PandaDoc
PandaDoc
72 reviews
WH Score
9.1

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

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

Supported File Formats

  • PDF

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
  • Activity Log
  • 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

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