PandaDoc Features

Based on 1096 PandaDoc reviews and verified by the G2 Product R&D team. Custom branding can be applied through signature process

Based on 1148 PandaDoc reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 896 PandaDoc reviews and verified by the G2 Product R&D team.

Based on 1233 PandaDoc reviews and verified by the G2 Product R&D team.

Based on 926 PandaDoc reviews and verified by the G2 Product R&D team.

Based on 176 PandaDoc reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain

Based on 153 PandaDoc reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems

Based on 158 PandaDoc reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries

Based on 215 PandaDoc reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Based on 223 PandaDoc reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain 13 reviewers of PandaDoc have provided feedback on this feature.

Based on 1737 PandaDoc reviews and verified by the G2 Product R&D team. Allows signor to easily and intuitively sign documents

Based on 1596 PandaDoc reviews and verified by the G2 Product R&D team. Reminds signors of documents that are waiting to be signed and document expiration dates

Based on 1666 PandaDoc reviews and verified by the G2 Product R&D team. Process of authenticating is secure and seemless

Based on 1424 PandaDoc reviews and verified by the G2 Product R&D team. User can easy send and sign documents on mobile devices

Based on 1559 PandaDoc reviews and verified by the G2 Product R&D team. Sendor/Adminstrators can easily set up and track documents through multiple signature steps

Based on 1077 PandaDoc reviews and verified by the G2 Product R&D team. Send documents requiring signature to 1000's of signers at once

Based on 1295 PandaDoc reviews and verified by the G2 Product R&D team. Provides standard reports and easy creation of custom reports to manage signature process

Based on 1572 PandaDoc reviews and verified by the G2 Product R&D team. Easy to create signature blocks on all required electronic document types/formats

Based on 1310 PandaDoc reviews and verified by the G2 Product R&D team. Meets required regulartory compliances

Based on 1447 PandaDoc reviews and verified by the G2 Product R&D team. Tracks all document signing history to comply with required regulations

Based on 1147 PandaDoc reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations

Based on 77 PandaDoc reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote

Based on 33 PandaDoc reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products

Based on 72 PandaDoc reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included

Based on 72 PandaDoc reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Based on 75 PandaDoc reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured

Based on 79 PandaDoc reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items

Based on 76 PandaDoc reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Based on 67 PandaDoc reviews and verified by the G2 Product R&D team. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Based on 72 PandaDoc reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted

Based on 72 PandaDoc reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Based on 62 PandaDoc reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Based on 68 PandaDoc reviews and verified by the G2 Product R&D team. Ability to easily group items on quotes; apply and manage discounts and pricing by group

Based on 67 PandaDoc reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Based on 76 PandaDoc reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Based on 64 PandaDoc reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Based on 76 PandaDoc reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts

Based on 240 PandaDoc reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic

Based on 212 PandaDoc reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business

Based on 201 PandaDoc reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules

Based on 235 PandaDoc reviews and verified by the G2 Product R&D team. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Based on 63 PandaDoc reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet)

Based on 56 PandaDoc reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

Based on 31 PandaDoc reviews and verified by the G2 Product R&D team. End customer users can configure, price, and buy products in a self service environment online

Based on 931 PandaDoc reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information.

Based on 926 PandaDoc reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process.

Based on 794 PandaDoc reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals.

Based on 889 PandaDoc reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device.

Based on 906 PandaDoc reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals.

Based on 870 PandaDoc reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding.

Based on 864 PandaDoc reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal.

Based on 760 PandaDoc reviews and verified by the G2 Product R&D team. Multiple users can edit a single document.

Based on 755 PandaDoc reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval.

Based on 853 PandaDoc reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long.

Based on 743 PandaDoc reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best.

Based on 802 PandaDoc reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance.

Based on 832 PandaDoc reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Based on 894 PandaDoc reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions.

Based on 756 PandaDoc reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients.

Based on 873 PandaDoc reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow.

Based on 557 PandaDoc reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals.

Based on 649 PandaDoc reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Based on 985 PandaDoc reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features.

Based on 948 PandaDoc reviews and verified by the G2 Product R&D team. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields.

Based on 969 PandaDoc reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts.

Based on 883 PandaDoc reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources.

Based on 862 PandaDoc reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features.

Based on 919 PandaDoc reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system.

Based on 980 PandaDoc reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones.

Based on 895 PandaDoc reviews and verified by the G2 Product R&D team. Contracts can be stored in a central online repository with built in search capabilities.

Based on 776 PandaDoc reviews and verified by the G2 Product R&D team. The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract.

Based on 912 PandaDoc reviews and verified by the G2 Product R&D team. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities.

Facilitates web conferencing functionality to allow for remote notarization This feature was mentioned in 39 PandaDoc reviews.

Provides electronic notary journal entries 35 reviewers of PandaDoc have provided feedback on this feature.

Based on 34 PandaDoc reviews. Integrates with e-signature, contract management, or web conferencing software

Integrate with software such as ERP or CRM to use data for document generation This feature was mentioned in 611 PandaDoc reviews.

Allows users to generate documents using information from spreadsheets 521 reviewers of PandaDoc have provided feedback on this feature.

Ability to generate new documents using other documents in multiple formats 671 reviewers of PandaDoc have provided feedback on this feature.

Include templates for various types of documents such as invoices or quotes 700 reviewers of PandaDoc have provided feedback on this feature.

Allow users to personalize documents for branding purposes 660 reviewers of PandaDoc have provided feedback on this feature.

Define and manage workflows for document distribution This feature was mentioned in 642 PandaDoc reviews.

Provide the ability to generate and deliver documents by batch 518 reviewers of PandaDoc have provided feedback on this feature.

Ability to auto-extract all key contract metadata and clause language.

Provides document parsing, redlining, and auto-tagging for clause comparisons.

Ability to analyze text within contracts by using pattern recognition.

Provides the ability to understand and process human language/s within contracts.

Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.).

Ability to import contracts into a centralized repository.

Provides the ability to export contract data into other systems.

Ability to create reports and dashboards with contract data to provide strategic insights.

Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms.

Allows users to add custom fields to forms that aren't already on the templates 138 reviewers of PandaDoc have provided feedback on this feature.

As reported in 123 PandaDoc reviews. Enables forms to hide or show certain fields based on respondents' answers

As reported in 135 PandaDoc reviews. Allows users to create forms with more than one page

Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) 136 reviewers of PandaDoc have provided feedback on this feature.

Based on 120 PandaDoc reviews. Enables forms to be embedded onto a website without having to create code from scratch

Can used without an internet connection This feature was mentioned in 113 PandaDoc reviews.

Based on 139 PandaDoc reviews. Sends notifications when a completed form is recieved

As reported in 118 PandaDoc reviews. Contains integrations with payment processors, enabling users to accept payments through forms

Based on 120 PandaDoc reviews. Allows users to build, distribute and access forms from a mobile device

Condenses long documents or text into a brief summary.

Based on 266 PandaDoc reviews. Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary. 259 reviewers of PandaDoc have provided feedback on this feature.

As reported in 219 PandaDoc reviews. Allows users to generate text based on a text prompt.

Based on 217 PandaDoc reviews. Condenses long documents or text into a brief summary.

As reported in 216 PandaDoc reviews. Provides the ability to generate images from a text prompt.

As reported in 213 PandaDoc reviews. Converts images into a textual description, identifying key elements.

Allows users to generate text based on a text prompt. 241 reviewers of PandaDoc have provided feedback on this feature.

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Based on 82 PandaDoc reviews. Capability to perform complex tasks without constant human input

As reported in 181 PandaDoc reviews. Capability to perform complex tasks without constant human input

Works across multiple software systems or databases 177 reviewers of PandaDoc have provided feedback on this feature.

Improves performance based on feedback and experience This feature was mentioned in 177 PandaDoc reviews.

Engages in human-like conversation for task delegation 176 reviewers of PandaDoc have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting 177 reviewers of PandaDoc have provided feedback on this feature.

Makes informed choices based on available data and objectives This feature was mentioned in 178 PandaDoc reviews.

Capability to perform complex tasks without constant human input This feature was mentioned in 87 PandaDoc reviews.