PandaDoc Features
What are the features of PandaDoc?
Platform
- User, Role, and Access Management
- Performance and Reliability
Signature Process
- Document Signing
- Reminders and Expirations
- Sign-In Process
- Mobile Signatures
- Signature Workflow
- Reporting
- Signature Document Creation
Security and Scalability
- Regulatory Compliance
- Signature History and Audit
- Enterprise Scalability
Contract Management Platform Features
- Contract Creation
- Contract Editing
- Notifications & Reminders
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Technology Glossary Features
View definitions of the features and discover new technology terms.
PandaDoc Categories on G2
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Platform
Custom Branding | Based on 809 PandaDoc reviews and verified by the G2 Product R&D team. Custom branding can be applied through signature process | 88% (Based on 809 reviews) | |
User, Role, and Access Management | Based on 862 PandaDoc reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 90% (Based on 862 reviews) | |
Internationalization | Based on 620 PandaDoc reviews and verified by the G2 Product R&D team. | 88% (Based on 620 reviews) | |
Performance and Reliability | Based on 950 PandaDoc reviews and verified by the G2 Product R&D team. | 92% (Based on 950 reviews) | |
Integration APIs | Based on 649 PandaDoc reviews and verified by the G2 Product R&D team. | 84% (Based on 649 reviews) | |
To which systems have you integrated this product | Not enough data | ||
CRM Integration | Based on 162 PandaDoc reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain | 85% (Based on 162 reviews) | |
Integration API | Based on 139 PandaDoc reviews and verified by the G2 Product R&D team. System provides API's that can be used to easily integrate to financial and other 3rd party systems | 87% (Based on 139 reviews) | |
Internationalization | Based on 145 PandaDoc reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries | 89% (Based on 145 reviews) | |
Scalability | Based on 201 PandaDoc reviews and verified by the G2 Product R&D team. Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers | 93% (Based on 201 reviews) | |
Reporting and Dashboards | Based on 209 PandaDoc reviews and verified by the G2 Product R&D team. Easily generate desired reports and dashboard on configurations, pricing, and quoting | 89% (Based on 209 reviews) | |
ERP Integration | ERP integration is flexible and easy to maintain | Not enough data |
Signature Process
Document Signing | See feature definition | Based on 1451 PandaDoc reviews and verified by the G2 Product R&D team. Allows signor to easily and intuitively sign documents | 96% (Based on 1,451 reviews) |
Reminders and Expirations | Based on 1320 PandaDoc reviews and verified by the G2 Product R&D team. Reminds signors of documents that are waiting to be signed and document expiration dates | 91% (Based on 1,320 reviews) | |
Sign-In Process | Based on 1391 PandaDoc reviews and verified by the G2 Product R&D team. Process of authenticating is secure and seemless | 95% (Based on 1,391 reviews) | |
Mobile Signatures | Based on 1152 PandaDoc reviews and verified by the G2 Product R&D team. User can easy send and sign documents on mobile devices | 90% (Based on 1,152 reviews) | |
Signature Workflow | Based on 1281 PandaDoc reviews and verified by the G2 Product R&D team. Sendor/Adminstrators can easily set up and track documents through multiple signature steps | 94% (Based on 1,281 reviews) | |
Bulk Digital Signatures | Based on 817 PandaDoc reviews and verified by the G2 Product R&D team. Send documents requiring signature to 1000's of signers at once | 88% (Based on 817 reviews) | |
Reporting | Based on 1035 PandaDoc reviews and verified by the G2 Product R&D team. Provides standard reports and easy creation of custom reports to manage signature process | 89% (Based on 1,035 reviews) | |
Signature Document Creation | Based on 1303 PandaDoc reviews and verified by the G2 Product R&D team. Easy to create signature blocks on all required electronic document types/formats | 93% (Based on 1,303 reviews) |
Security and Scalability
Regulatory Compliance | Based on 1042 PandaDoc reviews and verified by the G2 Product R&D team. Meets required regulartory compliances | 93% (Based on 1,042 reviews) | |
Signature History and Audit | Based on 1179 PandaDoc reviews and verified by the G2 Product R&D team. Tracks all document signing history to comply with required regulations | 94% (Based on 1,179 reviews) | |
Enterprise Scalability | Based on 889 PandaDoc reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations | 91% (Based on 889 reviews) |
Configuration - cpq
Product Catalog | Based on 71 PandaDoc reviews and verified by the G2 Product R&D team. Allows users to search, filter, sort and select items to be added to quote | 87% (Based on 71 reviews) | |
Guided Selling | Based on 28 PandaDoc reviews and verified by the G2 Product R&D team. Based on answering questions about customers the configurator automatically selects the best fit products | 88% (Based on 28 reviews) | |
Configuration Rules | Based on 66 PandaDoc reviews and verified by the G2 Product R&D team. Rules ensure that users select only compatible options and that all required items are included | 86% (Based on 66 reviews) | |
Price Configuration | Based on 67 PandaDoc reviews and verified by the G2 Product R&D team. Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price | 86% (Based on 67 reviews) | |
Visual Configuration | Based on 68 PandaDoc reviews and verified by the G2 Product R&D team. Images can be displayed of options to enable users to visualize product options as it is being configured | 88% (Based on 68 reviews) |
Pricing
Pricing Flexibility | Based on 73 PandaDoc reviews and verified by the G2 Product R&D team. Ability to support multiple pricing models for one-time, recurring, and other items | 83% (Based on 73 reviews) | |
Discounting | Based on 71 PandaDoc reviews and verified by the G2 Product R&D team. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements | 78% (Based on 71 reviews) | |
Commerical Rules | Based on 63 PandaDoc reviews and verified by the G2 Product R&D team. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations | 83% (Based on 63 reviews) | |
Terms and Conditions | Based on 67 PandaDoc reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted | 87% (Based on 67 reviews) | |
Approval Workflow | See feature definition | Based on 65 PandaDoc reviews and verified by the G2 Product R&D team. Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly | 88% (Based on 65 reviews) |
Renewals | Based on 57 PandaDoc reviews and verified by the G2 Product R&D team. Allows users to renew existing contracts based on contracted pricing and existing assets already owned | 85% (Based on 57 reviews) |
Quoting
Grouping | Based on 64 PandaDoc reviews and verified by the G2 Product R&D team. Ability to easily group items on quotes; apply and manage discounts and pricing by group | 84% (Based on 64 reviews) | |
Version Control | Based on 62 PandaDoc reviews and verified by the G2 Product R&D team. Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version | 81% (Based on 62 reviews) | |
Quote Document Generation | Based on 69 PandaDoc reviews and verified by the G2 Product R&D team. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | 88% (Based on 69 reviews) | |
Ordering | Based on 58 PandaDoc reviews and verified by the G2 Product R&D team. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | 85% (Based on 58 reviews) | |
Contracts | Based on 71 PandaDoc reviews and verified by the G2 Product R&D team. Ability to convert accepted quotes into contracts; set up of required assets and contracts | 88% (Based on 71 reviews) |
Admin
Configuration Ease of Admin | Based on 226 PandaDoc reviews and verified by the G2 Product R&D team. Easily build and maintain configurator; flexibility to easily embed all desired business logic | 92% (Based on 226 reviews) | |
Pricing Administration | Based on 197 PandaDoc reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business | 88% (Based on 197 reviews) | |
Workflow Management | Based on 186 PandaDoc reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules | 89% (Based on 186 reviews) | |
Document Management | Based on 220 PandaDoc reviews and verified by the G2 Product R&D team. Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs | 92% (Based on 220 reviews) |
Channels
Mobile User Support | Based on 59 PandaDoc reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet) | 83% (Based on 59 reviews) | |
Channel Partner Support | Based on 49 PandaDoc reviews and verified by the G2 Product R&D team. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment | 84% (Based on 49 reviews) | |
eCommerce | Based on 25 PandaDoc reviews and verified by the G2 Product R&D team. End customer users can configure, price, and buy products in a self service environment online | 89% (Based on 25 reviews) |
Document Creation
Customizability: Variables and Fields | Based on 721 PandaDoc reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information. | 87% (Based on 721 reviews) | |
Template Creation and Flexibility | Based on 708 PandaDoc reviews and verified by the G2 Product R&D team. Easily assemble custom fields and variables into reusable templates to automate the proposal creation process. | 87% (Based on 708 reviews) | |
Rich Media | Based on 599 PandaDoc reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 83% (Based on 599 reviews) | |
Online Document Creation | Based on 686 PandaDoc reviews and verified by the G2 Product R&D team. Create adaptive online documents for view via browser or mobile device. | 90% (Based on 686 reviews) | |
PDF Creation | Based on 700 PandaDoc reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals. | 90% (Based on 700 reviews) | |
Custom Branding | Based on 669 PandaDoc reviews and verified by the G2 Product R&D team. Brand proposals and the application's portal with your company's logos and branding. | 88% (Based on 669 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 657 PandaDoc reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal. | 87% (Based on 657 reviews) |
Collaborative Creation | Based on 564 PandaDoc reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 86% (Based on 564 reviews) | |
Assembly and Approval Workflows | Based on 562 PandaDoc reviews and verified by the G2 Product R&D team. Automate workflows by routing documents to the correct individuals for adding content and approval. | 87% (Based on 562 reviews) |
Analytics
Engagement Tracking | Based on 657 PandaDoc reviews and verified by the G2 Product R&D team. Track who is looking at proposals and how often or for how long. | 90% (Based on 657 reviews) | |
Proposal Effectiveness Reporting | Based on 557 PandaDoc reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best. | 86% (Based on 557 reviews) | |
Reporting and Dashboards | Based on 614 PandaDoc reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 87% (Based on 614 reviews) |
Administration and Platform
User, Role, and Access Management | Based on 637 PandaDoc reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 88% (Based on 637 reviews) | |
Alerts and Notifications | Based on 697 PandaDoc reviews and verified by the G2 Product R&D team. Program in-app and email notifications for approval milestones or actions. | 89% (Based on 697 reviews) | |
CRM Integration | Based on 568 PandaDoc reviews and verified by the G2 Product R&D team. Push and pull data from CRM to build proposals and update statuses with clients. | 83% (Based on 568 reviews) | |
E-Signature Integration | Based on 673 PandaDoc reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow. | 92% (Based on 673 reviews) | |
CPQ Integration | Based on 377 PandaDoc reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals. | 84% (Based on 377 reviews) | |
API / Integrations | Based on 471 PandaDoc reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | 84% (Based on 471 reviews) |
Contract Management Platform Features
Contract Creation | Based on 853 PandaDoc reviews and verified by the G2 Product R&D team. Users can create new contracts within the platform using built-in document creation features. | 91% (Based on 853 reviews) | |
Contract Templates | Based on 817 PandaDoc reviews and verified by the G2 Product R&D team. Create and access templates with to streamline contract creation, taking advantage of pre-written contract clauses and fields. | 90% (Based on 817 reviews) | |
Contract Editing | Based on 842 PandaDoc reviews and verified by the G2 Product R&D team. Relevant contract stakeholders can edit, compare, and revise multiple versions of contracts. | 88% (Based on 842 reviews) | |
Contract Attachments | Based on 764 PandaDoc reviews and verified by the G2 Product R&D team. Additional information, such as images, memos, and invoices, can be attached to contracts as supplemental resources. | 89% (Based on 764 reviews) | |
Contract Collaboration | Based on 742 PandaDoc reviews and verified by the G2 Product R&D team. Internal and external users are able to collaborate on contracts through a shared web portal with messaging features. | 88% (Based on 742 reviews) | |
Approval Process | Based on 795 PandaDoc reviews and verified by the G2 Product R&D team. Contract approvals processes can be streamlined, so that departmental workflows are integrated logically into the system. | 91% (Based on 795 reviews) | |
Notifications & Reminders | Based on 856 PandaDoc reviews and verified by the G2 Product R&D team. Receive notifications and schedule reminders with alerts according to contract milestones. | 90% (Based on 856 reviews) | |
Contract Database | Based on 771 PandaDoc reviews and verified by the G2 Product R&D team. Contracts can be stored in a central online repository with built in search capabilities. | 89% (Based on 771 reviews) | |
Integrations / APIs | Based on 661 PandaDoc reviews and verified by the G2 Product R&D team. The contract management platform can integrate with CRM software to associate contracts with customer records, and with CPQ software to feed calculated quote details into the contract. | 86% (Based on 661 reviews) | |
Reporting & Dashboards | Based on 792 PandaDoc reviews and verified by the G2 Product R&D team. Enable standard and ad hoc reports of contract statuses and timelines, and access live overviews of contract activities. | 88% (Based on 792 reviews) |
Functionality
Remote Notarization | Facilitates web conferencing functionality to allow for remote notarization This feature was mentioned in 32 PandaDoc reviews. | 92% (Based on 32 reviews) | |
Journal Entries | Provides electronic notary journal entries This feature was mentioned in 28 PandaDoc reviews. | 92% (Based on 28 reviews) | |
Integration | Integrates with e-signature, contract management, or web conferencing software 27 reviewers of PandaDoc have provided feedback on this feature. | 90% (Based on 27 reviews) |
Data Sources
Software | As reported in 497 PandaDoc reviews. Integrate with software such as ERP or CRM to use data for document generation | 89% (Based on 497 reviews) | |
Spreadsheets | As reported in 409 PandaDoc reviews. Allows users to generate documents using information from spreadsheets | 85% (Based on 409 reviews) | |
Documents | As reported in 550 PandaDoc reviews. Ability to generate new documents using other documents in multiple formats | 92% (Based on 550 reviews) |
Generation
Templates | As reported in 572 PandaDoc reviews. Include templates for various types of documents such as invoices or quotes | 92% (Based on 572 reviews) | |
Branding | Based on 540 PandaDoc reviews. Allow users to personalize documents for branding purposes | 91% (Based on 540 reviews) |
Delivery
Workflow | Based on 526 PandaDoc reviews. Define and manage workflows for document distribution | 93% (Based on 526 reviews) | |
Batch | Based on 409 PandaDoc reviews. Provide the ability to generate and deliver documents by batch | 88% (Based on 409 reviews) |
Customization
Custom Fields | Allows users to add custom fields to forms that aren't already on the templates 96 reviewers of PandaDoc have provided feedback on this feature. | 90% (Based on 96 reviews) | |
Conditional Logic | Enables forms to hide or show certain fields based on respondents' answers This feature was mentioned in 84 PandaDoc reviews. | 88% (Based on 84 reviews) | |
Multi-page Forms | Allows users to create forms with more than one page 95 reviewers of PandaDoc have provided feedback on this feature. | 92% (Based on 95 reviews) | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) 96 reviewers of PandaDoc have provided feedback on this feature. | 92% (Based on 96 reviews) |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch This feature was mentioned in 83 PandaDoc reviews. | 89% (Based on 83 reviews) | |
Offline Capability | Can used without an internet connection 78 reviewers of PandaDoc have provided feedback on this feature. | 81% (Based on 78 reviews) | |
Notifications | Sends notifications when a completed form is recieved This feature was mentioned in 99 PandaDoc reviews. | 93% (Based on 99 reviews) | |
Payments | As reported in 80 PandaDoc reviews. Contains integrations with payment processors, enabling users to accept payments through forms | 89% (Based on 80 reviews) | |
Mobile Forms | Allows users to build, distribute and access forms from a mobile device This feature was mentioned in 83 PandaDoc reviews. | 89% (Based on 83 reviews) |
Generative AI - cpq
Dynamic Quoting | Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior | Not enough data | |
Dynamic Pricing | Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors | Not enough data | |
Personalized Sale Recommendations | Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs | Not enough data |
