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PandaDoc

SaaS Product with Built-in Electronic Signatures

(1,621 Ratings) Write Review

What is PandaDoc and how does it work? 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.

FOLLOWERS 76,228 19,351 5,028 3,870

PandaDoc Awards

PandaDoc Features Show All Features

Proposal Features

PDF ExportEnables to export the document to PDF file for easy sharing
Collaborative EditingInvite individuals or team to co-edit the documents, pictures in real-time
Document AnalyticsHelps to know the complete insights of a document like who, when and how it is used.
Document Audit TrailTracks the document signature history and timestamp for legal attestation
CRM IntegrationAutomatically sends and receives the relevant information to the CRM Software that helps in time management
Document LibraryCentral repository to manage your assets like Images, PDF files, etc.,
Approval WorkflowThe approval workflow is a common business process that requires someone to sign off on the data at a certain stage. Approval workflows require multiple checks throughout the process and from a variety of different stakeholders. Most workflows require some kind of approval built into them.
e-SignatureAn electronic signature, also known as an e-signature, is a legal method of obtaining permission or approval on electronic documents or forms. In almost every process, it can take the place of a handwritten signature.
Customizable BrandingBrands allow consumers to personalize both packaging and product. By allowing buyers to customize flavor, food form and even the actual packing design of products, brands are putting more power than ever before into the hands of the consumer, ultimately trusting them to create a meaningful experience.
Customer PipelineA sales pipeline is the combination of the different stages leads move through, from the first contact you make with them until they’re closed as paying customers.
Alert NotificationsAlert notifications are actionable and content-rich push notifications sent by a software. These notifications can be for anything from new leads to cases that have been ignored or discount requests.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.
Access ControlAccess control is the method for limiting access to sensitive information. Through an access control gateway, only those whose identities have been validated can access company data. This selective restriction of data is done using authentication and authorization.

PandaDoc Technical details

Support	24/7 (Live rep) Business Hours Online	Customer Type	Large Enterprises Medium Business Small Business
API		Location / Phone Number	San Francisco, California
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS	Official Website	https://www.pandadoc.com/
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS	Category	Proposal Software

PandaDoc Pricing

Pricing ModelFree Trial , Freemium , Subscription , Quotation Based

MONTHLY YEARLY

Free eSign

Free

Upload, send for eSignature and collect payment for as many documents as you’d like.

Features

Unlimited legally binding eSignatures
Unlimited document uploads
Payments
Mobile app

Essentials

$19 /User/Month Billed Yearly

Create docs with templates or the built-in editor. Collect eSignatures and track docs in real-time too.

Features

Includes features of Free plan, plus
Templates
Rich media drag and drop document editor
Pricing tables
Document analytics
24/7 email and chat support

Business

$49 /User/Month Billed Yearly

Connect your CRM and automate your document workflows from creation to eSignature.

Features

Includes features of Essential plan, plus
CRM and Zapier integrations
Content library
Custom branding
Approval workflows
Forms (New)
Bulk send

Enterprise

Custom

For teams that require more capabilities including integrations like Salesforce and API.

Features

Includes features of Business plan, plus
SSO support and custom user roles
Unlimited number of team workspaces
Salesforce integration
User performance and content reporting
API

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Disclaimer: The pricing details were last updated on 25/11/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about PandaDoc pricing.

PandaDoc Alternatives PandaDoc Alternatives

(2587 RATINGS) DocuSign DocuSign enables its users to sign and manage documents and agreements electronically. The software... read more Visit Website PandaDoc vs DocuSign

(1168 RATINGS) Adobe Sign Adobe Sign is a platform that enables its users to sign and track documents electronically to help... read more Visit Website PandaDoc vs Adobe Sign

(840 RATINGS) Proposify Proposify is a proposal software that helps its users to create, send, track, and e-sign the... read more Visit Website PandaDoc vs Proposify

(237 RATINGS) HoneyBook HoneyBook is a client monitoring solution, helping out small businesses to book clients, manage... read more Visit Website PandaDoc vs HoneyBook

(1965 RATINGS) HelloSign HelloSign is trusted by business organisations worldwide and can be used to streamline legally... read more Visit Website PandaDoc vs HelloSign

(3565 RATINGS) signNow signNow is a smart electronic signature software that facilitates the easy signing of digital... read more Visit Website PandaDoc vs signNow

Conga Contracts Conga Contracts is a complete Contract Lifecycle Management tool that lets the user automate and... read more Visit Website PandaDoc vs Conga Contracts

(78 RATINGS) Ideagen Huddle Huddle is a comprehensive team collaboration software for businesses, helping them to manage... read more Visit Website PandaDoc vs Ideagen Huddle

(779 RATINGS) Qwilr Qwilr is an intuitive proposal and quotes management software that enables B2B companies, agencies... read more Visit Website PandaDoc vs Qwilr

(31 RATINGS) Bidsketch Bidsketch is a professional proposal management software that can be used to create the best... read more Visit Website PandaDoc vs Bidsketch

PandaDoc Reviews

OVERALL RATING 4 Based on 1,621 Rating(s)

Rating Distribution

Excellent 84 %
Very Good 12.3 %
Average 1.5 %
Poor 0.5 %
Terrible 1.7 %

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Videos on PandaDoc

PandaDoc eSignatures - Built-in secure legally-binding electronic signatures

Sales documents that close - PandaDoc

Automate your sales document workflow with Bulk Send

PandaDoc Screenshots

Bulk Download

PandaDoc Slides

5 prescriptions to close deals faster

PandaDoc FAQs

Q. What is PandaDoc used for?

PandaDoc is Proposal Software. PandaDoc offers the following functionalities:

PDF Export
Collaborative Editing
Document Analytics
Document Audit Trail
CRM Integration
Document Library
Approval Workflow
e-Signature
Customizable Branding
Customer Pipeline
Alert Notifications
Contact Management
Access Control

Learn more about PandaDoc features.

Q. What are the top alternatives for PandaDoc?

Here`s a list of the best alternatives for PandaDoc:

Q. Does PandaDoc provide API?

Yes, PandaDoc provides API.

Articles on PandaDoc

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Free and Open-Source Software Top 8 Proposal Software in 2021 Business proposals are how you get jobs and assignments, and having a messy list of proposals can... read more

Top Software What Are the Top Contract Management Software to Use in 2021? If contract management is done manually, there is a huge margin of errors, and this can hinder the... read more