PandaDoc

PandaDoc

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9.4/10 (Expert Score)
Product is rated as #4 in category E-Signature Software
PandaDoc is a web-based document management solution that allows users to create, deliver, and share documents online and place their legally binding signatures for faster paperless transactions and processes.
Ease of Use
9.3
Features
9.4
Value for Money
9.5
Customer Support
9.5
PROS:
  • Ease of use
  • Online delivery and sharing
  • Legally binding signatures
  • Powerful document creation tools
CONS:
  • Some users have reported issues with the automation features.
  • The interface can be somewhat confusing for first-time users.
  • There is no free trial or demo available.

About PandaDoc



PandaDoc is a web-based document management solution that allows users to create, deliver, and share documents online and place their legally binding signatures for faster paperless transactions and processes.

The system supports various document forms including PDFs, Docs, and other preexisting digital documents. It works well with quotes, contracts, agreements, and other sales collateral.

The software can be used by any business or organization where document building, sharing and delivery are integral to operation. It is ideal for use by the sales, marketing, finance, legal and operations departments. Likewise, it can greatly help HR executives and training managers who need to control document access by role, create documents for new hires, or track training documents, all from a central dashboard.

The importance of business and productivity solutions like that of PandaDoc’s cannot be understated. All businesses deal with documents, and that means millions of tons of paper are consumed everyday worldwide. You can imagine the number of trees needed for that. PandaDoc is essentially a green solution that supports paperless business. Another thing is the productivity and cost savings that can be gained without physically delivering documents for signature; more so if that document requires several signatures from various persons in different locations.

PandaDoc harnesses cloud technology to facilitate everything document related. You can create contracts, quotes, proposals, HR documents, legal documents and many others. The software comes with dozens of free templates, enabling you to easily create invoices, receipts, quotes, plans, agreements, proposals, and other business documents. You can choose a template from the comprehensive library and customize it with options to change currency, language, and others. You can even put in your own corporate elements to reinforce your branding across all your documents.

The line-up of robust features makes PandaDoc your all around document management platform. Being web-based, it enables concerned individuals to approve and sign documents anywhere at anytime with the built-in electronic signature function. The software is designed with a collaboration feature that allows teams from separate locations to conveniently work together on a particular document by simply logging in and commenting.

With its advance analytics, PandaDoc provides real-time analysis of proposals which comes in handy for your sales or marketing teams. They’ll get to know who has viewed each proposal, how many times the proposal was see, and how much time was spent viewing each proposal page. Such detailed insights empower your sales and management teams to make the right action at the right time, reduce time-to-close periods, and boost your proposal win rates. You can easily view and track proposals at each stage — drafted, sent, viewed, and completed.

Typical customers
  • Small businesses
  • Mid size businesses
  • Large Enterprises
  • Freelancers

Platforms supported
  • Web
  • iPhone
  • iPad

Mode of Support
  • Chat
  • Knowledge Base
  • FAQs/Forum
  • Email/Help Desk
  • Phone Support

Training options
  • Webinars
  • In Person
  • Live Online
  • Documentation
  • Videos

Features

Overview of PandaDoc Features

  • Configure, Price, Quote (CPQ)
  • Cost & Margin Calculation
  • Contract Lifecycle Management
  • Electronic Signatures
  • Payments
  • Multiple Workspaces
  • Roles Management
  • User mManagement
  • Content & Image Libraries
  • Content Locking
  • Branding
  • Approvals
  • Audit Trail
  • Document Builder
  • Document Analytics
  • Document Themes
  • Document Access Code
  • Document Forwarding
  • Document Sender Selection
  • Document Auto Numbering
  • Auto Reminders
  • Expiration
  • Template Embedding
  • Webhooks

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Pros and cons


PROS:
  • Ease of use.
  • Online delivery and sharing.
  • Legally binding signatures.
  • Powerful document creation tools

CONS:
  • Some users have reported issues with the automation features.
  • The interface can be somewhat confusing for first-time users.
  • There is no free trial or demo available.

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Benefits

  • Online signatures.
  • Contract management.
  • Workflow automation.
  • Allows users to create, deliver, and share documents online.
  • Seamlessly integrates with Third-Party Applications.

Starting from: $19 per month Pricing model: Subscription Free Trial: Not Available

Free–Not available Essentials $19 per month/user Business $49 per month/user

Specification: PandaDoc

Best For

Large Business, Medium Business, Small Business

Free Trial

Available

Pricing Plans

Basic
$9.99 per month
or $7.99 if billed yearly

Professional
$39.99 per month
or $31.99 if billed yearly

Professional plus
$79.99 per month
or $63.99 if billed yearly
DocuSign Business – $30/user per month
Up to 10 seats, unlimited sends, advanced features

DocuSign Business Premium – $125/user per month
Up to 10 seats, unlimited sends, power features

DocuSign Enterprise
11+ seats. Get your customized quote.

Starting Price

$9.99/month

Device Supported

Web Based

Deployment Type

Cloud Hosted

Customer Support

Email, Live Support, Phone

API

Yes

Photos: PandaDoc

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