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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]() |
81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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Description | PandaDoc is a document builder responsible for workflow management that streamlines and accelerates the user's document processes. It also creates, tracks, and processes documents. The tool offers features under many categories such as proposals, quotes, team management, document access code, content management, branding, tracking, workflow, productivity, etc. The content locking feature of PandaDoc restricts the user's team members from editing a block of content in templates or library items. It integrates with several Customer Relationship Management software that has ERPs. The user can set up new or existing templates and send and e-sign proposals or agreements. The creation and sending of quotes are easy to execute, along with direct workflows. Users can upload the files quickly and send them right away. The transactional documents can be stored as well. The tool can also open discussions with the user's customers, close deals faster, collect payments, organize documents, and much more. Read more | GoProposal is a pricing and proposal software designed for accountants. It helps its users to speed up the proposal and fee review process. The software enables its users to generate professional proposals and fee reviews instantly while also making letters of engagement and service schedules. The consistent and transparent platform that can be used with ease for every client as it helps its users to get paid for all the work they put in. Users can communicate with their clients regarding the product and cost because the needs and requirements of users may change. One can agree on their fees after collaborating with the clients, and hence produce instant, professional proposals and letters of engagement. GoProposal preloads the app of users with various pricing methodologies, services, and descriptions for users to add prices, edit and amend. The software enables its users to get consistent pricing that is based on service levels, relevant factors, and complex calculations. Read more |
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SW Score & Breakdown |
98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
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SaaSworthy Awards | # 1 Most Worthy # 1 Fastest Growing |
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Total Features |
13 Features
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9 Features
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Common Features for All |
Access Control
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
PDF Export
e-Signature
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Access Control
Alert Notifications
Approval Workflow
CRM Integration
Collaborative Editing
Contact Management
Customer Pipeline
Customizable Branding
Document Analytics
Document Audit Trail
Document Library
PDF Export
e-Signature
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Organization Types Supported |
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Platforms Supported |
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API Support |
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User Rating |
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User Sentiments |
Ease of Use, Document Tracking, Template Functionality, Extensive Integrations Occasional Software/System Outages, Limited Document Editing, Emails Landing in Spam Folders, Convoluted Pricing Tiers |
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Review Summary |
Overall, Pandadoc is a user-friendly and reliable CPQ solution that streamlines document generation, automates workflows, and facilitates secure electronic signatures. Users appreciate its intuitive interface, customization options, and integrations with popular business tools. However, some reviewers mention occasional technical glitches and a learning curve for new users. Additionally, certain features may require additional fees, and customer support could be improved. Overall, Pandadoc is a solid choice for businesses seeking to enhance their document management and sales processes, but it's essential to consider individual requirements and budget constraints before making a decision. |
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Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Free eSign Free Essentials $19.00 $29.00 per user / month Business $49.00 $59.00 per user / month Enterprise Custom |
Solo Others Standard Others Premium Others |
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View Detailed Pricing
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Screenshots |
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Videos |
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Company Details | Located in: San Francisco, California Founded in: 2011 | Located in: Manchester, England Founded in: 2016 |
Contact Details |
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+44 161 711 0797 |
Social Media Handles |
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