PandaDoc

by PandaDoc

4.5 / 5 581 reviews
PandaDoc

Who Uses This Software?

PandaDoc presta servicios a empresas que varían en tamaño, desde PYMES hasta corporaciones. Desde cuidadores de perros hasta Panasonic, puede ayudar a casi cualquier empresa a simplificar sus procesos de propuestas y documentación.

Average Ratings

581 reviews
  • Overall 4.5 / 5
  • Ease of Use 4.5 / 5
  • Customer Service 4.5 / 5
  • Features 4 / 5
  • Value for Money 4.5 / 5

Product Details

  • Starting Price USD 19.00/month
  • Free Version
  • Free Trial
  • Deployment En la nube, SaaS, web
    Móvil: nativo de iOS
    Móvil: nativo de Android
  • Training En persona
    En directo en línea
    Seminarios web
    Documentación
  • Support Horas laborables
    En línea

Vendor Details

  • PandaDoc
  • http://www.pandadoc.com
  • Founded 2013

About PandaDoc

PandaDoc es la solución completa de documentos digitales, diseñada para la eficiencia. Crea, envía, rastrea y estampa tu firma electrónica a documentos, todo desde una plataforma intuitiva y fácil de usar. Da un enorme impulso a tu CRM con las integraciones de PandaDoc.

PandaDoc es una plataforma ideal para administrar documentos de organización, incluidas propuestas, cotizaciones, contratos, documentos de RR. HH. y más. Creación de documentos enriquecidos con un solo clic. Acceso a documentos completos desde el interior de la plataforma en cualquier momento.

PandaDoc Features

  • Colaboración
  • Gestión de clientes potenciales
  • Gestión de contactos
  • Gestión de contenidos
  • Gestión de documentos
  • Gestión de la formación
  • Gestión de objetivos y cuotas
  • Gestión de ofertas
  • Gestión de presentaciones
  • Gestión de reuniones
  • Gestión del rendimiento
  • Gestión del territorio
  • Configurador de productos
  • Creación de marca personalizable
  • Gestión de catálogos
  • Gestión de contactos
  • Gestión de descuentos
  • Gestión de precios
  • Portal de clientes
  • Presupuestos automatizados
Vendor has not completed this information.
  • Comercio electrónico
  • Configurador de productos
  • Dibujo 2D
  • Flujo de trabajo de aprobación
  • Generación de propuestas
  • Gestión de renovaciones
  • Modelado 3D
  • Portal de autoservicio
  • Presupuestos y estimaciones
  • Venta guiada
  • Base de datos de contactos
  • Calculadora de impuestos
  • Facturación de gastos imprevistos
  • Facturación de proyectos
  • Facturación en línea
  • Facturación por horas
  • Facturación recurrente y suscripciones
  • Facturas personalizables
  • Gestión de demandas de pago
  • Pagos en línea
  • Pagos móviles
  • Portal de facturación
  • Procesamiento de pagos
  • Varias divisas
  • Análisis de documento
  • Autenticación
  • Firma de varias partes
  • Firma móvil
  • Modelos personalizables
  • Recordatorios automáticos
  • Registro de auditoría
  • Seguimiento de progreso de tareas
  • Búsqueda de texto completo
  • Contratos de especialidad
  • Contratos gubernamentales
  • Control de versiones
  • Firma electrónica
  • Gestión de flujos de trabajo
  • Gestión del ciclo de vida de los contratos
  • Lado de la compra (proveedores)
  • Lado de venta (clientes)
  • Plantillas prediseñadas
  • Seguimiento de la conformidad
  • Seguimiento del progreso
  • Acceso sin conexión
  • Archivo de documento
  • Control de versiones
  • Conversión de tipo de archivos
  • Ensamblaje de documentos
  • Firma electrónica
  • Herramientas de colaboración
  • Indexación de documentos
  • Reconocimiento óptico de caracteres
  • Recuperación de archivos
  • Retención de documentos
  • Seguimiento de la conformidad
  • Biblioteca de conocimientos
  • Colaboración
  • Control de versiones
  • Firma electrónica
  • Formateado automático
  • Gestión RFP
  • Gestión de calendarios
  • Gestión de contactos
  • Gestión de documentos
  • Gestión de requisitos
  • Gestión de revisiones
  • Gestión de tareas
  • Gestión del pipeline
  • Modelos
  • Repositorio de contenidos
  • Acceso móvil
  • Automatización de procesos empresariales
  • Configuración de flujos de trabajo
  • Controles o permisos de acceso
  • Editor gráfico del flujo de trabajo
  • Gestión de calendarios
  • Gestión de documentos
  • Gestión de formularios
  • Gestión de tareas
  • Integraciones de terceros
  • Panel de control personalizable
  • Seguimiento de la conformidad
  • Sin código

PandaDoc Most Helpful Reviews

All-around great proposal software and automation tool.

Translate with Google Reviewed on 11/5/2018
Heather C.
Senior Marketing Communications Manager
Accounting, 501-1000 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: 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.

Cons: 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.

Good.

Translate with Google Reviewed on 9/1/2018
Steve A.
GM
Computer & Network Security, 13-50 Employees
Used the Software for: 6-12 months
Reviewer Source 
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Some efficiency and design options.

Pros: 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. :)

Cons: 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!

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