Top PandaDoc Features

What are the Best PandaDoc Features?

PandaDoc's comprehensive feature set enhances document management processes for businesses of all sizes. With its user-friendly interface and powerful capabilities, PandaDoc is an indispensable tool for improving document workflows and increasing productivity.

Key features of PandaDoc include:

Salesforce Integration: Seamlessly integrate PandaDoc with Salesforce, enabling document creation and sending directly from the Salesforce platform.
eSignatures: Electronically sign documents, eliminating the need for physical signatures and simplifying the signing process.
Activity Tracking: Track document progress, including when recipients open and read documents, ensuring timely follow-up and increased deal closure rates.
Bulk Actions: Perform multiple actions on documents simultaneously, saving time and improving efficiency.
Branding: Customize documents with company branding, creating a professional and consistent look across all communications.

Signature Management

Digital Signatures
In-Person Signatures
Signer Delegation
Signing Order

Signature Types

Hand-Drawn Signatures
Typed Signatures
Image Signatures

File Management

Contract Lifecycle Management
Document Display
Document Locking
Files Repository
File Sharing
Notarization
Digital Forms

Supported File Formats

Collaboration Tools

Workspace

Drag-and-Drop Builders/Designers

Workflow Builder
Form Builder

Customizable Items

Custom Fields
Custom Workflows
Custom Templates
Custom Branding

Workflow Automation

Task Automation
Sales Automation
Multi-Level Approval Workflows

Reminders/Alerts

Read Receipts

Cash Flow Management

Payment Processing

Content Management

Content Library

Systems/Administrative

Bulk Actions

Reporting & Analytics

Audit Trail
Document Open Tracking
Document Send Tracking

Identity and Access Management (IAM)

Single Sign-On (SSO)

Cybersecurity Features

Data Security

Integration Options

APIs

Third-Party Integrations

Salesforce
Zapier

Compliance Accreditations

SOC 1
HIPAA
GDPR
eIDAS
Qualified e-Signature (QES)
UETA
ESIGN Act
MISMO

After-Sales Service

Email Support
Chat Support
Web Support
Help Center
Training/Tutorial
Dedicated Account Manager

PandaDoc Top Features Related Review

Marva

Reviewed on 28 July 2023

Exceptional Document Creation and Management Tool

My overall experience with PandaDoc has been exceptionally positive. The software's user-friendliness and intuitive navigation have made it a joy to work with. The responsive and helpful customer service team has always been there when I needed assistance. The integration with other software has enhanced its usefulness in document creation and management

Pros

PandaDoc has numerous pros that make it a highly valuable application
The ease of creating documents and templates, with the ability to customize them to suit my specific needs, has been fantastic
Storing documents in the cloud and accessing them from anywhere has added convenience to my workflow
The document tracking feature and analytics provide valuable insights into how my documents are being used, showing who opens and signs them and when.

Cons