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
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 863 PandaDoc reviews and verified by the G2 Product R&D team. Custom branding can be applied through signature process | 87% (Based on 863 reviews) | |
User, Role, and Access Management | Based on 916 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 916 reviews) | |
Internationalization | Based on 670 PandaDoc reviews and verified by the G2 Product R&D team. | 88% (Based on 670 reviews) | |
Performance and Reliability | Based on 1004 PandaDoc reviews and verified by the G2 Product R&D team. | 92% (Based on 1,004 reviews) | |
Integration APIs | Based on 702 PandaDoc reviews and verified by the G2 Product R&D team. | 84% (Based on 702 reviews) | |
To which systems have you integrated this product | Not enough data | ||
CRM Integration | Based on 165 PandaDoc reviews and verified by the G2 Product R&D team. CRM integration is flexible and easy to maintain | 86% (Based on 165 reviews) | |
Integration API | Based on 141 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 141 reviews) | |
Internationalization | Based on 147 PandaDoc reviews and verified by the G2 Product R&D team. System support multiple currencies and languages to enable business in multiple countries | 90% (Based on 147 reviews) | |
Scalability | Based on 203 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 203 reviews) | |
Reporting and Dashboards | Based on 211 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 211 reviews) | |
ERP Integration | ERP integration is flexible and easy to maintain | Not enough data |
Signature Process
Document Signing | See feature definition | Based on 1501 PandaDoc reviews and verified by the G2 Product R&D team. Allows signor to easily and intuitively sign documents | 96% (Based on 1,501 reviews) |
Reminders and Expirations | Based on 1370 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 1,370 reviews) | |
Sign-In Process | Based on 1442 PandaDoc reviews and verified by the G2 Product R&D team. Process of authenticating is secure and seemless | 95% (Based on 1,442 reviews) | |
Mobile Signatures | Based on 1201 PandaDoc reviews and verified by the G2 Product R&D team. User can easy send and sign documents on mobile devices | 90% (Based on 1,201 reviews) | |
Signature Workflow | Based on 1330 PandaDoc reviews and verified by the G2 Product R&D team. Sendor/Adminstrators can easily set up and track documents through multiple signature steps | 93% (Based on 1,330 reviews) | |
Bulk Digital Signatures | Based on 864 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 864 reviews) | |
Reporting | Based on 1082 PandaDoc reviews and verified by the G2 Product R&D team. Provides standard reports and easy creation of custom reports to manage signature process | 88% (Based on 1,082 reviews) | |
Signature Document Creation | Based on 1352 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 1,352 reviews) |
Security and Scalability
Regulatory Compliance | Based on 1092 PandaDoc reviews and verified by the G2 Product R&D team. Meets required regulartory compliances | 93% (Based on 1,092 reviews) | |
Signature History and Audit | Based on 1230 PandaDoc reviews and verified by the G2 Product R&D team. Tracks all document signing history to comply with required regulations | 94% (Based on 1,230 reviews) | |
Enterprise Scalability | Based on 938 PandaDoc reviews and verified by the G2 Product R&D team. Provides features to allow scaling for large organizations | 91% (Based on 938 reviews) |
Configuration - cpq
Product Catalog | Based on 72 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 72 reviews) | |
Guided Selling | Based on 29 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 | 89% (Based on 29 reviews) | |
Configuration Rules | Based on 67 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 67 reviews) | |
Price Configuration | Based on 68 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 68 reviews) | |
Visual Configuration | Based on 69 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 69 reviews) |
Pricing
Pricing Flexibility | Based on 74 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 74 reviews) | |
Discounting | Based on 72 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 72 reviews) | |
Commerical Rules | Based on 64 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 64 reviews) | |
Terms and Conditions | Based on 68 PandaDoc reviews and verified by the G2 Product R&D team. Ensure that users automatically include the right terms based on items being quoted | 88% (Based on 68 reviews) | |
Approval Workflow | See feature definition | Based on 66 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 66 reviews) |
Renewals | Based on 58 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 | 86% (Based on 58 reviews) |
Quoting
Grouping | Based on 65 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 65 reviews) | |
Version Control | Based on 63 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 | 82% (Based on 63 reviews) | |
Quote Document Generation | Based on 70 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 70 reviews) | |
Ordering | Based on 59 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 | 86% (Based on 59 reviews) | |
Contracts | Based on 72 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 72 reviews) |
Admin
Configuration Ease of Admin | Based on 228 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 228 reviews) | |
Pricing Administration | Based on 199 PandaDoc reviews and verified by the G2 Product R&D team. Can easily build and maintain pricing logic required by business | 88% (Based on 199 reviews) | |
Workflow Management | Based on 188 PandaDoc reviews and verified by the G2 Product R&D team. Easily build and maintain workflows, misc commercial fields, commercial rules | 89% (Based on 188 reviews) | |
Document Management | Based on 222 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 222 reviews) |
Channels
Mobile User Support | Based on 60 PandaDoc reviews and verified by the G2 Product R&D team. Supports users working on a mobile devide (phone and/or tablet) | 84% (Based on 60 reviews) | |
Channel Partner Support | Based on 50 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 50 reviews) | |
eCommerce | Based on 26 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 26 reviews) |
Document Creation
Customizability: Variables and Fields | Based on 749 PandaDoc reviews and verified by the G2 Product R&D team. Define fields to pull in dynamic information. | 88% (Based on 749 reviews) | |
Template Creation and Flexibility | Based on 736 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 736 reviews) | |
Rich Media | Based on 625 PandaDoc reviews and verified by the G2 Product R&D team. How well the platform supports images, audio, and video in proposals. | 84% (Based on 625 reviews) | |
Online Document Creation | Based on 712 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 712 reviews) | |
PDF Creation | Based on 726 PandaDoc reviews and verified by the G2 Product R&D team. Create attractive PDF versions of proposals. | 90% (Based on 726 reviews) | |
Custom Branding | Based on 696 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. | 89% (Based on 696 reviews) |
Workflow
Document Builder Interface | See feature definition | Based on 683 PandaDoc reviews and verified by the G2 Product R&D team. Easily search for and add elements to a proposal. | 86% (Based on 683 reviews) |
Collaborative Creation | Based on 590 PandaDoc reviews and verified by the G2 Product R&D team. Multiple users can edit a single document. | 86% (Based on 590 reviews) | |
Assembly and Approval Workflows | Based on 588 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 588 reviews) |
Analytics
Engagement Tracking | Based on 683 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 683 reviews) | |
Proposal Effectiveness Reporting | Based on 582 PandaDoc reviews and verified by the G2 Product R&D team. Find out which pieces of content are performing best. | 86% (Based on 582 reviews) | |
Reporting and Dashboards | Based on 639 PandaDoc reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards on proposal volume and acceptance. | 86% (Based on 639 reviews) |
Administration and Platform
User, Role, and Access Management | Based on 663 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 663 reviews) | |
Alerts and Notifications | Based on 722 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 722 reviews) | |
CRM Integration | Based on 593 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 593 reviews) | |
E-Signature Integration | Based on 700 PandaDoc reviews and verified by the G2 Product R&D team. Couple accepting proposals and signing contracts together in one workflow. | 92% (Based on 700 reviews) | |
CPQ Integration | Based on 403 PandaDoc reviews and verified by the G2 Product R&D team. Push and pull data from quote applications to build proposals. | 84% (Based on 403 reviews) | |
API / Integrations | Based on 497 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 497 reviews) |
Contract Management Platform Features
Contract Creation | Based on 886 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 886 reviews) | |
Contract Templates | Based on 849 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 849 reviews) | |
Contract Editing | Based on 873 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 873 reviews) | |
Contract Attachments | Based on 793 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 793 reviews) | |
Contract Collaboration | Based on 772 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 772 reviews) | |
Approval Process | Based on 826 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. | 92% (Based on 826 reviews) | |
Notifications & Reminders | Based on 886 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 886 reviews) | |
Contract Database | Based on 801 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. | 90% (Based on 801 reviews) | |
Integrations / APIs | Based on 690 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 690 reviews) | |
Reporting & Dashboards | Based on 820 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. | 89% (Based on 820 reviews) |
Functionality
Remote Notarization | Based on 34 PandaDoc reviews. Facilitates web conferencing functionality to allow for remote notarization | 92% (Based on 34 reviews) | |
Journal Entries | Provides electronic notary journal entries 30 reviewers of PandaDoc have provided feedback on this feature. | 93% (Based on 30 reviews) | |
Integration | Integrates with e-signature, contract management, or web conferencing software 29 reviewers of PandaDoc have provided feedback on this feature. | 90% (Based on 29 reviews) |
Data Sources
Software | Based on 516 PandaDoc reviews. Integrate with software such as ERP or CRM to use data for document generation | 89% (Based on 516 reviews) | |
Spreadsheets | Allows users to generate documents using information from spreadsheets This feature was mentioned in 427 PandaDoc reviews. | 84% (Based on 427 reviews) | |
Documents | Based on 568 PandaDoc reviews. Ability to generate new documents using other documents in multiple formats | 92% (Based on 568 reviews) |
Generation
Templates | As reported in 591 PandaDoc reviews. Include templates for various types of documents such as invoices or quotes | 92% (Based on 591 reviews) | |
Branding | Allow users to personalize documents for branding purposes 559 reviewers of PandaDoc have provided feedback on this feature. | 91% (Based on 559 reviews) |
Delivery
Workflow | Define and manage workflows for document distribution 544 reviewers of PandaDoc have provided feedback on this feature. | 93% (Based on 544 reviews) | |
Batch | Provide the ability to generate and deliver documents by batch 426 reviewers of PandaDoc have provided feedback on this feature. | 88% (Based on 426 reviews) |
Customization
Custom Fields | As reported in 98 PandaDoc reviews. Allows users to add custom fields to forms that aren't already on the templates | 91% (Based on 98 reviews) | |
Conditional Logic | As reported in 86 PandaDoc reviews. Enables forms to hide or show certain fields based on respondents' answers | 88% (Based on 86 reviews) | |
Multi-page Forms | As reported in 97 PandaDoc reviews. Allows users to create forms with more than one page | 92% (Based on 97 reviews) | |
Design | Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) This feature was mentioned in 98 PandaDoc reviews. | 92% (Based on 98 reviews) |
Additional Functionality
Embedded Forms | Enables forms to be embedded onto a website without having to create code from scratch 85 reviewers of PandaDoc have provided feedback on this feature. | 90% (Based on 85 reviews) | |
Offline Capability | Can used without an internet connection 80 reviewers of PandaDoc have provided feedback on this feature. | 82% (Based on 80 reviews) | |
Notifications | Sends notifications when a completed form is recieved 101 reviewers of PandaDoc have provided feedback on this feature. | 94% (Based on 101 reviews) | |
Payments | Based on 82 PandaDoc reviews. Contains integrations with payment processors, enabling users to accept payments through forms | 89% (Based on 82 reviews) | |
Mobile Forms | As reported in 85 PandaDoc reviews. Allows users to build, distribute and access forms from a mobile device | 89% (Based on 85 reviews) |
Generative AI
AI Text Generation | Based on 182 PandaDoc reviews. Allows users to generate text based on a text prompt. | 82% (Based on 182 reviews) | |
AI Text Summarization | As reported in 177 PandaDoc reviews. Condenses long documents or text into a brief summary. | 82% (Based on 177 reviews) | |
AI Text Generation | Based on 131 PandaDoc reviews. Allows users to generate text based on a text prompt. | 82% (Based on 131 reviews) | |
AI Text Summarization | Based on 132 PandaDoc reviews. Condenses long documents or text into a brief summary. | 82% (Based on 132 reviews) | |
AI Text-to-Image | Provides the ability to generate images from a text prompt. 130 reviewers of PandaDoc have provided feedback on this feature. | 81% (Based on 130 reviews) | |
AI Image-to-Text | Converts images into a textual description, identifying key elements. This feature was mentioned in 128 PandaDoc reviews. | 81% (Based on 128 reviews) | |
AI Text Generation | Based on 101 PandaDoc reviews. Allows users to generate text based on a text prompt. | 79% (Based on 101 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 |
Agentic AI - Salesforce AppExchange Apps
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Multi-step Planning | Ability to break down and plan multi-step processes | Not enough data |
Agentic AI - Contract Management
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data |
Agentic AI - E-Signature
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data | |
Cross-system Integration | Works across multiple software systems or databases | Not enough data | |
Adaptive Learning | Improves performance based on feedback and experience | Not enough data | |
Natural Language Interaction | Engages in human-like conversation for task delegation | Not enough data | |
Proactive Assistance | Anticipates needs and offers suggestions without prompting | Not enough data | |
Decision Making | Makes informed choices based on available data and objectives | Not enough data |
Agentic AI - Document Generation
Autonomous Task Execution | Capability to perform complex tasks without constant human input | Not enough data |
