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PandaDoc
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PandaDoc

Overview
Synopsis

PandaDoc’s seamless integration with every leading CRM allows sales teams to create, send, track, and sign contracts without leaving their CRM.

Category

Contract Lifecycle Management Software

Features

Integrations with CRMs and other tools
Unlimited templates
Unlimited docs & E-Signatures
Manager approval workflow
Document builder and editor
Email and phone support

License

Proprietary

Price

Professional $19 /month/ user
Business $39/month/ user

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Website
Company

PandaDoc

PAT Rating™ ( Beta)
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.5
8.2
Features & Functionality
8.7
8.8
Advanced Features
8.5
8.9
Integration
8.6
8.7
Performance
8.6
9.2
Customer Support
8.7
8.7
Implementation
8.0
Renew & Recommend
Bottom Line

PandaDoc allows sales reps, managers, legal counsel, and clients to come together during the contract negotiation process, eliminating the frustration of managing contract negotiation via email.

8.6
Editor Rating
8.7
Aggregated User Rating
2 ratings
You have rated this

PandaDoc offers an all-in-one solution for client-facing documents. These solutions are Contract Management, Sales Proposals, Price Quotes and Electronic Signing. With PandaDoc Contracts, users can save time and reduce errors during their contract management process with PandaDoc.

This solution includes creating contracts inside the user’s CRM, streamline contract negotiation and electronically sign contracts on any device. For Sales Managers, they will be able to keep the company’s sales team’s contracts accurate with custom lockable content blocks and contract templates. The Sales Teams will be able to track when approving managers and prospects view and sign contracts as well as Close deals faster with built-in negotiation tools. This minimizes contract errors with lockable content and template libraries.

PandaDoc is built for companies looking for proposal software that helps them grow faster and supercharge their sales success. Features included are Powerful CRM Integrations, Template & Content Libraries, Industry-leading Analytics and eSignatures & Payments Processing. Users can create stunning, custom-made, personalized proposals in minutes and easily collaborate with others within their proposals.

Automatically create personalized proposals without leaving the CRM which allows customers to sign the proposal on desktop and mobile.Ensure compliance with PandaDoc’s customizable workflows and signing orders. Keep information flowing efficiently by integrating PandaDoc with company’s CRM, document storage as well as accounting software.

PandaDoc integrates with more than 30 of today’s most popular business software platforms, including every major CRM service. PandaDoc is accessed right inside the CRM, giving its users powerful CPQ functionality without leaving the software that the team is already using.PandaDoc’s electronic signatures are legally binding, and there’s no special software, hardware, or app required to sign.

This feature makes it possible to send a document to multiple signers in a specific order with a single click. Once the document is sent, users can track it as each signer views and completes the document in turn.

You may like to read: Top Contract Lifecycle Management Software, Top Free Contract Management Software and How to Select the Best Contract Lifecycle Management Software for Your Business

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1 Reviews
  • Tyree
    February 13, 2017 at 5:26 pm

    Gain control of your document process with automation, analytics, and team management

    Company size

    Enterprise (>1001)

    User Role

    Executive

    User Industry

    Computer

    Rating
    Ease of use8

    Features & Functionality8.7

    Enables you to create stunning, custom-made, personalized proposals in minutes and easily collaborate with others within your proposals.

    Advanced Features8.4

    Integration8.7

    Training 8.7

    Customer Support8.7

    Implementation8

    ADDITIONAL INFORMATION
    The PandaDoc Proposals provides customizable workflows and ensures compliance and signing orders. The PandaDoc eSignatures makes it easy to track documents as they’re viewed and signed. The platform also enables you to track the progress of every proposal your team sends out from a central dashboard.

Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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