PandaDoc LogoPandaDoc is a web-based application that allows users to create, deliver and share documents, as well as collect legally binding signatures, online. Designed specifically for SMEs, it is an all-in-one solution that eliminates the need for paper-based documents and repetitive tasks such as retyping client information and standard content. PandaDoc is ideal for a range of document types, including quotes, contracts, proposals, agreements and invoices.

PandaDoc provides a range of standard templates as well as the ability for users to build their own documents from scratch using its easy drag-and-drop functionality.

Features

Document assembly

  • Templates and pre-set content blocks for easy document assembly
  • Content library for storing standard, pre-approved content for re-use
  • Design flexibility and ability to include interactive content such as videos, for a personalised, professional finish
  • Intuitive dashboard interface and drag-and-drop functionality
  • Content-lockdown feature to restrict editing and ensure consistency and compliance

Quoting and pricing

  • Central catalogue of products and services for easier, more accurate, quoting
  • Dynamic pricing tables for easy price adjustment
  • Automatic calculation of taxes, discounts, margins and totals
  • Integration with Xero to convert proposals into invoices

Workflow

  • Document analytics for tracking progress and providing greater insights
  • Workflow management facility to automate approval process
  • Multiple workspaces to prevent confusion between teams or products
  • CRM integration, using CRM data to auto-fill and personalise documents
  • Real-time commenting and electronic signature for faster completion
  • Online payment blocks to facilitate immediate payment

PandaDoc and Zoho

PandaDoc integrates seamlessly with Zoho using a simple Chrome extension. This makes it possible to:

  • Create, send and track quotes, proposals and contracts from within a Zoho potential. The documents are pre-populated with data from all of your custom fields, including contact information, products and pricing details, eliminating the need for copying and pasting.
  • Track the status of a proposal directly from the potential in Zoho
  • View the history of a proposal from within the potential in Zoho

Want to know more?

Visit the PandaDoc website or watch an introductory video:

Keen to try before you buy?

PandaDoc offers a free trial, so you can try out the software. Squirrel can help you with set-up and training.

Ask Squirrel

Squirrel Business Hub specialises in finding the right system for a business, and then getting them set up, trained and up and running as quickly and as seamlessly as possible. To find out if PandaDoc is right for you, book a free consult today.