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Overview
Save time and reduce errors during your contract management process with PandaDoc.
The AI-powered estimation platform designed for Software Agencies. Replace spreadsheets with a standardized workflow. Includes component libraries, directional Jira synchronization, and real-time collaboration to streamline pre-sales and secure project delivery margins.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.5
1.2K
5
4
3
2
1
799
349
77
17
18
- Value for money
- Ease of use
- Features
- Customer support
4.9
20
5
4
3
2
1
18
2
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
Pros
Rebecca R.
Production manager
Hannah B.
Entrepreneur
Erick B.
Director of Design and Research
Pros
Kamil F.
Head of Business Development
Maksymilian K.
CEO
Mateusz L.
CEO
Cons
GRANT T.
President
Rebecca R.
Production manager
Emma B.
Community Manager
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review2 months ago
- Vendor responds to reviews
- Last review8 months ago
Key features
- Total features141
- AI Redlining
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Management
- Audit Trail
- Authentication
- Automated Quoting
- Billing & Invoicing
- Billing Portal
- Bills of Material
- Bulk Uploading
- Business Process Automation
- CRM
- CRM Integration
- Catalog Management
- Client Portal
- Collaboration Tools
- Completion Tracking
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract Drafting
- Contract/License Management
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Extraction
- Data Import/Export
- Data Security
- Data Visualization
- Digital Signature
- Discount Management
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Employee Database
- Employee Management
- Engagement Tracking
- Field Sales Management
- File Conversion
- File Management
- File Sharing
- For AEC Industry
- Forecasting
- Forms Creation & Design
- Forms Management
- Full Text Search
- Generative AI
- Guided Selling
- HIPAA Compliant
- HR Management
- Invoice Creation
- Invoice History
- Invoice Processing
- Knowledge Base Management
- Live Chat
- Mobile Access
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Multi-Currency
- Multi-Party Signing
- Onboarding
- Online Invoicing
- Opportunity Management
- Payment Processing
- Performance Management
- Performance Metrics
- Pipeline Management
- Pre-built Templates
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management
- Quotes/Estimates
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Rules Engine
- SSL Security
- Sales Activity Management
- Sales Automation
- Sales Trend Analysis
- Search/Filter
- Secure Data Storage
- Secure File Viewer
- Self Service Portal
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Tagging
- Task Management
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Training Management
- User Management
- Version Control
- Visual Configuration
- Web Forms
- Workflow Automation
- Workflow Configuration
- Workflow Management
- Total features35
- AI Redlining
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Management
- Audit Trail
- Authentication
- Automated Quoting
- Billing & Invoicing
- Billing Portal
- Bills of Material
- Bulk Uploading
- Business Process Automation
- CRM
- CRM Integration
- Catalog Management
- Client Portal
- Collaboration Tools
- Completion Tracking
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract Drafting
- Contract/License Management
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Extraction
- Data Import/Export
- Data Security
- Data Visualization
- Digital Signature
- Discount Management
- Document Automation
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Employee Database
- Employee Management
- Engagement Tracking
- Field Sales Management
- File Conversion
- File Management
- File Sharing
- For AEC Industry
- Forecasting
- Forms Creation & Design
- Forms Management
- Full Text Search
- Generative AI
- Guided Selling
- HIPAA Compliant
- HR Management
- Invoice Creation
- Invoice History
- Invoice Processing
- Knowledge Base Management
- Live Chat
- Mobile Access
- Mobile App
- Mobile Payments
- Mobile Signature Capture
- Monitoring
- Multi-Currency
- Multi-Party Signing
- Onboarding
- Online Invoicing
- Opportunity Management
- Payment Processing
- Performance Management
- Performance Metrics
- Pipeline Management
- Pre-built Templates
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management
- Quotes/Estimates
- RFP Management
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Recurring/Subscription Billing
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Rules Engine
- SSL Security
- Sales Activity Management
- Sales Automation
- Sales Trend Analysis
- Search/Filter
- Secure Data Storage
- Secure File Viewer
- Self Service Portal
- Sell Side (Customers)
- Single Sign On
- Specialty Contracts
- Status Tracking
- Tagging
- Task Management
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third-Party Integrations
- Training Management
- User Management
- Version Control
- Visual Configuration
- Web Forms
- Workflow Automation
- Workflow Configuration
- Workflow Management
Integrations
- Total integrations45
- Actionstep
- Acuity Scheduling
- Adobe Acrobat
- Agentforce
- Airtable
- Applied Epic
- Asana
- Attio
- BambooHR
- Chargebee
- Claris FileMaker
- Claude
- Claude Code
- Delphi AI
- Dynamics 365 Sales
- Freshsales
- Google Ads
- Google Translate
- Greenhouse
- HighLevel
- HubSpot Agent Hub
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Intelerad
- JIRA Service Management
- JazzHR
- Jira
- JobDiva
- LeadSimple
- MK
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Teams
- Microsoft Word
- NetSuite
- Pipedrive
- QuickBooks Online
- Sage CRM
- Square Point of Sale
- Windows 11
- Woodstock Optimization Studio
- Zapier
- Zoho CRM
- Zoom Workplace
- authorize.net
- monday CRM
- Total integrations2
- Actionstep
- Acuity Scheduling
- Adobe Acrobat
- Agentforce
- Airtable
- Applied Epic
- Asana
- Attio
- BambooHR
- Chargebee
- Claris FileMaker
- Claude
- Claude Code
- Delphi AI
- Dynamics 365 Sales
- Freshsales
- Google Ads
- Google Translate
- Greenhouse
- HighLevel
- HubSpot Agent Hub
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Intelerad
- JIRA Service Management
- JazzHR
- Jira
- JobDiva
- LeadSimple
- MK
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Teams
- Microsoft Word
- NetSuite
- Pipedrive
- QuickBooks Online
- Sage CRM
- Square Point of Sale
- Windows 11
- Woodstock Optimization Studio
- Zapier
- Zoho CRM
- Zoom Workplace
- authorize.net
- monday CRM
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