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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 | WeSuite is the #1 sales management software for security, IT and AV integrators. Created by systems integrators for system integrators, WeSuite builds sales strong by providing flexible lead management, detailed estimating, mobile quoting, automated proposal and contract generation, e-signature, and real-time detailed sales reporting. With QuoteAnywhere G2.0 your prospects & customers can sign on the spot! Choose integrated signing services with either DocuSign or e-original to automate the process. 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 |
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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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Platforms Supported |
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API Support |
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User Rating |
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User Sentiments |
Ease of Use, Document Tracking, Template Functionality, Extensive Integrations Occasional Software/System Outages, Limited Document Editing, Emails Landing in Spam Folders, Convoluted Pricing Tiers |
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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 |
WeOpportunity $29.95 $29.95 per user / month WeEstimate $49.95 $49.95 per user / month WeSuite Core $74.95 $74.95 per user / month |
View Detailed Pricing
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View Detailed Pricing
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edge CRM
4.7 Based on 58 Ratings |
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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: White Plains, New York |
Contact Details |
Not available https://www.pandadoc.com/ |
Not available https://www.wesuite.com/ |
Social Media Handles |
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