Markcomm Pitch

Overview

PandaDocs is a versatile document management platform that simplifies regular processes such as creation, approvals, eSign proposals, estimates and contracts. Empower your sales team to develop a better deal workflow, insights and pace while interacting with the customers for a great buying experience. PandaDoc elevates productivity and efficiency of the entire organization, when your existing CRM, payment and file storage apps are integrated together into one unique workflow.

Screenshot

PandaDoc

Features

  • Access Controls/Permissions
  • Approval Workflow
  • Archiving & Retention
  • Audit Trail
  • Authentication
  • Automated Quoting
  • Business Process Automation
  • Cataloging/Categorization
  • Completion Tracking
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Document Management
  • Application Integration
  • Workflow Management
  • Document Conversion
  • Messaging System
  • Application Sharing
  • Document Delivery
  • Proposal Generation
  • Applications Management
  • Document Indexing

Specifications

  • Deployment: Cloud Based, Web Based, SaaS Based, iPhone / iPad, Android

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

PandaDoc Users

Available Support

  • Email
  • Phone
  • Live Support

Language Support

  • English

Company Details

  • Company Name: PandaDoc

  • Headquarter: United States

  • Full Address:

Reviews

They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn’t enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of “zero”.

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I appreciate the fact that Pandadoc notifies me as prospects see my proposals and enables them to sign digitally without scanning or printing. I like that it allows me to present a pick list to customers, from which they can choose which package or service they want, and it will instantly complete them.

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PandaDoc is similar in many ways to other services I’ve used in the past but it has been more reliable. You can actually send documents for signature collection via email or you can grab a link which works great for some folks that can’t ever find it in their email after you’ve sent it so you can just text out the link. Also you can save whatever message you want to send to signers as a template that will get added before sending it out. Awesome features that would take way to long to type it all out. Highly recommend checking them out for your e-signature needs.

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The document analytics give us the ability to see where exactly in a document the signer is spending the most time reviewing. This has been particularly helpful in pinpointing areas of a contract where a customer or prospect might be getting hung up, confused, etc. which helps us determine what questions to ask in our follow-ups.

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