Wie gebruikt deze software?

PandaDoc bedient bedrijven van het MKB tot grote ondernemingen. Van hondentrimmers tot Panasonic: deze oplossing kan vrijwel elk bedrijf helpen om hun voorstel- en documentprocessen te stroomlijnen.

Gemiddelde scores

584 beoordelingen
  • In totaal 4.5 / 5
  • Gebruiksgemak 4.5 / 5
  • Klantenservice 4.5 / 5
  • Functies 4 / 5
  • Waar voor je geld 4.5 / 5

Productgegevens

  • Beginprijs US$ 9,00/maand
    Zie de prijsinformatie
  • Gratis versie Ja
  • Gratis proefversie Ja, vraag een gratis proefversie aan
  • Implementatie Cloud, SaaS, Web
    Mobiel - iOS native
    Mobiel - Android native
  • Training Persoonlijk
    Live online
    Webinars
    Documentatie
  • Ondersteuning 24/7 (contact met medewerker)
    Kantooruren
    Online

Leveranciergegevens

  • PandaDoc
  • http://www.pandadoc.com
  • Opgericht in 2013

Over PandaDoc

PandaDoc biedt de complete oplossing voor digitale documenten, ontworpen voor efficiëntie. Documenten maken, verzenden, volgen en elektronisch ondertekenen – allemaal vanaf één intuïtief en gebruiksvriendelijk platform. Geef je CRM een boost met de PandaDoc-integraties.

PandaDoc is een ideaal platform voor het beheren van organisatiedocumenten, waaronder voorstellen, offertes, contracten, HR-documenten en meer. Creëer media-rijke documenten met een enkele klik. Krijg op elk gewenst moment toegang tot voltooide documenten vanuit het platform.

Functies van PandaDoc

  • Aanpasbare branding
  • Catalogusbeheer
  • Contactenbeheer
  • Geautomatiseerde offertes
  • Klantenportal
  • Kortingsbeheer
  • Prijsbeheer
  • Productconfigurator
  • 2D-tekening
  • 3D-modellering
  • Begeleide verkoop
  • Goedkeuringswerkstroom
  • Offertes
  • Productconfigurator
  • Vernieuwingsbeheer
  • Voorstellen genereren
  • Zelfserviceportal
  • eCommerce
  • Compliance bijhouden
  • Elektronische handtekening
  • Inkoopzijde (leveranciers)
  • Levensduurbeheer van contracten
  • Overheidscontracten
  • Specialiteitencontracten
  • Verkoopzijde (klanten)
  • Versiebheer
  • Voltooiing bijhouden
  • Voorgedefinieerde sjablonen
  • Workflowbeheer
  • Zoeken in gehele tekst
  • Bestandsherstel
  • Bestandstypen converteren
  • Compliance bijhouden
  • Documenten archiveren
  • Documenten bewaren
  • Documenten indexeren
  • Documenten samenstellen
  • Elektronische handtekening
  • Offline toegang
  • Optische lezers (OCR)
  • Samenwerkingstools
  • Versiebheer
  • Aanpasbare sjablonen
  • Audittrail
  • Automatische herinneringen
  • Documentanalyse
  • Mobiele ondertekening
  • Ondertekening door meerdere partijen
  • Taakvoortgang bijhouden
  • Verificatie/authenticatie
  • Aanmaningsbeheer
  • Aanpasbare facturen
  • Belastingcalculator
  • Betalingen verwerken
  • Contactendatabase
  • Factureren per uur
  • Facturering op terugkerende basis en op abonnementbasis
  • Facturering van onvoorziene gevallen
  • Factureringsportal
  • Meerdere valuta's
  • Mobiele betalingen
  • Online betalingen
  • Online facturering
  • Projectfacturering
De leverancier heeft deze informatie niet opgegeven.
  • Beheer van doelstellingen en quota
  • Beheer van vergaderingen
  • Beheer van voorstellen
  • Contactenbeheer
  • Contentbeheer
  • Documentbeheer
  • Leads beheren
  • Presentatiebeheer
  • Prestatiebeheer
  • Samenwerking
  • Territoriumbeheer
  • Trainingsbeheer
  • Automatische indeling
  • Beheer van offerteaanvragen
  • Contactenbeheer
  • Documentbeheer
  • Elektronische handtekening
  • Kalenderbeheer
  • Kennisbibliotheek
  • Opslagplaats voor inhoud
  • Pipelinebeheer
  • Revisiebeheer
  • Samenwerking
  • Sjablonen
  • Taakbeheer
  • Vereistenbeheer
  • Versiebheer
  • Aanpasbaar dashboard
  • Automatisering van bedrijfsprocessen
  • Compliance bijhouden
  • Documentbeheer
  • Formulierbeheer
  • Grafische workfloweditor
  • Integraties van derden
  • Kalenderbeheer
  • Mobiele toegang
  • No-code
  • Taakbeheer
  • Toegangsopties/machtigingen
  • Workflowconfiguratie

Aanbevolen producten

De nuttigste reviews van PandaDoc

All-around great proposal software and automation tool.

Beoordeeld op 11-5-2018
Heather C.
Senior Marketing Communications Manager
Administratie, 501-1.000 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer 
5/5
In totaal
5 / 5
Gebruiksgemak
4 / 5
Functies en functionaliteit
5 / 5
Klantenondersteuning
5 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Pluspunten: PandaDoc has allowed us to streamline our proposal process tremendously. Because of the content library, template functions and ease of use, we've been able to double the number of proposals we put out in the same timeframe before implementation.
The analytics reporting feature has assisted in increasing our win rates. We can hone in on the areas of our proposals that resonate with our prospects, allowing the follow-up meetings to be more focused - discussing targeted, relevant themes, services and needs.
PandaDoc's development team is very open to feedback and ideas on how to improve the platform. It's refreshing to work with a company that takes your input and one-off special requests to not only deliver on those requests for you but roll out these changes across the board for all of their users. Having a say in the process of polishing and tweaking a product to work best for us is a value-added benefit.
The various plug-ins for other software, such as CRM systems, is useful for collaboration between departments.
The ability to customize the CSS to fit our brand is essential. We can customize templates with designs that fulfill each of our needs.
Having multiple workspaces under one account is extremely helpful keeping documents separated for different departments and projects.

Minpunten: There are a few small issues that we've run into, however, the pros of this software heavily outweigh the cons. PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future.
From time to time we will run into small formatting issues due to a glitch in the coding. More often than not, they are isolated to one document. For a couple of issues we ran into, the development team was able to provide a timely fix, and the issues have been non-recurring.
In the past few years that we've been using the platform, we have only had three instances where the software was down, two of those instances were for less than an hour. Even with the downtime, we have never missed a deadline to deliver a proposal, even in an industry where RFPs are common.

Good.

Beoordeeld op 9-1-2018
Steve A.
GM
Computer- en netwerkbeveiliging, 13-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer 
5/5
In totaal
4 / 5
Gebruiksgemak
3 / 5
Functies en functionaliteit
3 / 5
Klantenondersteuning
4 / 5
Waar voor je geld
Waarschijnlijkheid van aanbeveling:
Niet waarschijnlijk Zeer waarschijnlijk

Opmerkingen: Some efficiency and design options.

Pluspunten: The analytic's built into it and the notifications we receive. Also, the somewhat easy configuration of each template. I would like to be able to create a document on a tablet though!! Unless thats an options now? :) The catalog section does need some work though. I would like to see other changes or options to us with regard to catalog items and how they document themselves as well as options for after a project has been completed and accepted by customer. It would be great to be able to edit the document without changing any words, items, quantities, options but rather be able to lets say re-add a column after the fact and print it to make it easier on purchasing to order the parts being approved by customer. Would be really cool too to integrate a calculator option. Like a pop-up calculator option while figuring our numbers. my two or three cents. :)

Minpunten: We are so used to other, stand-alone systems, that have features such as 'tab' to move to next field that it causes some frustration with our team when we are unable to do that within a pricing table or any table. the other nice thing would be to see line items show up in sequential order-- EX: If I label line item 1 as (Option A) it stays on top of the price list. then when I add a second row, section or catalog item, it defaults to being placed below the first item. Currently this does not happen. We can move them after the fact though...just kind of annoying how it auto-formats that way. Also, would like to see more fonts added in. The fonts available get the job done but still, there should be a larger library of them.
Pricing/Cost---would be awesome to be able to have a price table have a back-end with actual item pricing and SKU's that can be printed after a document has been completed. Cant do this now.
Duplication: Would be awesome to duplicate a document that you didnt know you would need again. Same line items and quantities and pricing. I know you can convert to Template but that's not really what we would like. We want it to be as easy as hitting, 'duplicate document' BUT it changes the quote.sequence number to be different than the original. Now all you have to do is change the customer information and BAM, quick turn-around for contractors looking for numbers on the same project we are bidding. Cant do this now. Otherwise, PandaDoc is awesome!

Lees meer reviews