • Poor

      1%
    • Terrible

      1.3%
    • Excellent

      64.7%
    • Very Good

      17.6%
    • Average

      5.9%
    • Poor

      11.8%
    • Terrible

      0%
    Review Summary

    Overall, Pandadoc is a user-friendly and reliable CPQ solution that streamlines document generation, automates workflows, and facilitates secure electronic signatures. Users appreciate its intuitive interface, customization options, and integrations with popular business tools. However, some reviewers mention occasional technical glitches and a learning curve for new users. Additionally, certain features may require additional fees, and customer support could be improved. Overall, Pandadoc is a solid choice for businesses seeking to enhance their document management and sales processes, but it's essential to consider individual requirements and budget constraints before making a decision.

    Not Available
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    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $19.0. Offers Free-forever and Custom plan.
    • Free Trial Available
    • Starts at $29.0.
    Pricing Plans
    Monthly Plans Annual Plans

    Free eSign Free

    Essentials $19.00 $29.00 per user / month

    Business $49.00 $59.00 per user / month

    Enterprise Custom

    Freelancer $29.00 $29.00 per month

    Team $39.00 $39.00 per month

    Business $89.00 $89.00 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Bulk Download
    + 2 More
    Not Available
    Videos Video Thumbnail
    + 2 More
    Not Available

    Vendor information

    Company Details Located in: San Francisco, California Founded in: 2011

    Not available

    Contact Details

    Not available

    https://www.pandadoc.com/

    Not available

    https://www.niftyquoter.com/

    Social Media Handles

    Not available

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