PandaDoc Review

PandaDoc is a cloud-based document management software that helps users create proposals, quotes, HR documents, contracts and more. It also allows users to choose from a variety of proposal templates, which can be downloaded and customized for free. It provides options to change the language and currency used in documents according to regional standards. With its collaboration feature, several teams can collaborate on a single document by commenting and recording activity. The built-in electronic signature tool allows signers to approve and sign documents anywhere, anytime. Analytics creates real-time statistics on who viewed the proposal, how many times they viewed it, and how much time they spent on the proposal. The dashboard provides an overview of proposal performance.

PANDADOC – TUTORIAL

The tutorial explains how to use this CPQ software:

PANDADOC – FEATURES

• Templates: create a library of proposals, quotes, forms, contracts, and more. Customize templates with the built-in editor or create your own
• Integrations: works with the tools you’re already using, including every major CRM and productivity suite. Plus an open API
• Compliant: lock legal content to prevent costly errors. Add a library of pre-approved contracts and clauses
• Roles: collaborate with anyone from in and outside your team or company with flexible roles and permissions
• Comments: comment and respond right in the document to resolve issues faster
• Approvals and Negotiations: enable painless collaboration with internal and external reviewers with approval workflows, and version tracking
• Mobile: make it easy for clients to sign docs whether they’re on their desktop or smartphone
• Security: keep documents secure with 256-bit encryption. HIPAA compliant. SOC 2 Type II certified
• Audit trail: get proof of who opened, viewed, and signed a document and when
• Track engagement: see who has opened, viewed, and signed. Learn who hasn’t engaged yet
• Real-time alerts: instant email and mobile app notifications tell you when someone is engaging
• Optimize: use the insights from analytics to learn what’s working, and improve your workflows.