PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. PandaDoc allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging. The built-in e-signature feature allows signers to approve and sign the documents from anywhere anytime.
PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. PandaDoc allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging. The built-in e-signature feature allows signers to approve and sign the documents from anywhere anytime.
Specifications
Business Size
Small
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
Document Management
Messaging System
Proposal Generation
Application Integration
Application Sharing
Applications Management
Workflow Management
Access Controls
Collaboration
Document Conversion
Document Delivery
Document Indexing
Email Management
Dashboard
Knowledge Base
Quotes / Estimates
Data Import & Export
Capture Management
Templates
Digital Signature
Approval Workflow
Analytics
Batch Processing
Benefits
Create Documents in Minutes
Quickly create proposals, quotes, and contracts from pre-built templates, content from marketing, and customer data from your CRM. Gain access to a library of 400+ templates that ready to go.
Enjoy Seamless Integrations
Simplify processes and increase efficiencies across your entire organization when you integrate your existing CRM, payment, and file storage apps into a unified workflow. Integrations available with all common CRMs.
Close Deals Faster
Accelerate your propose to close time with interactive comments, e-signature, link sharing, and customer insight. Know when customers are opening, interacting or signing the documents you send them.
Look More Professional
Stand out from your competitors by creating stunning, interactive sales documents with custom design themes and embedded rich media.
Content Management and Organization
Distribute your content by teams, departments, projects, or specific groups of people with our workspaces feature. You can even organize your content by folders or with tags.
Configure Price Quote
Our platform includes robust CPQ functionality. Include dynamic pricing tables inside of your documents and auto calculate discounts, taxes, and margins with little effort.
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