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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
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85% 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
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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 | Quotient is an advanced cost management software that allows businesses to deliver excellent looking quotes enabling the best possible customer experience. The software can be used to send emails to customers with a personalised link showcasing the required quotations. The quotes produced by Quotient can be filled with images, website links and files to provide customers with everything that they need to make a decision. Users can even mark items as optional, giving customers a chance to choose the products that best suit their requirements. Quotient allows customers to add questions within the quote and users can start a ‘paper trail’ to answer the questions. At the end of the quote, an ‘I Accept’ checkbox is present that a customer has to click on in order to accept the deal. This also makes the deal a legally binding agreement. Moreover, Quotient even allows users to turn their perfect quote into a template and use the same to send quotes to their next customer in real-time. Read more |
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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
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85% 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
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SaaSworthy Awards | # 1 Most Worthy # 1 Fastest Growing | # 7 Most Popular |
Total Features |
13 Features
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11 Features
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Common Features for All |
Access Control
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
PDF Export
e-Signature
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Access Control
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
PDF Export
e-Signature
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API Support |
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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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Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Free eSign Free Essentials $19.00 $29.00 per user / month Business $49.00 $59.00 per user / month Enterprise Custom |
One Man Band $25.00 $25.00 per month Business Time $45.00 $45.00 per month |
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View Detailed Pricing
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Screenshots |
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Videos |
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Company Details | Located in: San Francisco, California Founded in: 2011 | Located in: Hamilton, New Zealand Founded in: 2011 |
Contact Details |
Not available https://www.pandadoc.com/ |
Not available https://www.quotientapp.com/ |
Social Media Handles |
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