PandaDoc Reviews & Ratings

PandaDoc

4.7 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Ratings and Reviews 56 Ratings

Total 4.5 out of 5 stars
ease 4.5 out of 5 stars
features 4.5 out of 5 stars
design 4.5 out of 5 stars
support 4.5 out of 5 stars

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What is Secure Exchanges?

Explore a secure and intuitive platform tailored for the safe transfer, retrieval, and signing of sensitive documents, allowing for file sizes of up to 2.5G per email while safeguarding confidential information within and beyond your organization. Our innovative technology enables users to bolster the security of their email communications by implementing various control mechanisms, such as limiting the number of times a document can be accessed, establishing expiration dates, and utilizing SMS codes and passwords to ensure smooth delivery to recipients. In today's increasingly precarious digital environment, choosing a groundbreaking and reliable solution is vital for effective digital security. Whether you need to send or receive emails with large confidential attachments or require documents to be signed, our platform is fully equipped to facilitate the safe exchange of sensitive information, including passwords, credit card numbers, financial records, tax documents, incident reports, and any other confidential data intended for email sharing. With our advanced technology, you can confidently address the security needs and requirements of your organization, ensuring that your sensitive information remains protected throughout the entire process. Embrace the future of secure communication and enhance your organization's data protection strategies today.

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.

Media

Media

Integrations Supported

Gmail

Integrations Supported

AccessOwl
Causal
Coevera
Cognito Forms
Desktop.com
Motileo
Nutshell
PayPal
Quickwork
Rentroom
Square POS
Square Payments
Square for Retail
Truto
Vessel
Zapier
Zoom
monday AI work platform
servis.ai

API Availability

API Availability

Has API

Pricing Information

$0.99 per user per month
Free Trial Offered?

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?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Secure Exchanges

Company Location

Canada

Company Website

www.secure-exchanges.com

Company Facts

Organization Name

PandaDoc

Date Founded

2011

Company Location

United States

Company Website

demo.pandadoc.com/

Categories and Features

Digital Signature

Audit Trail
Authentication
Customizable Templates
Document Analytics
Mobile Signature
Task Progress Tracking

eSignature APIs

Not specified

Secure Email Gateway

Threat Protection

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

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