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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 PORTALD?

PORTALD is a tailored client portal specifically designed for small businesses in the UK, facilitating the efficient collection of documents, photos, forms, and signed contracts. Users have the ability to create tailored checklists, assess uploaded items, approve submissions, or request replacements along with necessary explanations. Moreover, optional AI assessments evaluate uploads against the provided guidelines and deliver preliminary insights, although the final decision remains with the business. The platform also features online forms, electronic signature capabilities, and staff access with assigned roles. With its integration with Xero, clients can effortlessly access and download their invoices, covering both paid and unpaid amounts. PORTALD is accessible through a web browser on mobile devices or computers, negating the need for app downloads. The Solo plan is priced at £25 + VAT per month for businesses with a customer base of up to 100, offering 500 MB of storage, while the Practice plan, available for £75 + VAT per month, caters to up to 1,000 customers with 5 GB of storage, a custom portal domain, and priority support. Additionally, users can take advantage of a 14-day Solo trial that includes AI checks without the necessity of providing credit card information. Developed and overseen by IT BOFFINS LTD in the UK, PORTALD is designed to streamline administrative processes and enhance client interactions for small businesses. By combining user-friendly features with adaptable pricing structures, PORTALD stands out as an attractive solution for companies aiming to refine their document management strategies. The platform not only promotes efficiency but also fosters stronger relationships between businesses and their clients.

Media

Media

Integrations Supported

Xero
Axis LMS
COZYROC SSIS+ Suite
Causal
Cognito Forms
Computer for Counsel
HubSpot CRM
Latenode
Motileo
Nango
Parsey
RevOnyx
Salesforce
Square Payroll
Square for Retail
VipeCloud
ZoomInfo GTM Studio
envivo
intelliHR

Integrations Supported

Xero

API Availability

Has API

API Availability

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

£25/business/month
Solo is £25 + VAT per business/month for up to 100 customers and 500 MB of storage. Practice is £75 + VAT per month for up to 1,000 customers and 5 GB of storage, with a custom portal domain and priority support. The 14-day Solo trial includes AI checks and requires no payment card.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

PandaDoc

Date Founded

2011

Company Location

United States

Company Website

demo.pandadoc.com/

Company Facts

Organization Name

IT BOFFINS LTD

Date Founded

2020

Company Location

United Kingdom

Company Website

www.portald.co.uk

Categories and Features

AI RFP

Not specified

Billing and Invoicing

Contact Database
Customizable Invoices
Dunning Management
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Recurring/Subscription Billing
Tax Calculator

Contract Management

Completion Tracking
Contract Lifecycle Management
Electronic Signature
Pre-built Templates
Version Control
Workflow Management

CPQ

Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Digital Signature

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

Document Collection

Not specified

Document Management

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

Document Workflow

Not specified

E-Notary

Not specified

eSignature APIs

Not specified

Proposal Management

Automatic Formatting
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
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Renewal Management

Not specified

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Performance Management
Presentation Management
Proposal Management

Workflow Management

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

Categories and Features

Document Collection

Not specified

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