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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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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
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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 | RocketDocs is an integrated sales enablement platform that helps clients of all sizes and industries succeed by moving at the speed of sales, with the power of productivity. The platform of solutions makes it easier than ever to create and respond to RFPs, RFIs, and questionnaires, as well as assemble and configure proposals, contracts, and sales collateral. They know each company operates uniquely, which is why they made sure you can create custom workflows that adapt to your processes and workflows, not the other way around. You don’t have to change every detail of how you operate. Let us conform to you. 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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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
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SaaSworthy Awards | # 1 Most Worthy # 1 Fastest Growing |
Not Available
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Total Features |
13 Features
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7 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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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. |
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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 |
RocketDocs Plus Custom RocketDocs Pro Custom RocketDocs Enterprise Custom |
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View Detailed Pricing
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Screenshots |
+ 2 More
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Videos |
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Company Details | Located in: San Francisco, California Founded in: 2011 | Located in: Baltimore, Maryland |
Contact Details |
Not available https://www.pandadoc.com/ |
410.403.1189 https://rocketdocs.com/ |
Social Media Handles |
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