PandaDoc review

Overview

PandaDoc is a cloud-hosted document management tool that helps you create contracts, HR documents, quotes, proposals, and more. It is used typically by company leadership, and marketing and sales teams. The software offers a range of proposal templates that can be downloaded for free and customized for your needs. Plus, you can change the currency and language utilized in documents according to regional standards. The collaboration feature enables teams to work together on a single file with activity logging and commenting. The e-signature tool allows you to sign and approve the files from anywhere, anytime.

PandaDoc analytics offers real-time stats on data such as who has looked at the proposal, the number of times they viewed the proposal, and the amount of time spent on it. The dashboard displays a clear view of proposal performance. Finally, the software integrates with ProsperWorks, SugarCRM, HubSpot, and Salesforce.

Benefits

Enhanced Efficiency and Productivity

PandaDoc helps to significantly boost productivity by presenting tools such as inbuilt e-signatures, content libraries, and collaboration tools. With the platform, users have reported increasing value per deal by 15%, close rates by 30%, reducing time per file created by 50%, and 100% accuracy. The solution is web-based which allows you to work from anywhere, anytime, using any internet-ready device as all your documents and proposals will be digital and securely stored in the cloud.

Designed for Collaboration

Content and template libraries empower your legal, marketing, and sales teams to quickly create proposals and other documents, brand them, load them with engaging content, and ensure they are compliant with all pricing, legal, and other policies and guidelines of your organization. Use the in-proposal commenting and activity logging features to negotiate pricing and terms, and work out agreements and deals with your clients, thereby significantly reducing your close time. The collaboration functionality empowers you to complete tasks and workflows in quick time.

E-signatures for Swifter Process

If your documents need to be signed by a hierarchy of recipients in multiple places, it will take a lot of time, effort, and costs to manually perform the process with physical documents. The smart solution is to use PandaDoc’s e-signature technology to speed up the process and save time and money. The e-signatures are legally valid and you don’t have to use multiple tasks and tools to get the documents forwarded and signed.

Easy-to-Use yet Robust Document Creator

The system offers preset content blocks and templates to help you create documents quickly. Use the drag-n-drop editor to swiftly produce all types of business documents like quotes, contracts, business plans, proposals, and others. You can save a lot of time as you’d be able to craft and edit your documents and quotes in minutes. In addition, you can customize and personalize the documents to showcase your brand by adding your company logo, colors, and other elements such as text and images. Finally, you get a secure cloud location which serves as central repository for all your files, documents, and data. You can ensure no document is missed and effortlessly access them anytime you want.

Product Features

  • Approvals
  • Audit trail
  • Auto reminders
  • Branding
  • Configure, price, quote (CPQ)
  • Content and image libraries
  • Content locking
  • Contract lifecycle management
  • Cost and margin calculation
  • Document access code
  • Document analytics
  • Document auto numbering
  • Document builder
  • Document forwarding
  • Document sender selection
  • Document themes
  • Electronic signatures
  • Expiration
  • Multiple workspaces
  • Payments
  • Roles management
  • Template embedding
  • User management

Pricing

PandaDoc offers a 14-day free trial and the following pricing plans:

Individual Plan – $15/mo/user (billed annually) or $23/mo/user (billed monthly)

  • Up to 50 documents/year/user
  • 2 users max per account
  • Unlimited templates
  • Custom branding
  • Pricing tables and payments
  • Real-time tracking

TEAM PLANS

Business Plan – $49/month/user (billed annually)

  • Ideal for growing sales teams
  • Unlimited templates and documents
  • Approval workflows
  • Auto reminders
  • Content and image library
  • Standard integrations
  • Pricing does not include onboarding fees

Enterprise Plan

  • Best for larger teams
  • Advanced reporting
  • Content locking
  • Custom roles and permissions
  • Multiple teams and workspaces
  • Premium CRM integrations

API Plan – From $375/month

  • Create 250 documents via the REST API
  • Document generation
  • Embedded signing
  • eSignature
  • OAuth 2.0
  • Unlimited templates
  • Webhooks


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