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.