Contents
What is PandaDoc?
PandaDoc is a go-to online solution for managing the document workflow of any business that allows you to create, fill out, sign and track important documents.
In addition to the ability to create, deliver, and share documents, PandaDoc also enables users to digitally sign everything from proposals to contracts with eSignatures.
Signing paperwork is one of the biggest roadblocks a business faces when completing sales. It’s time-consuming, boring, and too often has to be done in person.
With PandaDoc, you can secure more deals by making it as easy as possible for your team and clients to review, track, sign, and send back documents over the internet.
Essential PandaDoc Features
Pandadoc offers an intuitive and effective solution for managing quotes and sales orders, creating interactive proposals, collecting signatures, and approving documents on the go.
In addition to eSignatures, templates, custom fields, approval workflows, and more, PandaDoc provides plenty of other features that make proposal development a snap.
eSignatures
PandaDoc lets you create, send, collect, and manage legally-binding agreements on your laptop or even smartphone from anywhere that has an internet connection.
Using it, you can create and collect signed documents online quickly and easily, eliminating the need to print, scan, fax, and overnight documents.
PandaDoc empowers you to close more business by quickly and securely collecting online signatures, distributing documents for review, and automating follow-ups until the deal is done.
Document Generation
PandaDoc’s document editor offers a simple way to create professional, on-brand, and persuasive business documents and proposals.
Besides viewing and editing documents as you wish, you can add your company’s logo, colors, images, and customize the document to match your brand.
In addition to pre-designed templates, PandaDoc also allows users to create a variety of documents from scratch, such as;
- Proposals
- Quotes
- Contracts
- Forms
- Payments
Team Collaboration
PandaDoc streamlines the proposal process by enabling teams to create, collaborate, share, download and edit proposals in real-time.
By streamlining communication for teams of all sizes, PandaDoc makes sure all stakeholders have access to what they need when they need it.
Further, you can access and edit documents right from your phone, so you’re able to continue conversations wherever you are.
Document Tracking
With PandaDoc, you don’t need to manually follow up with each recipient after sending an important document. PandaDoc automatically tracks their actions on the document.
Additionally, you will receive an analytics report on the recipient’s behavior, such as the total time spent, times viewed, last viewed, PDF downloaded, and whether any links were clicked.
Utilizing recipient analytics and adjusting future documents to enhance response rates can help you maximize document performance.
Integrations
PandaDoc offers a wide range of integrations with other tools, allowing you to save a great deal of time and effort when you create documents that need data from other systems.
In addition, PandaDoc has an Android and iOS app that lets you access all of your documents while on the go.
Among the integrations, PandaDoc offers are HubSpot, Zoho, Slack, Freshbooks New, Nimble CRM, Freshsales, Salesforce, and more.
PandaDoc Pros and Cons
PandaDoc basically gives you the tools you need to create, send, track, and eSign documents from anywhere.
It is a great platform, but it’s not perfect. Let’s take a closer look at what it does well and what it could do better.
Pros
- Unlike other documents management platforms, PandaDoc’s UI is simple and intuitive and it’s drag-and-drop editor is straightforward to use.
- PandaDoc uses enterprise-level safety measures to protect your data, encrypting it in transit and during storage.
- PandaDoc also offers an API which lets you take full control and create a completely custom workflow for managing your documents.
- In addition to its priority support, PandaDoc also offers live chat, ticket, and social media support options.
Cons
- PandaDoc requires that you pay for each user separately, which may be too costly for small companies.
PandaDoc Pricing
Whether your business is just getting started or is an established one looking to streamline its workflows, PandaDoc has a pricing plan tailored to your needs.
There are four different pricing options available for PandaDoc, all of which can be paid through a monthly or annual plan, with the annual one offering a discount of 34%.
- Free eSign – $0/mo
- Essentials – $29/mo per user
- Business – $59/mo per user
- Enterprise – Custom
Each plan comes with a free 14-day trial and you can cancel at any time. You can also switch between plans if you want to upgrade or downgrade your plan.
The free eSign plan allows unlimited documents, eSignatures, and Payment processing, making it ideal for small businesses that need basic proposal management.
The other three paid plans offer more bells and whistles, letting you save time, money, and frustration when handling proposals.
To learn more about what each of these different plans offers, head over to PandaDoc pricing.
PandaDoc Alternatives
Taking a look at different PandaDoc competitors, we see that most of them offer nearly the same features.
However, depending on your business, you might find that one of these alternatives better suits your needs and budget.
If you want to know more about these different PandaDoc alternatives and how they compare to each other, head over to PandaDoc alternatives to find out more.
PandaDoc Review Conclusion
PandaDoc is an incredibly versatile document management software that streamlines this process, automating the time-consuming aspects of proposal creation.
With the drag-and-drop builder, you can create custom templates that make proposals even more effective or choose from a library of templates designed for specific industries and situations.
It’s a simple and elegant solution for creating, sending, signing, and tracking important documents all in one place.