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PandaDoc

Take the work out of your document workflow

5.0 3 Reviews
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PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business. PandaDoc integrates with your CRM, saves your team time, and provides transparency into your sales performance.
PandaDoc
2011
United States
  • Accounting
  • Education-management
  • Financial-services
  • Hospital-health-care
  • Nonprofit-organization-management
5 Industries
  • English
1 Language
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LICENSING & DEPLOYMENT

SUPPORT

  • Email
  • 24x7 Support

Knowledge Base

  • Help Guides
  • Video
  • Blog

PandaDoc Core Features

Document Management

  • Collaboration Tools
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Document Sharing
  • Document Storage
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Version Control

Quoting

  • Automated Quoting
  • Contact Management
  • Customizable Branding
  • Discount Management
  • E-Signatures
  • Multi-Currency
  • Product Configurator
  • Quote Creation
  • Quote Tracking
  • Templates

Proposal Management

  • Audit Trail
  • Collaboration
  • Contact Management
  • Document Management
  • Electronic Signature
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management

Document Generation

  • Collaboration
  • Digital Signature
  • Document Management
  • Document Security
  • Easy Integration
  • Interaction Tracking
  • Multiple Output Formats
  • Process/Workflow automation

Business Plan

  • Business Plan Templates
  • Canvas Modeling
  • Collaboration
  • Dashboard
  • Financial Templates
  • Social Sharing
  • Text Editor

RFP

  • Collaboration
  • Files Management
  • Process Flowchart
  • Reporting & Analytics
  • Requirement Management
  • Task Management

Forms Automation

  • Collaboration Tools
  • Electronic Signatures
  • Forms Automation
  • Forms Builder & Design
  • Mobile Forms
  • Offline Forms
  • Reporting & Analytics
  • Task Management
  • Workflow Management

PandaDoc Pricing

Pricing Type

  • Free

Payment Frequency

  • Monthly Payment
  • Annual Subscription
  • Quote Based
Vendor pricing page Get Free Trial

PandaDoc Reviews

5.0 3 Reviews
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🏃 Brent W Peterson

Great tool for creating, sending, signing and organzing your documents

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

Review Summary

We have been using PandaDocs for a number of years and found it an invaluable tool to create our quotes, reports and contracts for our clients. It has helped us to keep everything in one place and the templates are especially useful for quickly creating documents even from our CRM.
Machell Enke

Great Solution for Document Management Needs

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

Review Summary

Have been using PandaDoc 3+ years for all our contract and proposal management needs. The integration with Salesforce and E-Signature functionality streamlined our sales to services process and drives data integrity. Love the UI and customer support is awesome.
Danielle Martin

Easy and Customizable Platform

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating

Review Summary

PandaDoc has worked great for our office. It is easy for our staff to use and the customization of templates and documents in the platform makes for a smooth process.
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