What is PandaDoc?
PandaDoc is a document management software that helps users create invoice, proposals, quotes, human resources documents, contracts, and more. The cloud-based software is a comprehensive and versatile solution with its compatibility with various file formats like PDFs, Docs, and other electronic file types used in online transactions.
Document management systems assist companies in organizing business files so as to prevent the repetitive tasks of manual documentation. It is the invoicing software that small businesses looking to scale quickly must possess. It has developed into the ultimate, web-based file management solution for HR, sales, finance, marketing, and other corporate departments in need of quick paperless communications and operations.
With PandaDoc analytic features, companies can improve their sales and marketing operations as the software offers accurate results that you can build on future campaigns, thus, improving effectiveness. In addition, you get real-time statistics of how your proposals are performing, from who has viewed them to how long they spent on the proposal. Your staff becomes more productive with less downtime, thanks to the detailed information that PandaDoc offers.
Over 20,000 businesses currently use PandaDoc as their recommended invoicing software to prepare sales documents and speed up deal closing. Its proposal software has advanced capabilities, including templates, interactive quotes, version tracking, the ability to accept payments through documents, and CRM interfaces.
The Add-On Store on PandaDoc allows you to quickly adjust the features you use on the platform or add new documentation features to your account. PandaDoc has several templates you can use or customize to suit your brand. Since it’s a fully web-based application, the software allows users to sign and approve documents from anywhere in the world on their devices; users only need to log in and comment to get the workings started.
PandaDoc
What popular features do you get with PandaDoc?
- Document signing
- Signature history and auditing
- Template embedding
- Document builder
- Online document creation
- Signature document creation
- Real-time analysis
- Unified platforms
- Roles and user management
- Document analytics
Customer Support is available at PandaDoc
PandaDoc is customer-friendly, and its primary access points are emails and online messaging.
However, there is a section on their platform labeled “Help Center” where you get access to tons of information that can help you in using the software. If that doesn’t work, you can always communicate via an electronic form, also known as ticket opening, or chat with them on their mobile app.
Their support centers are stationed worldwide, so you can contact them whenever you need to, day or night, 365 days a year.
What kind of business is PandaDoc ideal for?
PandaDoc can be used by individuals and businesses of all sizes, including:
1. Sales and Marketing Firms
The online invoicing software is designed for businesses with dedicated sales and marketing divisions. The features of PandaDoc are also advantageous to all firms that need assistance with workflow optimization, including consulting businesses, software development firms, educational establishments, health care facilities, manufacturing businesses, creative studios, law firms, financial institutions, among others.
2. Businesses in Need of a Web-Based File Management Solution
PandaDoc is best known as an invoicing software because it enables the preparation of sales documents, speeds up deal closing, and provides simple and quick paperless communications and operations for individuals and businesses.
3. Businesses in Need of CRM Tools
PandaDoc is known for its cutting-edge CRM capabilities, including payment functionalities, recurring payment choices, and various enhanced marketing tools. It is one of the best sales automation applications and a must-have for companies needing sophisticated automation features. You can use it to automate communications, tasks, workflows, invoicing processes, and payouts.
Pros and Cons
- PandaDoc provides a free plan that allows customers to submit an unlimited number of documents.
- Users have access to over 450 templates.
- To help its users, PandaDoc offers useful sales features, including interactive quotes, a content library, and in-document payment processing.
- You can use the software solution for legal documents and other official document filing processes.
- Standard editing capabilities like the ability to rearrange pages are not available in PandaDoc’s document editor.
- Access to collect mass signatures comes at an extra cost.
- Inability to receive recurring payments through the platform.
People like you also researched
Here are some products we think might be a good fit based on what people like you viewed.
Intuit Quickbooks
- Reporting features
- Automated payment reminders
- Connects directly to e-commerce tools
- Invoice payment tracking
Freshbooks
- Affordable
- Clean user interface
- Simple and intuitive to use
- Good integration with partner apps
Invoiceninja
- Comprehensive reporting
- Offers real-time data creatively and appealingly
- In-built timer to ensure you do not miss out on important projects and tasks
- Incredible third-party integration capabilities
How much does PandaDoc cost?
*based on information provided by the vendor. Actual cost may vary.
The PandaDoc pricing information below is based on the information provided on the firm’s website. However, have it in mind that the actual cost may vary as PandaDoc’s pricing ranges from $0 to $59. This pricing applies to a single user for one month for non-enterprise customers.
PandaDoc offers four different unique plans for its users, and below is the pricing breakdown.
1. Free e-Sign
Pricing: $0 per user per month.
You can upload documents, send signatures, and collect payments from as many clients as possible.
Features
- Unlimited legally binding e-signatures
- Unlimited documents uploads
- Payments
2. Essentials
Pricing: $25 per user per month.
You can create documents with templates or a built-in editor. You can collect signatures and track records in real-time too.
Features
All the free plan features plus
- Templates
- Rich media drag and drop document editor
- Pricing tables
- Document analysis
3. Business
Pricing: $59 per user per month
This is the most popular and recommended plan. Connects your CRM and automates your document workflows from document creation to e-signatures.
Features
All the essential plan features, plus:
- CRM Integrations
- Content Library
- Custom branding
- Approval workflows
- Zapier integration
4. Enterprise
Pricing: Contact PandaDoc for a quote
For teams that require more capabilities, including integrations like Salesforce and API.
Features
All the business plan features, plus:
- SSO support and custom user roles
- Unlimited number of team workspaces
- Salesforce integration
- User performance and content reporting
Final thoughts...
PandaDoc automates document workflow, allowing more than 30,000 growing enterprises to thrive. It is suitable for individuals, small businesses, and large enterprises, depending on the package.
If you are a sales team member or work for a large organization with a sophisticated document signing procedure, then you should consider PandaDoc’s membership plans. PandaDoc’s free plan is an economical invoicing application that is simple to use and free for individuals and small businesses.
To learn more or get started, visit the invoice software supplier’s website or fill out a form to get pricing quotes from our providers.
