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Streamline proposals, quotes & other business document workflows

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PandaDoc Overview

PandaDoc is a comprehensive document automation software that streamlines the process of creating, managing, and signing digital documents. Designed for ease and efficiency, it offers a user-friendly interface, making document handling straightforward even for beginners. Its core features include a robust template library, which speeds up document creation, and an electronic signature function, enabling fast and secure signing processes. PandaDoc's workflow automation reduces manual tasks by automating steps like approvals and follow-ups. The software integrates seamlessly with various CRM systems, enhancing customer relationship management. Analytics provide insights into document performance, aiding in strategy development. Additionally, PandaDoc supports collaboration, allowing multiple users to work on documents simultaneously, fostering teamwork and productivity.

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PandaDoc Screenshot & Video

Contact Details

  • Vendor Name PandaDoc
  • Founded 2013
  • Location United States
  • Employees 501-1000

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed

Languages Supported

English

Industries

Information Technology & Services

PandaDoc Features

  • Electronic Signature
  • Version Control
  • Search/Filter
  • Approval Process Control
  • Document Capture
  • Commenting/Notes
  • Task Management
  • Collaboration Tools
  • File Sharing
  • Audit Trail
  • Compliance Tracking
  • Alerts/Notifications
  • Activity Tracking
  • File Recovery
  • Archiving & Retention
  • Offline Access
  • Document Generation
  • Drag & Drop
  • Secure Data Storage
  • Content Management
  • Document Storage
  • Forms Management
  • Email Management
  • Document Classification
  • Document Review
  • Tagging
  • Access Controls/Permissions
  • Alerts/Notifications
  • Secure Data Storage
  • Role-Based Permissions
  • Authentication
  • Electronic Signature
  • Drag & Drop
  • Real Time Synchronization
  • Task Management
  • Version Control
  • Tagging
  • Collaboration Tools
  • Search/Filter
  • Email Management
  • File Transfer
  • Activity Tracking
  • User Management
  • Encryption
  • Commenting/Notes
  • Automatic Backup
  • Messaging
  • File Management
  • Calendar Management

PandaDoc Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial 14 Days

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription
  • Monthly Payment Monthly Payment
  • Quote Based Quote Based
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Plans & Packages

Essentials

$19 Per Month

PandaDoc FAQs

  • No, PandaDoc does not offer a free version.

  • Yes, PandaDoc offers a free trial.

  • No, Credit Card details are not required for the PandaDoc trial.

  • PandaDoc offers the following pricing plans & packages:

    Essentials

    $19 Per Month

  • PandaDoc supports the following payment frequencies:

    • Annual Subscription , Monthly Payment , Quote Based

  • No, PandaDoc does not offer an API.

  • PandaDoc offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • PandaDoc offers training with the following options:
    • In-person , Webinar , Documentation

  • PandaDoc supports the following languages:
    • English

  • Following are the typical users of the PandaDoc:
    • Self-Employed

  • PandaDoc supports the following deployment:
    • Cloud Hosted

  • PandaDoc supports the following devices and operating systems:
    • Web-Based