Ratings and Reviews 56 Ratings

Total
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Ratings and Reviews 2 Ratings

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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 PDF Automation Server?

PDF Automation Server (PAS) offers an extensive array of functions for processing PDF files tailored to various operational needs. This server is critical for enhancing PDF management, optimizing document workflows, and coordinating web services effectively. The REST API Module enables seamless integration into current processes through API calls, while the HTML5 PDF Module allows for the direct conversion and serving of PDF files in web browsers. Additionally, the Workflow Module supports a comprehensive suite of PDF processing and conversion features within a powerful RESTful server framework. Its capability to merge with existing document workflows and connect with third-party integration and orchestration tools further amplifies its utility. Moreover, the HTML PDF Markup Module empowers users to annotate PDF documents directly in their browsers, enhancing collaboration and editing efficiency. Overall, PAS is an indispensable asset for organizations looking to streamline their PDF-related tasks and improve productivity.

Media

Media

Integrations Supported

APIANT
Cognito Forms
Desktop.com
DynaFile
HubSpot Customer Platform
Latenode
Nutshell
PayPal
QuickBooks Online
Quickwork
Rippling
Salesforce
Slack
Square Payroll
Stripe
Tabs
Zendesk
Zendesk Sell
Zoho Directory
envivo

Integrations Supported

APIANT
Cognito Forms
Desktop.com
DynaFile
HubSpot Customer Platform
Latenode
Nutshell
PayPal
QuickBooks Online
Quickwork
Rippling
Salesforce
Slack
Square Payroll
Stripe
Tabs
Zendesk
Zendesk Sell
Zoho Directory
envivo

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

$2,400
Free Trial Offered?
Free Version

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

Qoppa

Date Founded

2002

Company Location

United States

Company Website

qoppa.com

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

PDF

Annotations
Convert to PDF
Digital Signature
Encryption
Merge / Append
PDF Reader
Watermarking

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

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