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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

PandaDoc logo
Proposal Software

4.6 4,008 user ratings

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74% 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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Overview

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 PouncerAI is the ultimate tool for professionals looking to level up their Upwork game. Are they tired of tirelessly scrolling through endless job postings and struggling to come up with attention-grabbing cover letters? Say goodbye to wasting precious time on mundane tasks. PouncerAI streamlines the job hunting process, allowing them to focus on what matters most showcasing their skills and landing their dream projects. With PouncerAI, they can effortlessly create customized cover letters that are sure to catch the client's eye. These AI-assisted templates are designed to highlight their strengths and make them stand out from the competition. But that's not all. PouncerAI understands the importance of being quick on their feet in the highly competitive world of online freelancing. That's why we offer a real-time job alert system that keeps them up-to-date with the latest job postings. Choose their preferred method of notification whether it's desktop alerts, emails, Slack messages, or more – and never miss a job opportunity again. With PouncerAI by their side, they can confidently navigate the competitive market with ease, knowing that they have a powerful tool that enhances their chances of success. Save time, land more jobs, and elevate their freelance career with PouncerAI. Read more
Pricing Options
  • Free Trial Available
  • Starts at $19.00. Offers Free-forever and Custom plan.
  • Free Trial Available
  • Starts at $49.00.
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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    100%
  • Momentum
    71%
  • Popularity
    99%

74% 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

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    76%
  • Reviews
    60%
  • Momentum
    65%
  • Popularity
    67%
SaaSworthy Awards # 1 Most Worthy # 1 Fastest Growing
Not Available

Features

Total Features
13 Features
5 Features
Common Features for All
    Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
    Alert Notifications Alerts the user when predefined criteria is met
    Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
    CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
    Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
    Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
    Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
    Document Audit Trail Tracks the document signature history and timestamp for legal attestation
    Document Library Central repository to manage your assets like Images, PDF files, etc.,
    PDF Export Enables to export the document to PDF file for easy sharing
    e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 10 More - Show Less
    • Access Control Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role
      Alert Notifications Alerts the user when predefined criteria is met
      Approval Workflow Allows to route the documents to one or multiple people for seeking their approval
      CRM Integration Automatically sends and receives the relevant information to the CRM Software that helps in time management
      Collaborative Editing Invite individuals or team to co-edit the documents, pictures in real-time
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Pipeline Helps to manage sales and business prospects and boosting them down the sales funnel
      Customizable Branding This feature enables the customization of brand marketing to meet specific requirements and preferences.
      Document Analytics Helps to know the complete insights of a document like who, when and how it is used.
      Document Audit Trail Tracks the document signature history and timestamp for legal attestation
      Document Library Central repository to manage your assets like Images, PDF files, etc.,
      PDF Export Enables to export the document to PDF file for easy sharing
      e-Signature Electronic Signatures help users to sign their digital documents remotely
  • + 2 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    4.6/5 4,008 user ratings
    Not Available
    Rating Distribution
    • Excellent

      76.5%
    • Very Good

      16.4%
    • Average

      3.4%
    • Poor

      1.1%
    • Terrible

      2.4%
    Not Available
    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

      Not Available
    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.

    Not Available
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $19.00. Offers Free-forever and Custom plan.
    • Free Trial Available
    • Starts at $49.00.
    Pricing Plans
    Monthly Plans Annual Plans

    Free eSign Free

    Essentials $19.00 $29.00 per user / month

    Business $49.00 $59.00 per user / month

    Enterprise Custom

    Freelancer $49.00 $49.00 per month

    Freelancer Pro $99.00 $99.00 per month

    Freelancer Agency $299.00 $299.00 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Bulk Download
    + 2 More
    Not Available
    Videos Video Thumbnail
    + 2 More
    Video Thumbnail
    + 2 More

    Vendor information

    Company Details Located in: San Francisco, California Founded in: 2011 Located in: Dallas, Texas
    Contact Details

    Not available

    https://www.pandadoc.com/

    Not available

    https://www.pouncer.ai/

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