PandaDoc Document Management Software Review

PandaDoc Document Management Software Review

The all-in-one tool to create, collaborate, and eSign documents.

PandaDoc is a web and mobile application for creating, sharing, and tracking documents online. Similar to other Document Management software PandaDoc includes many features in its app. Some of the key features of the software are included below:

PandaDoc software

User-Friendly

With PandaDoc you can create a new document in a few minutes. You can also redesign existing files. The software provides templates for proposals, quotes, receipts, invoices, business plans, and agreements. The software is cloud-based and allows users access to the document at any time. The software 

Templates 

With the PandaDoc you can create and customize templates with the built-in editor. You can create a library of templates such as proposals, quotes, forms, contracts, etc. Pandadoc also includes designed templates to help you deliver a professional-looking proposal to your prospects. You can always add new variables designed to save time by auto-filling information that frequently occurs in the documents.

Integration

One of the main features of the software is the ability to integrate with other services, such as:

and more than 1500 other online tools.

Workflow

By sending the document to PandaDoc you can monitor and track the document status following each step of the process from the document creation, decisions with the electronic signature, and submitting document where the customers can sign and pay through the build-in payment gateways.

Forms

With the PandaDoc forms, you can easily collect the information and electronic signature from employees, suppliers, job applications, feedback, etc. You can share the link or embed it on your website without knowledge of coding. 

Security and compliance

PandaDoc is SOC 2 Type 2 compliant and regularly performs external audits to ensure our security is at the highest of standards. All of your data is encrypted in transit and at rest and then stored in a SOC, FISMA, and PCI DSS Level 1 compliant cloud. PandaDoc is committed to being compliant with GDPR.

Devices Support

PandaDoc supports the following:

  • IOS,
  • Web-based,
  • Android

Budget information

There is a free 14-day trial offered by PandaDoc so that you can get a feel for the software and see if itā€™s a good fit for your team.

Price Plans:

Essentials: $19/ month per user

Create docs with templates or the built-in editor. Collect eSignatures and track docs in real-time too.

Business: $49/ month per user

Connect your CRM and automate your document workflows from creation to eSignature.

Enterprise: No official price

For teams that require more capabilities including integrations like Salesforce and API.

There is no official price for the enterprise package, but you can always contact the sales department.

Other Information

HQ: San Francisco, California

Web: PandaDoc.com

Founded: 2011

Comments

No comments yet. Why don’t you start the discussion?

Leave a Reply

Your email address will not be published. Required fields are marked *