[ PandaDoc Reviews ](https://www.g2.com/products/pandadoc/reviews) [ PandaDoc Reviews ](https://www.g2.com/products/pandadoc/reviews) # PandaDoc Features ##### ## Platform (28) Custom Branding Custom branding can be applied through signature process User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Performance and Reliability Integration APIs Email Management Manage, store and organize emails within the system or via third-party apps Template Management Create, save, and re-purpose templates for emails, forms, etc. Mobile Access Access software remotely via mobile devices Forms Management Store, manage and track all forms in a centralized location Contact Management Manage, organize, and store contact information Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Contract/License Management Track, store, and access client contracts or licenses Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Event Management Schedule and manage the logistics of activities and other gatherings Marketing Management Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Expiration Management Track and manage expiration of various items including products, warranties, licenses, and contracts Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Video Management Store and manage online video content CRM Integration CRM integration is flexible and easy to maintain Integration API System provides API's that can be used to easily integrate to financial and other 3rd party systems Internationalization System support multiple currencies and languages to enable business in multiple countries Scalability Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers Reporting and Dashboards Easily generate desired reports and dashboard on configurations, pricing, and quoting ERP Integration ERP integration is flexible and easy to maintain Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Signature Process (10) Document Signing Allows signor to easily and intuitively sign documents Reminders and Expirations Reminds signors of documents that are waiting to be signed and document expiration dates Sign-In Process Process of authenticating is secure and seemless Mobile Signatures User can easy send and sign documents on mobile devices Signature Workflow Sendor/Adminstrators can easily set up and track documents through multiple signature steps Bulk Digital Signatures Send documents requiring signature to 1000's of signers at once Reporting Provides standard reports and easy creation of custom reports to manage signature process Signature Document Creation Easy to create signature blocks on all required electronic document types/formats Multi-Party Signing Share documents with different users to collect multiple signatures Electronic Signature Digitally sign online documents Show More ##### ## Security and Scalability (3) Regulatory Compliance Meets required regulartory compliances Signature History and Audit Tracks all document signing history to comply with required regulations Enterprise Scalability Provides features to allow scaling for large organizations Show More ##### ## Configuration - cpq (5) Product Catalog Allows users to search, filter, sort and select items to be added to quote Guided Selling Based on answering questions about customers the configurator automatically selects the best fit products Configuration Rules Rules ensure that users select only compatible options and that all required items are included Price Configuration Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured Show More ##### ## Pricing (6) Pricing Flexibility Ability to support multiple pricing models for one-time, recurring, and other items Discounting Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements Commerical Rules Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations Terms and Conditions Ensure that users automatically include the right terms based on items being quoted Approval Workflow Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly Renewals Allows users to renew existing contracts based on contracted pricing and existing assets already owned Show More ##### ## Quoting (6) Grouping Ability to easily group items on quotes; apply and manage discounts and pricing by group Version Control Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version Quote Document Generation Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) Ordering Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration Contracts Ability to convert accepted quotes into contracts; set up of required assets and contracts Approval Process Control Manage the process of evaluating documents or requests submitted for approval Show More ##### ## Admin (11) Configuration Ease of Admin Easily build and maintain configurator; flexibility to easily embed all desired business logic Pricing Administration Can easily build and maintain pricing logic required by business Workflow Management Easily build and maintain workflows, misc commercial fields, commercial rules Document Management Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs Contact Management Manage, organize, and store contact information Discount Management Track products that are for sale at a reduced price or part of coupon promotions Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Contract/License Management Track, store, and access client contracts or licenses Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Price/Margin Management Track and manage the profit margin between the cost of a product and its selling price. Order Management Manage and track customer orders for goods, investments, or any other purchases Show More ##### ## Channels (3) Mobile User Support Supports users working on a mobile devide (phone and/or tablet) Channel Partner Support Provides functionality for channel partners to configure, price, quote and buy products in a self service environment eCommerce End customer users can configure, price, and buy products in a self service environment online Show More ##### ## Document Creation (6) Customizability: Variables and Fields Define fields to pull in dynamic information. Template Creation and Flexibility Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. Rich Media How well the platform supports images, audio, and video in proposals. Online Document Creation Create adaptive online documents for view via browser or mobile device. PDF Creation Create attractive PDF versions of proposals. Custom Branding Brand proposals and the application's portal with your company's logos and branding. Show More ##### ## Workflow (3) Document Builder Interface Easily search for and add elements to a proposal. Collaborative Creation Multiple users can edit a single document. Assembly and Approval Workflows Automate workflows by routing documents to the correct individuals for adding content and approval. Show More ##### ## Analytics (3) Engagement Tracking Track who is looking at proposals and how often or for how long. Proposal Effectiveness Reporting Find out which pieces of content are performing best. Reporting and Dashboards Access pre-built and custom reports and dashboards on proposal volume and acceptance. Show More ##### ## Administration and Platform (13) User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Alerts and Notifications Program in-app and email notifications for approval milestones or actions. CRM Integration Push and pull data from CRM to build proposals and update statuses with clients. E-Signature Integration Couple accepting proposals and signing contracts together in one workflow. CPQ Integration Push and pull data from quote applications to build proposals. API / Integrations 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. Contract/License Management Track, store, and access client contracts or licenses Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Contact Management Manage, organize, and store contact information RFP Management Manage and process incoming documents detailing requests for proposals Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Task Management Create, manage and track all task activities and progression Show More ##### ## Contract Management Platform Features (12) Contract Creation Users can create new contracts within the platform using built-in document creation features. Contract Templates Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. Contract Editing Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. Contract Attachments Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. Contract Collaboration Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. Approval Process Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. Notifications & Reminders Receive notifications and schedule reminders with alerts according to contract milestones. Contract Database Contracts can be stored in a central online repository with built in search capabilities. Integrations / APIs 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. Reporting & Dashboards Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. Government Contracts Contracts specific to government agencies or organizations who deal with government agencies Specialty Contracts An agreement that's only valid if signed by all involved parties, sealed, and delivered Show More ##### ## Functionality (3) Remote Notarization Facilitates web conferencing functionality to allow for remote notarization Journal Entries Provides electronic notary journal entries Integration Integrates with e-signature, contract management, or web conferencing software Show More ##### ## Data Sources (3) Software Integrate with software such as ERP or CRM to use data for document generation Spreadsheets Allows users to generate documents using information from spreadsheets Documents Ability to generate new documents using other documents in multiple formats Show More ##### ## Generation (5) Templates Include templates for various types of documents such as invoices or quotes Branding Allow users to personalize documents for branding purposes Email Templates Pre-made examples and templates for emails Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Show More ##### ## Delivery (3) Workflow Define and manage workflows for document distribution Batch Provide the ability to generate and deliver documents by batch Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Show More ##### ## Platform Basics (2) Data Extraction Ability to auto-extract all key contract metadata and clause language. Contract Comparisons Provides document parsing, redlining, and auto-tagging for clause comparisons. Show More ##### ## Artificial Intelligence Capabilities (3) Text Analytics Ability to analyze text within contracts by using pattern recognition. NLP Provides the ability to understand and process human language/s within contracts. OCR Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.). Show More ##### ## Contract Data (4) Data Import Ability to import contracts into a centralized repository. Data Export Provides the ability to export contract data into other systems. Custom Reporting Ability to create reports and dashboards with contract data to provide strategic insights. Clause Identification and Mapping Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms. Show More ##### ## Customization (5) Custom Fields Allows users to add custom fields to forms that aren't already on the templates Conditional Logic Enables forms to hide or show certain fields based on respondents' answers Multi-page Forms Allows users to create forms with more than one page Design Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) Forms Creation & Design Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Show More ##### ## Additional Functionality (268) Embedded Forms Enables forms to be embedded onto a website without having to create code from scratch Offline Capability Can used without an internet connection Notifications Sends notifications when a completed form is recieved Payments Contains integrations with payment processors, enabling users to accept payments through forms Mobile Forms Allows users to build, distribute and access forms from a mobile device Customizable Forms Customize contracts and forms to collect specific information Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Electronic Signature Digitally sign online documents Full Text Search Search for specific words or phrases within a document or database Data Import/Export Import and export data to and from software applications CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Contract Drafting Create, edit, and revise contracts/written agreements Activity Tracking Track and document all activities across devices, networks, and other systems Customizable Reports Alter the layout and content of reports Sell Side (Customers) An agreement between a buyer and a seller for the sale and delivery of goods or services Task Management Create, manage and track all task activities and progression Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Annotations Highlight content and/or make notations about parts of content Workflow Management Create, design and manage workflows for repetitive tasks Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Audit Trail A record of all activities within the system, including user access, changes made, etc. Contract Negotiation Dialogue between two or more parties to resolve points of difference and agree on a set of legally binding terms Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Document Storage Store and organize documents in a centralized system Customizable Fields Customize data fields to support various needs and use cases AI Redlining The use of AI to automate the process of reviewing, identifying and marking changes in contracts Version Control Track revisions and updates made to files and navigate between different versions Completion Tracking Track the current status and completion of activities, tasks, goals or deliverables via progress indicators Contact Management Manage, organize, and store contact information Access Controls/Permissions Define levels of authorization for access to specific files or systems AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Document Review Review and analyze existing information across documents Customizable Branding Add customized logos and colors to align with company branding Configurable Workflow Configure existing workflows to meet your organization's needs Document Management Store, manage, and track all electronic documents in a centralized location Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Buy Side (Suppliers) An agreement between a business and an external supplier for the delivery of a set of products or services Payment Processing Accept, record, and reconcile financial transactions File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Approval Process Control Manage the process of evaluating documents or requests submitted for approval Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Authentication Verify the identity of users/devices to enable secure access Data Security Protect sensitive data for digital privacy Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Access Controls/Permissions Define levels of authorization for access to specific files or systems Version Control Track revisions and updates made to files and navigate between different versions Single Sign On Allow users to access multiple services after entering their login credentials once Audit Trail A record of all activities within the system, including user access, changes made, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Encryption Convert data into a code for security Signature Capture Digitally capture and store a person's handwritten signature Document Conversion Convert documents and images into editable file formats Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Team Collaboration Allow multiple team members to edit and work on the same document Generative AI Use AI to generate content in the form of text, images, videos, etc. Status Tracking Track the status over time for a request, process, asset, or transaction Customizable Fields Customize data fields to support various needs and use cases Searchable Database A collection of records that can be retrieved based on specific queries QR Codes Matrix barcode that stores information Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Multi-Location Manage and support multiple locations Real-Time Data Receive data and information in real time Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Age Verification A way for institutions and businesses to check the age of their customers/clients. Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Secure Data Storage Securely stores data to prevent data loss or breaches Waiver Kiosk Set up computers on location to help users sign waivers on-site Data Import/Export Import and export data to and from software applications Photo Capture Capture photos for any type of use case Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Templates Sample files or documents that could be customized as needed or used as is Collaboration Tools Provides a channel for team members to share media files, communicate, and work together AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Automatic Formatting Automatically formats data in a predetermined way Client Portal Private online space that lets businesses securely share documents and provide information access to clients Access Controls/Permissions Define levels of authorization for access to specific files or systems Quotes/Estimates Generate quotes or estimates for customers Customizable Reports Alter the layout and content of reports Content Library Centralized repository to store content and assets Data Import/Export Import and export data to and from software applications Document Review Review and analyze existing information across documents Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Reminders Timed notification for any upcoming task, deadline, appointment, or activity Audit Trail A record of all activities within the system, including user access, changes made, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval Version Control Track revisions and updates made to files and navigate between different versions Customizable Forms Customize contracts and forms to collect specific information Multiple Format Support Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Collaboration Tools Provides a channel for team members to share media files, communicate, and work together API Application programming interface that allows for integration with other systems/databases Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Third-Party Integrations Set up connections to third-party platforms to improve business processes Text Editing Edit text as needed Audit Trail A record of all activities within the system, including user access, changes made, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Multiple Output Formats Create content in various formats, such as print, PDF, HTML and more Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Data Import/Export Import and export data to and from software applications Access Controls/Permissions Define levels of authorization for access to specific files or systems Forms Management Store, manage and track all forms in a centralized location Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Content Library Centralized repository to store content and assets Customizable Fields Customize data fields to support various needs and use cases Multi-Language Manage and support multiple languages Data Storage Management Manage and store data in a database Contract Drafting Create, edit, and revise contracts/written agreements Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Full Text Search Search for specific words or phrases within a document or database Interaction Tracking Track interaction history by documenting conversations for contacts Contract/License Management Track, store, and access client contracts or licenses Document Review Review and analyze existing information across documents Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Template Management Create, save, and re-purpose templates for emails, forms, etc. Electronic Signature Digitally sign online documents Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Version Control Track revisions and updates made to files and navigate between different versions AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Commenting/Notes Leave comments and notes on documents for others to view Content Publishing Options Facilitates online authoring and publishing of the content Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Content Library Centralized repository to store content and assets Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Customizable Branding Add customized logos and colors to align with company branding SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access API Application programming interface that allows for integration with other systems/databases Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Data Capture and Transfer Import, collect, and capture data from multiple sources Autofill Automatically populating fields or sections within a form Multi-Channel Distribution Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers Convert to PDF Create, edit, convert to and from PDF files Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Media Library Collection of images, videos and other digital content that can be used Generative AI Use AI to generate content in the form of text, images, videos, etc. Full Text Search Search for specific words or phrases within a document or database Surveys & Feedback Gauge satisfaction and receive information for improvement and success Data Import/Export Import and export data to and from software applications Forms Management Store, manage and track all forms in a centralized location Electronic Signature Digitally sign online documents Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Mobile Access Access software remotely via mobile devices Price and Cost Calculations Calculate rule-based prices for a product/service Data Visualization Graphical representation of data Rules Engine It is a logic or a condition that executes business rules in a runtime production environment Real-Time Data Receive data and information in real time Quotes/Estimates Generate quotes or estimates for customers Audit Trail A record of all activities within the system, including user access, changes made, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Access Controls/Permissions Define levels of authorization for access to specific files or systems Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Document Storage Store and organize documents in a centralized system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Product Configurator Customize the specifications of a finished product to meet the particular needs of a customer Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Forecasting Form predictions based on past and present data/trends Bills of Material Material list of manufacturing parts and associated costs Multi-Currency Manage and handle various international currencies Generative AI Use AI to generate content in the form of text, images, videos, etc. Customizable Branding Add customized logos and colors to align with company branding Electronic Signature Digitally sign online documents Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Corrective and Preventive Actions (CAPA) Investigate and take action at root cause or error in processes to prevent recurring issues Document Lifecycle Management Series of processes that a document goes through from creation to archiving Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Compliance Management Track and manage adherence to policies for any service, product, process, or supplier For Medical Purposes Intended for medical use such as diagnosis, treatment, and consultation For Legal Professionals Specifically designed to address the needs of law firms and legal departments Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Risk Assessment Initiate collection and analysis of known risks Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Workflow Management Create, design and manage workflows for repetitive tasks Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Quality Control Ensure that quality requirements and standards are met across production processes Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Approval Process Control Manage the process of evaluating documents or requests submitted for approval Secure Data Storage Securely stores data to prevent data loss or breaches Mobile Access Access software remotely via mobile devices Version Control Track revisions and updates made to files and navigate between different versions Task Management Create, manage and track all task activities and progression Indexing Compile and organize data into specific metrics Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Activity Tracking Track and document all activities across devices, networks, and other systems Disaster Recovery Plan and implement business continuity measures in case of unforeseen events Multiple Format Support Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12) Change Management Track and monitor efficient handling of all changes/transitions File Management Create, save, and store files File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Document Management Store, manage, and track all electronic documents in a centralized location Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Third-Party Integrations Set up connections to third-party platforms to improve business processes Access Controls/Permissions Define levels of authorization for access to specific files or systems Data Import/Export Import and export data to and from software applications Audit Trail A record of all activities within the system, including user access, changes made, etc. Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws API Application programming interface that allows for integration with other systems/databases Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Electronic Signature Digitally sign online documents Document Review Review and analyze existing information across documents Full Text Search Search for specific words or phrases within a document or database Revision History Track what was updated, who made the changes, compare two revisions, and revert or perform another revision Real-Time Reporting Active reporting of data and metrics Forms Management Store, manage and track all forms in a centralized location Document Generation Custom forms to streamline repetitious aspects of a document SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Access Expiration Management Set rules for access to expire based on fixed dates, time elapsed, number of views, number of downloads etc. Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Metadata Extraction Retrieval of embedded metadata that is present within a file Commenting/Notes Leave comments and notes on documents for others to view Document Editing Makes changes to document features such as text, fonts, formatting, etc. File Recovery Recover lost, deleted, or damaged files Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Annotations Highlight content and/or make notations about parts of content Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Email Management Manage, store and organize emails within the system or via third-party apps Customizable Branding Add customized logos and colors to align with company branding Document Capture Scan, move or upload electronic files within the software's repository File Conversion Convert files to a different format Document Storage Store and organize documents in a centralized system Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Metadata Management Collect and maintain structured information that describes data or content Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Autosave The system automatically saves work on an interval without the user needing to manually save For Engineering Documents Training Management Track employee/learner's progression through training programs Version Rollback The process of reverting to a previous version or state Digital Signature Electronic signing method that validates the authenticity and integrity of a digital document Status Tracking Track the status over time for a request, process, asset, or transaction Version Comparison The process of cross-checking new versions with previous copies to identify changes Document Check-in/Check-out Document Check-in/Check-out Show More ##### ## Generative AI (13) AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Image Provides the ability to generate images from a text prompt. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. Document Generation Custom forms to streamline repetitious aspects of a document AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials Show More ##### ## Generative AI - cpq (3) Dynamic Quoting Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior Dynamic Pricing Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors Personalized Sale Recommendations Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs Show More ##### ## Agentic AI - Salesforce AppExchange Apps (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Contract Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - E-Signature (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Document Generation (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Analytics & Performance - AI Proposal Generator Tools (1) Proposal Performance Analytics Tracks win rates, response effectiveness, and content usage across submissions Show More ##### ## AI Response Generation - AI Proposal Generator Tools (4) Continuous Learning from Edits Improves future responses by learning from user edits and approved changes Response Personalization & Tone Control Adapts generated responses to match company voice, tone, and specific bid context Contextual Answer Recommendations Recommends relevant answers based on similar past responses and content library matches AI Draft Response Generation Generates first-draft responses using approved organizational content and context Show More ##### ## Collaboration & Workflow - AI Proposal Generator Tools (2) SME Assignment & Task Routing Assigns questions to subject matter experts and routes tasks for completion Review & Approval Workflows Enables multi-stage review, commenting, and approval of proposal responses Show More ##### ## Document Processing & Extraction - AI Proposal Generator Tools (3) Requirement Identification & Tagging Identifies and categorizes requirements, deadlines, and response types within documents Multi-Format Document Ingestion Supports ingestion of PDFs, Word files, spreadsheets, and web-based forms for processing RFP & Questionnaire Parsing Extracts structure, questions, and requirements from uploaded RFPs, RFIs, and questionnaires Show More ##### ## Content Management - AI Proposal Generator Tools (3) Governed Content Library Stores and manages approved answers, documents, and knowledge assets for reuse Content Versioning & Approval Controls Tracks content changes and enforces approval workflows for updates Duplicate Detection & Content Optimization Identifies redundant or outdated content and suggests consolidation or improvements Show More ## Top-Rated Alternatives [ ![Proposify](https://images.g2crowd.com/uploads/product/hd_favicon/c9c4f4613d98269846967bdb81d04f85/proposify.svg "Proposify") Proposify 4.6/5(1,143) ](https://www.g2.com/products/proposify/reviews) [ ![Qwilr](https://images.g2crowd.com/uploads/product/hd_favicon/d006c87add0987c5a3a22be14a81bd79/qwilr.svg "Qwilr") Qwilr 4.6/5(914) ](https://www.g2.com/products/qwilr/reviews) [ ![GetAccept](https://images.g2crowd.com/uploads/product/hd_favicon/e6889f440c0cb205dbd1ef1d76a18c56/getaccept.svg "GetAccept") GetAccept 4.6/5(1,267) ](https://www.g2.com/products/getaccept/reviews) [ View All Alternatives ](https://www.g2.com/products/pandadoc/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Document Signing](/glossary/document-signing-definition) Document signing plays an important role within the contract management process. Learn more about document signing and how it is used by industry professionals, along with other helpful information on the benefits of document signing. [Data Export](/glossary/data-export-definition) Data export definition explained: formats, compliance, automation tips, and best practices to securely share, migrate, and back up your business data. [Approval Workflow](/glossary/approval-workflow-definition) Approval workflow is a business practice in which individuals must approve data or tasks at specific points in a process. Learn more about approval workflows, their best practices, and how businesses can use workflow automation to ease the process. [Document Builder](/glossary/document-builder-definition) A document builder is a software application that is used to create text-based documents. PandaDoc Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4c697348c4308e45662f69fd954993d8/docusign.png "Product Avatar Image") Docusign 4.5/5(2,629) [ Compare Now ](https://www.g2.com/compare/docusign-vs-pandadoc) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a949371c12a6bd313fd178254aa646e/proposify.png "Product Avatar Image") Proposify 4.6/5(1,143) [ Compare Now ](https://www.g2.com/compare/pandadoc-vs-proposify) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_627dd8db3a1804ec415a8205b36747ec/dropbox-sign-formerly-hellosign.png "Product Avatar Image") Dropbox Sign (formerly... 4.7/5(2,283) [ Compare Now ](https://www.g2.com/compare/dropbox-sign-formerly-hellosign-vs-pandadoc) ##### Categories on G2 [ Online Form Builder ](https://www.g2.com/categories/online-form-builder)[ Salesforce AppExchange Apps ](https://www.g2.com/categories/salesforce-appexchange-apps)[ E-Signature ](https://www.g2.com/categories/e-signature) [ Document Generation ](https://www.g2.com/categories/document-generation)[ Contract Management ](https://www.g2.com/categories/contract-management)[ Proposal ](https://www.g2.com/categories/proposal)[ Document Management ](https://www.g2.com/categories/document-management)[ CPQ ](https://www.g2.com/categories/cpq)[ AI Proposal Generator Tools ](https://www.g2.com/categories/ai-proposal-generator-tools)[ Contract Analytics ](https://www.g2.com/categories/contract-analytics)[ E-Notary ](https://www.g2.com/categories/e-notary) Show More ##### Explore More [ Mediafly vs ValueCore for an enterprise sales team comparing value selling tools that need ROI calculators and business case builders: which is worth building the value selling motion around? ](https://www.g2.com/discussions/mediafly-vs-valuecore-for-an-enterprise-sales-team-comparing-value-selling-tools-that-need-roi-calculators-and-business-case-builders-which-is-worth-building-the-value-selling-motion-around)[ Which AR content management systems let designers filter and search for specific model types quickly? ](https://www.g2.com/discussions/which-ar-content-management-systems-let-designers-filter-and-search-for-specific-model-types-quickly)[ Types of Advertising ](https://www.g2.com/articles/types-of-advertising) [ Which home care agency management platforms integrate scheduling, billing, and compliance tracking in a single system? ](https://www.g2.com/discussions/which-home-care-agency-management-platforms-integrate-scheduling-billing-and-compliance-tracking-in-a-single-system)[ What are the best data de-identification platforms that remove PII from databases without application code changes or complex integrations? ](https://www.g2.com/discussions/what-are-the-best-data-de-identification-platforms-that-remove-pii-from-databases-without-application-code-changes-or-complex-integrations)[ Pros and Cons Details ](https://www.g2.com/products/pandadoc/reviews?qs=pros-and-cons) Show More [ Mediafly vs ValueCore for an enterprise sales team comparing value selling tools that need ROI calculators and business case builders: which is worth building the value selling motion around? ](https://www.g2.com/discussions/mediafly-vs-valuecore-for-an-enterprise-sales-team-comparing-value-selling-tools-that-need-roi-calculators-and-business-case-builders-which-is-worth-building-the-value-selling-motion-around)[ Which AR content management systems let designers filter and search for specific model types quickly? ](https://www.g2.com/discussions/which-ar-content-management-systems-let-designers-filter-and-search-for-specific-model-types-quickly)[ Types of Advertising ](https://www.g2.com/articles/types-of-advertising) [ Which home care agency management platforms integrate scheduling, billing, and compliance tracking in a single system? ](https://www.g2.com/discussions/which-home-care-agency-management-platforms-integrate-scheduling-billing-and-compliance-tracking-in-a-single-system)[ What are the best data de-identification platforms that remove PII from databases without application code changes or complex integrations? ](https://www.g2.com/discussions/what-are-the-best-data-de-identification-platforms-that-remove-pii-from-databases-without-application-code-changes-or-complex-integrations)[ Pros and Cons Details ](https://www.g2.com/products/pandadoc/reviews?qs=pros-and-cons)