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What is PandaDoc?

PandaDoc is a versatile document management solution designed for the creation and oversight of various business documents. This software is not only robust and secure but also offers seamless integration with other tools. Users can swiftly create, monitor, and sign documents, making their workflow more efficient. With PandaDoc, organizations can effectively manage a wide range of documents, including proposals, quotes, contracts, and HR materials, ensuring that all necessary paperwork is handled with ease. Additionally, its user-friendly interface enhances the overall document management experience for businesses.

What is Chargent?

Chargent Payment Processing for Salesforce is recognized as the leading payment solution found on the Salesforce AppExchange. This fully native application is crafted to support both credit card and ACH transactions for both one-time and recurring billing, all optimized for the lightning interface. With Chargent, users have comprehensive oversight of their payment processing, managing everything conveniently within Salesforce, where all customer data is stored. Its straightforward installation as an add-on makes it a popular choice, and since its launch in 2008, it has been embraced by countless organizations. Chargent boasts out-of-the-box compatibility with over 30 direct payment gateways, and it includes developer tools that enable tailored solutions to fit various business workflows. Additionally, users can securely handle phone payments through a user-friendly interface, and Chargent supports the concurrent use of multiple gateways, accommodating the diverse needs of different business divisions. Such a robust array of features positions Chargent as an essential tool for companies aiming to enhance their payment processing efficiency and effectiveness. By leveraging this platform, businesses can not only simplify their transactions but also improve overall customer satisfaction through better service.

Media

Media

Integrations Supported

PayPal
Stripe
APIANT
AppManager
COZYROC SSIS+ Suite
Caugia
CloudNuro
Coevera
Eway
FormAssembly
Josys
Latenode
Nimble
QuickBooks Online
SaaShop
ScoreDetect
Shift
Square Payments
Square Payroll
monday dev

Integrations Supported

PayPal
Stripe
APIANT
AppManager
COZYROC SSIS+ Suite
Caugia
CloudNuro
Coevera
Eway
FormAssembly
Josys
Latenode
Nimble
QuickBooks Online
SaaShop
ScoreDetect
Shift
Square Payments
Square Payroll
monday dev

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free eSign - $0 per user per month
Essentials - $19 per user per month
Business - $49 per user per month
Enterprise - price on request
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PandaDoc

Date Founded

2011

Company Location

United States

Company Website

demo.pandadoc.com/

Company Facts

Organization Name

AppFrontier

Date Founded

2012

Company Location

United States

Company Website

www.appfrontier.com/chargent.html

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Quoting

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

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