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About PandaDoc

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.

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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    100%
  • Reviews
    100%
  • Momentum
    78%
  • Popularity
    100%

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • 24/7 (Live rep), Business Hours, Online

PandaDoc Awards

PandaDoc Features

Proposal Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    100%

PDF Export

Enables to export the document to PDF file for easy sharing

Collaborative Editing

Invite individuals or team to co-edit the documents, pictures in real-time

Document Analytics

Helps to know the complete insights of a document like who, when and how it is used.

Document Audit Trail

Tracks the document signature history and timestamp for legal attestation

CRM Integration

Automatically sends and receives the relevant information to the CRM Software that helps in time management

Document Library

Central repository to manage your assets like Images, PDF files, etc.,

Approval Workflow

Allows to route the documents to one or multiple people for seeking their approval

e-Signature

Electronic Signatures help users to sign their digital documents remotely

Customizable Branding

Facilitates brand marketing as per the brand-owner's requirement and preference

Customer Pipeline

Helps to manage sales and business prospects and boosting them down the sales funnel

Alert Notifications

Alerts the user when predefined criteria is met

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

PandaDoc Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

MONTHLY YEARLY

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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

View All PandaDoc Alternatives

PandaDoc Reviews

User Rating

4.2/5 (Based on 1,638 Ratings)

Ratings Distribution

  • Excellent

    82.3%
  • Very Good

    13.7%
  • Average

    1.7%
  • Poor

    0.7%
  • Terrible

    1.6%

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PandaDoc User Reviews

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PandaDoc FAQs

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.

What are the top alternatives for PandaDoc?

Does PandaDoc provide API?

Yes, PandaDoc provides API.

PandaDoc Contact

Vendor Details

San Francisco, California Founded : 2011

Contact Details

Not available

https://www.pandadoc.com/

Social Media Handles

Customers

Above Green
Werfen
Impact
Grow
Crosscard
Interlace Health
ACT Holding
TPD
Digital Brew
VerifiedFirst

PandaDoc Integrations

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