General features
PandaDoc is document management software that allows its users to create, deliver, and share documents online and place their electronic signatures for faster paperless transactions. It includes robust CPQ functionality so users can create error-free, interactive proposals and quotes fast. PandaDoc’s roles management feature allows users to control document access by roles. PandaDoc supports cloud technology to provide everything document related. It allows creating contracts, quotes, proposals, legal documents etc. PandaDoc comes with free templates that enable users to create invoices, receipts, quotes, agreements and proposals. It provides real-time analysis of proposals.
Newer Innovations
PandaDoc’s cost and margin calculation add-on Enable users to automatically calculate their profit margin on every item. It provides content and image libraries to store reusable content allowing creating flawless documents fast. PandaDoc provides content locking facility to block content that user don’t want someone to change. Its document branding allows users to add their company logo and footer in emails. PandaDoc also provides document theme catalog and editor to ensure consisting branding of documents. It provides the facility to protect the document with an access code so the right recipient would receive it. PandaDoc also provides the facilities like document auto numbering and document forwarding.
Why use it?
PandaDoc is web based document management software that helps improving deal workflow, insights, and speed while delivering an amazing buying experience.
Industry’s Positive Comments
Some of the positive comments of the people in the industry are –
PandaDoc’s Support team is always there to solve any issue.
It is very easily built-in with other packages.
It is a fairly organized and orderly program.
It provides quoting/contracting integration to HubSpot.
It allows working the payment processes in a comfortable way.
Needs Improvement
Some of the people in the industry want its file conversion system and customer service to be improved. It does not provide mobile adaptation in new version.
Similar Products in Industry
Other Similar products available in market are Icertis, Scout RFP, Accelo, Conga Contracts, Oneflow, Pramata, DealHub.io, DocuSign CLM etc.