Product is available as a SaaS solution that requires no additional hardware.
Vendor works with small and midsize customers.
Neon, Vaimo, iOffice, TPD, Marketron
PandaDoc is document management software designed to streamline sales document creation, sending and tracking processes, integrates with third-party business tools already in use such as CRM and financial management tools, and provides users with document process control tool sets for document automation, analysis and team management. The platform offers multiple feature sets in order to enable users to customize the system in order to best reflect company-specific workflows and operations.
The software offers a robust configure, price, quote (CPQ) tool for creating interactive proposals and quotes, allows users to utilize multiple workspaces for managing multiple teams, content, workflows, and access permissions, and provides content and image libraries. Additionally, the platform offers a document theme catalog and editor to ensure all documents maintain company branding, allows users to create automated internal workflows, and enables users to set and adjust document expiration dates for any documents sent to external parties.
PandaDoc was founded in 2011 and is headquartered in Russia.