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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 Enterprise (>1001 employees)
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
8.5
Aggregated User Rating
3 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.
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.
Gain control of your document process with automation, analytics, and team management
Enterprise (>1001)
Executive
Computer
Enables you to create stunning, custom-made, personalized proposals in minutes and easily collaborate with others within your proposals.
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.