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Improve Workflows With Pandadoc



Businesses of all sizes have adopted document management software to improve workflows. Over the last two years, that adoption has accelerated. As companies have moved more and more of their processes to the cloud or other electronic versions, new companies have sprouted up and gained market share. One of those is Pandadoc. Over 40,000 people use the document management software, which was valued at $1B last year. It features capabilities designed expressly to help sales teams and can be used for any form of legal document.



What Is Pandadoc

Pandadoc is a document management and automation software that helps small businesses streamline their contract and proposal processes. The platform allows users to create and send professional looking documents, track their progress, collaborate with team members, and get electronic signatures with an audit trail.


Features

The capacity of Pandadoc to save time spent and boost productivity is one of its major advantages for small enterprises. The platform offers a wide range of customizable templates, so users can quickly create professional-looking documents without starting from scratch. Additionally, Pandadoc’s e-signature feature allows users to easily collect signatures from clients.

Other features and functionalities:

  • PDF Export

  • Collaborative Editing

  • Document Analytics

  • Document Audit Trail

  • CRM Integration

  • Document Library

  • Approval Workflow

  • e-Signature

  • Customizable Branding

  • Customer Pipeline

  • Alert Notifications

  • Contact Management

  • Access Control



Pros

Pandadoc for small businesses has the ability to improve collaboration and communication. The platform offers a centralized hub where team members can view and comment on documents in real-time, ensuring that everyone is on the same page. This can help to avoid confusion and ensure that important deadlines are met.

Others:

  • PandaDoc’s free plan allows you to send unlimited documents

  • Offers interactive quotations, a content library, and in-document payment processing, all of which are useful sales tools.

  • PandaDoc offers a library of over 450 templates




Cons

  • Its document editor lacks common editing capabilities including the ability to rearrange pages.

  • The capacity to gather many signatures has an additional expense.

  • You are unable to receive recurring payments using the PandaDoc platform.



Pricing

In terms of pricing, Pandadoc offers a range of plans to fit different business needs. First, they offer a freemium model and a 14-day free trial.

The Essentials plan starts at $19 per user per month(annual plan) and includes basic document management and e-signature features.

The Business plan starts at $49 per user per month(annual plan) and includes additional features such as customizable templates and real-time collaboration.

For the Enterprise plan which includes even more advanced features such as integration with other business tools and advanced reporting, you will have to contact Pandadoc.



Conclusion

In conclusion, Pandadoc is a useful tool for small firms trying to simplify their proposal and contracting procedures. The platform provides an extensive selection of e-signature capabilities, real-time collaboration tools, and configurable templates that may help organizations save time and operate more effectively. As long as you have the volume of work that requires some sort of document management software, Pandadoc's time and efficiency benefits may make the investment worthwhile.

 


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