About PandaDoc
PandaDoc is a web-based document automation and electronic signature platform founded in 2013. The company was created to solve the problems associated with the traditional document process, which involved multiple parties, paper documents, and a long wait time for signatures.
PandaDoc's founders, Mikita Mikado, Serge Barysiuk, and Vitaly Mikulski, realized that there was a need for a platform that would allow businesses to streamline their document workflows, reduce errors, and improve efficiency. They set out to create a solution that would allow businesses to create, send, and sign documents from anywhere in the world.
PandaDoc initially started as a document management system, but later expanded its capabilities to include electronic signature functionality, making it a one-stop-shop for document automation. Today, the platform offers a wide range of features, including document creation and editing, content library, document tracking, and analytics.
PandaDoc has grown significantly since its launch in 2013, with over 18,000 customers in more than 170 countries. The platform has been used to process over 20 million documents, and its customers include small businesses, startups, and large enterprises across a range of industries.
PandaDoc Features
PandaDoc is a comprehensive document automation platform that offers a wide range of features to help businesses streamline their document workflows, reduce errors, and improve efficiency. Here are some of the key features of PandaDoc:
- Document creation and editing: With PandaDoc, users can easily create and edit documents using a drag-and-drop editor. The platform offers a range of customizable templates and pre-built content blocks to help users create professional-looking documents quickly.
- Content library: PandaDoc allows users to store and manage their frequently used content in a centralized content library. This makes it easy to find and reuse content across different documents, saving time and reducing errors.
- Document tracking and analytics: PandaDoc provides real-time tracking and analytics for all documents, allowing users to see when documents are opened, viewed, and signed. This helps businesses to stay on top of their document workflows and make data-driven decisions.
- Electronic signatures: PandaDoc allows users to send documents for electronic signature, making it easy to get signatures from anywhere in the world. The platform offers a range of signature options, including typed signatures, drawn signatures, and digital signatures.
- Payment processing: PandaDoc also allows businesses to collect payments directly from their documents. This feature is particularly useful for businesses that need to collect payments for services or products.
- Integrations: PandaDoc can be integrated with a variety of popular third-party apps and services, such as CRM systems like Salesforce, HubSpot, Pipedrive, Zoho, SugarCRM, Insightly, and more. These integrations make it simple for businesses to automate their document workflows and optimize their business processes.
- Collaboration: PandaDoc allows multiple users to collaborate on a document in real-time, making it easy to work together and reduce errors.
Overall, PandaDoc offers a wide range of features that can help businesses to automate their document workflows and improve efficiency.
PandaDoc Pricing
PandaDoc offers several pricing plans to suit different needs and budgets:
- Free eSign: This plan is free and allows users to upload, send, e-sign, and collect payments on up to five documents per month. This plan includes features like mobile app access and the ability to upload PDFs to e-sign.
- Essentials: This plan costs $19 USD per month per user and includes unlimited document uploads and e-signatures, templates, a rich media drag-and-drop document editor, document analytics, and 24/7 email and chat support.
- Business: This plan costs $49 USD per month per user and includes all the features of the Essentials plan, as well as CRM and Zapier integrations, a content library, custom branding, approval workflows, forms, and bulk sending.
- Enterprise: This plan is designed for teams that require more advanced capabilities, such as integrations with Salesforce and API access. This plan offers SSO support and custom user roles, unlimited team workspaces, user performance and content reporting, and notary services. The price for this plan is available upon request and can be discussed with the PandaDoc team.
All plans come with a free trial, and users can save up to 34% by choosing an annual plan. Prices exclude any applicable taxes.
Can a virtual assistant use PandaDoc to assist a business?
PandaDoc can be a valuable tool for outsourcing and virtual assistants to streamline document workflows and improve efficiency. Here are some sample tasks that a virtual assistant can perform using PandaDoc:
- Create and edit documents: A virtual assistant can use PandaDoc's drag-and-drop editor and customizable templates to create and edit professional-looking documents quickly.
- Manage content library: A virtual assistant can store and manage frequently used content in a centralized content library, making it easy to find and reuse content across different documents.
- Send documents for electronic signature: A virtual assistant can send documents for electronic signature using PandaDoc, making it easy to get signatures from anywhere in the world. The platform offers a range of signature options, including typed signatures, drawn signatures, and digital signatures.
- Collect payments: A virtual assistant can use PandaDoc's payment processing feature to collect payments directly from documents. This is particularly useful for businesses that need to collect payments for services or products.
- Track and analyze documents: A virtual assistant can use PandaDoc's real-time tracking and analytics to see when documents are opened, viewed, and signed. This helps businesses to stay on top of their document workflows and make data-driven decisions.
- Integrate with CRM systems: A virtual assistant can integrate PandaDoc with popular third-party apps and services, such as CRM systems like Salesforce, HubSpot, Pipedrive, Zoho, SugarCRM, and Insightly. These integrations make it simple for businesses to automate their document workflows and optimize their business processes.
Overall, PandaDoc can be a valuable tool for virtual assistants to help businesses streamline their document workflows and improve efficiency.
