¿Quién utiliza este software?

PandaDoc serves businesses ranging in size from SMB to Enterprise. From dog groomers to Panasonic, we can help almost any business streamline their proposal and document processes.


Valoración media

379 reseñas
  • 4.5 / 5
    En general
  • 4.5 / 5
    Facilidad de uso
  • 4.5 / 5
    Atención al cliente
  • 4 / 5
    Características
  • 4.5 / 5
    Relación calidad-precio

Detalles del producto

  • Precio de partida
    $19/mes
  • Versión gratuita
  • Implementación
    En la nube, SaaS, web
    Móvil: nativo de iOS
    Móvil: nativo de Android
  • Formación
    En persona
    En directo en línea
    Seminarios web
    Documentación
  • Asistencia
    Horas laborables
    En línea

Datos del proveedor

  • PandaDoc
  • http://www.pandadoc.com
  • Fundada en 2013

Información sobre este software

PandaDoc is the complete digital document solution, designed for efficiency. Create, send, track, and eSign documents -- all from one intuitive and easy-to-use platform. Supercharge your CRM with our PandaDoc integrations.

PandaDoc is an ideal platform for managing organizational documents including proposals, quotes, contracts, HR documents, and more. Create media-rich documents with a single click. Access completed documents from inside the platform at any time.


Funciones de PandaDoc

  • Collaboration
  • Contact Management
  • Content Management
  • Gestión de docuementos
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management
  • Billing Portal
  • Contact Database
  • Contingency Billing
  • Customizable Invoices
  • Dunning Management
  • Hourly Billing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Recurring/Subscription Billing
  • Tax Calculator
  • Contact Management
  • Customer Accounts
  • Forms Creation
  • Pricing Management
  • Product Configurator
  • Proposal Management

El proveedor de software no ha completado esta información.

  • Approval Workflow
  • Comercio electrónico
  • Dibujo 2D
  • Guided Selling
  • Modelado 3D
  • Product Configurator
  • Proposal Generation
  • Quotes / Estimates
  • Renewal Management
  • Self Service Portal
  • Authentication
  • Auto Reminders
  • Customizable Templates
  • Document Analytics
  • Firma electrónica
  • Mobile Signature
  • Multi-Party Signing
  • Progress Tracking
  • Registro de auditoría
  • Approval Workflow
  • Buy Side (Suppliers)
  • Completion Tracking
  • Compliance Management
  • Contact Management
  • Contract Drafting
  • Contract Templates
  • Extracción automática
  • Firma digital
  • Full Text Search
  • Gestión de docuementos
  • Government Contracts
  • Lifecycle Management
  • Milestone Tracking
  • Sell Side (Customers)
  • Specialty Contracts
  • Version Control
  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • File Recovery
  • File Type Conversion
  • Firma electrónica
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Automatic Formatting
  • Calendar Management
  • Collaboration
  • Contact Management
  • Content Repository
  • Firma electrónica
  • Gestión de docuementos
  • Knowledge Library
  • Pipeline Management
  • RFP Management
  • Requirements Management
  • Revision Management
  • Task Management
  • Templates
  • Version Control
  • Access Controls/Permissions
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Forms Management
  • Gestión de docuementos
  • Graphical Workflow Editor
  • Task Management
  • Workflow Configuration

Últimas reseñas disponibles sobre PandaDoc

Traducción realizada automáticamente. Mostrar la reseña original

All-around great proposal software and automation tool.

5/5
En general
5 / 5
Facilidad de uso
4 / 5
Características y funcionalidad
5 / 5
Asistencia al cliente
5 / 5
Relación calidad-precio

Puntos a favor: PandaDoc has allowed us to streamline our proposal process tremendously. Because of the content library, template functions and ease of use, we've been able to double the number of proposals we put out in the same timeframe before implementation.
The analytics reporting feature has assisted in increasing our win rates. We can hone in on the areas of our proposals that resonate with our prospects, allowing the follow-up meetings to be more focused - discussing targeted, relevant themes, services and needs.
PandaDoc's development team is very open to feedback and ideas on how to improve the platform. It's refreshing to work with a company that takes your input and one-off special requests to not only deliver on those requests for you but roll out these changes across the board for all of their users. Having a say in the process of polishing and tweaking a product to work best for us is a value-added benefit.
The various plug-ins for other software, such as CRM systems, is useful for collaboration between departments.
The ability to customize the CSS to fit our brand is essential. We can customize templates with designs that fulfill each of our needs.
Having multiple workspaces under one account is extremely helpful keeping documents separated for different departments and projects.

Puntos en contra: There are a few small issues that we've run into, however, the pros of this software heavily outweigh the cons. PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future.
From time to time we will run into small formatting issues due to a glitch in the coding. More often than not, they are isolated to one document. For a couple of issues we ran into, the development team was able to provide a timely fix, and the issues have been non-recurring.
In the past few years that we've been using the platform, we have only had three instances where the software was down, two of those instances were for less than an hour. Even with the downtime, we have never missed a deadline to deliver a proposal, even in an industry where RFPs are common.

Traducción realizada automáticamente. Mostrar la reseña original

Good.

5/5
En general
4 / 5
Facilidad de uso
3 / 5
Características y funcionalidad
3 / 5
Asistencia al cliente
4 / 5
Relación calidad-precio

Comentarios: Some efficiency and design options.

Puntos a favor: The analytic's built into it and the notifications we receive. Also, the somewhat easy configuration of each template. I would like to be able to create a document on a tablet though!! Unless thats an options now? :) The catalog section does need some work though. I would like to see other changes or options to us with regard to catalog items and how they document themselves as well as options for after a project has been completed and accepted by customer. It would be great to be able to edit the document without changing any words, items, quantities, options but rather be able to lets say re-add a column after the fact and print it to make it easier on purchasing to order the parts being approved by customer. Would be really cool too to integrate a calculator option. Like a pop-up calculator option while figuring our numbers. my two or three cents. :)

Puntos en contra: We are so used to other, stand-alone systems, that have features such as 'tab' to move to next field that it causes some frustration with our team when we are unable to do that within a pricing table or any table. the other nice thing would be to see line items show up in sequential order-- EX: If I label line item 1 as (Option A) it stays on top of the price list. then when I add a second row, section or catalog item, it defaults to being placed below the first item. Currently this does not happen. We can move them after the fact though...just kind of annoying how it auto-formats that way. Also, would like to see more fonts added in. The fonts available get the job done but still, there should be a larger library of them.
Pricing/Cost---would be awesome to be able to have a price table have a back-end with actual item pricing and SKU's that can be printed after a document has been completed. Cant do this now.
Duplication: Would be awesome to duplicate a document that you didnt know you would need again. Same line items and quantities and pricing. I know you can convert to Template but that's not really what we would like. We want it to be as easy as hitting, 'duplicate document' BUT it changes the quote.sequence number to be different than the original. Now all you have to do is change the customer information and BAM, quick turn-around for contractors looking for numbers on the same project we are bidding. Cant do this now. Otherwise, PandaDoc is awesome!