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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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86% 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 | Proposable is a proposal software that streamlines the process of e-Signing, creating, tracking, and delivering sales collateral. It reduces the time it takes to customize new proposals by simplifying your new proposal procedure to just a few clicks. With Proposable, you can skip the traditional copy/paste and instead use replace and search on all new proposals for your clients and prospects to save time and difficulties. You can impress your customers with stunning proposals that stand out from the crowd. You can incorporate video and rich media into your proposal webpages for a more realistic sales presentation. You can activate proposal payments to get your payment. You can create proposals dynamically from CRM opportunities and feed proposal proceedings back into your CRM for a clearer view of all your ongoing negotiations. You can view through metrics and track how each recipient responds to your sales collateral. You can set up SMS or email alerts for proposal views and other important events in real time. Additionally, you can control who has to approve ideas before they are sent out with Proposable. 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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86% 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 | # 8 Most Popular |
Total Features |
13 Features
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13 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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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 |
Solo $19.00 $19.00 per user / month Team $39.00 $39.00 per user / month Enterprise $500.00 $500.00 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: Bloomington, Indiana Founded in: 2009 |
Contact Details |
Not available https://www.pandadoc.com/ |
Not available https://proposable.com/ |
Social Media Handles |
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