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PandaDoc- Features, Pricing & Deals

PandaDoc is a versatile document automation solution designed to streamline the process of creating, approving, and electronically signing proposals, quotes, and contracts. Trusted by over 17,000 customers worldwide, PandaDoc simplifies document workflows, allowing businesses to focus on what really matters. The platform offers over 750 ready-to-use customizable templates and a dedicated content library, making document creation a breeze with drag-and-drop editing and auto-fill fields. Users can seamlessly integrate CRM data, ensuring documents are populated with accurate information.

PandaDoc's legally binding eSignature functionality eliminates the need for separate software, providing secure and efficient signing processes. Users can track document status and interactions directly from their CRM platforms, gaining insights for optimal follow-ups. Integration capabilities extend to various CRM systems like Salesforce and Pipedrive, and online payments can be enabled directly within documents. With interactive quotes and proposals, PandaDoc enhances client engagement and elevates the professional quality of documents.

The platform prides itself on ease of use, offering a free trial and demo options for new users. With endorsements from major investors like Microsoft Ventures and HubSpot, PandaDoc stands as a scalable, reliable solution for businesses of all sizes. While exact pricing details are not publicly listed, prospective users can start a free trial or contact PandaDoc directly for tailored quotes.

With its comprehensive features and commitment to enhancing document processes, PandaDoc is an invaluable tool for sales teams and businesses aiming to streamline their workflow, save time, and increase efficiency.

Features

  • Document Creation and Customization: PandaDoc offers over 750 ready-to-use templates that can be customized using drag-and-drop editing. Users can build and customize their own dynamic templates to fit specific needs. The platform includes a dedicated content library, allowing users to quickly populate documents with relevant information.
  • Automated Document Generation: Documents can be created with auto-fill fields, which automatically populate with data from integrated CRM systems or other sources. Users can add CRM details such as contact, opportunity, pricing, and product data to documents automatically using PandaDoc variables.
  • Electronic Signatures: Every PandaDoc subscription includes legally binding electronic signatures, eliminating the need for separate eSignature tools. Documents can be securely eSigned, reducing the need for printing and scanning.
  • Document Management and Tracking: Users can track the status of documents without leaving their CRM platform, such as Pipedrive or Salesforce. This includes analytics on how customers interact with each document. The platform provides insights to help users choose the perfect time to follow up with clients based on document interaction analytics.
  • Integration Capabilities: PandaDoc integrates seamlessly with various CRM systems like Salesforce, Pipedrive, and Google Docs. This allows users to build proposals and contracts directly from CRM data and send documents for eSignature without leaving the CRM interface. Users can enable online payments directly from the documents, supporting credit card, PayPal, or ACH payments.
  • Interactive Quotes and Proposals: Create interactive quotes with pre-populated data from CRM records. This enhances the customer experience by providing a more professional and engaging document.
  • User Experience and Support: The platform is designed to be user-friendly, with no coding required to get started. It offers a free trial and demo options for new users. PandaDoc has been praised by users for reducing the sales cycle, increasing close rates, and saving time and money.

Pricing

  • Free 14-day trial available, no credit card required.
  • Request a demo to discuss pricing tailored to individual needs.
  • Pricing not publicly listed; contact PandaDoc directly for a quote based on specific requirements.
Last Updated
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August 30, 2024 10:52

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