En savoir plus sur PandaDoc
PandaDoc fournit des solutions intelligentes en rendant indolore la gestion des documents. Commencez à générer et à distribuer des documents tels que des propositions, des contrats, des devis et autres documents destinés aux clients, en quelques minutes. Réduisez votre temps et vos efforts sur les processus de création, de stockage et d'administration de documents.
Commencez à utiliser PandaDoc et découvrez pourquoi les clients annoncent :
50 % de documents en moins
30 % de hausse du taux de conclusion
15 % de hausse de valeur par contrat conclu
Options de tarification dès :
19,00 $US/mois
- Version gratuite
- Essai gratuit
- Abonnement
Appareils
Pour quelle entreprise ?
Disponible dans les pays suivants
Langues
Options de tarification dès :
19,00 $US/mois
- Version gratuite
- Essai gratuit
- Abonnement
Images
Fonctionnalités
Nombre total de fonctionnalités pour PandaDoc : 124
- API
- Accès mobile
- Alertes/Notifications
- Analyse de documents
- Analyse de l'évolution des ventes
- Archivage et rétention
- Authentification
- Authentification unique
- Automatisation de documents
- Automatisation des processus métiers
- Automatisation des ventes
- Autorisations basées sur les rôles
- Base de données de clients
- Base de données de contacts
- Bibliothèque de contenu
- CRM
- Calcul des taxes
- Calculs des prix et des coûts
- Catalogage/catégorisation
- Catalogue de produits
- Champs personnalisables
- Chat et messagerie
- Classification des documents
- Collaboration en équipe
- Configuration des workflows
- Conforme HIPAA
- Contrats formalistes
- Contrôles/Permissions d'accès
- Conversion de fichier
- Création des factures
- Côté vente (clients)
- Devis
- Devis automatisé
- Données en temps réel
- Examen de documents
- Extraction de données
- Facturation
- Facturation en ligne
- Factures personnalisables
- Fonction de glisser-déposer
- Formulaires personnalisables
- Formulaires web
- Gestion de contenu
- Gestion de cycle de vie des contrats
- Gestion de la base de connaissances
- Gestion de la formation
- Gestion de versions
- Gestion des audits
- Gestion des contrats/licences
- Gestion des documents
- Gestion des e-mails
- Gestion des factures
- Gestion des flux de travail
- Gestion des formulaires
- Gestion des modèles
- Gestion des offres
- Gestion des opportunités
- Gestion des performances
- Gestion des pipelines
- Gestion des prix
- Gestion des prix et des marges
- Gestion des remises
- Gestion des renouvellements
- Gestion des ventes sur le terrain
- Gestion du cycle de vie
- Génération d'offres
- Génération de documents
- Historique des factures
- Importation et exportation de données
- Intégration comptable
- Intégrations de tiers
- Livraison de contenu
- Marquage
- Mesure des performances
- Modèles
- Modèles de documents
- Modèles personnalisables
- Modèles prédéfinis
- Notifications en temps réel
- Outils de collaboration
- Outils de présentation
- Paiements en ligne
- Paiements mobiles
- Paiements électroniques
- Partage des fichiers
- Piste d'audit
- Prise en charge de plusieurs devises
- Projections
- Prévision
- Rappels
- Rapports de ventes
- Rapports en temps réel
- Rapports et analyses
- Rapports et statistiques
- Rapports personnalisables
- Recherche en texte intégral
- Recherche/Filtre
- Rédaction de contrats
- Saisie de documents
- Saisie de signature mobile
- Signature de plusieurs parties
- Signature électronique
- Signature électronique
- Stockage de documents
- Stockage sécurisé des données
- Stratégie de marque personnalisable
- Suivi de l'engagement
- Suivi de la conformité
- Suivi de la progression
- Suivi de la progression
- Suivi de la progression des tâches
- Suivi des activités
- Suivi des références
- Suivi des statuts
- Sécurité SSL
- Sécurité des données
- Tableau de bord d'activités
- Tableau de bord personnalisable
- Traitement des paiements
- Vente guidée
- Worfkflow de projets
- Workflow configurable
- Workflow d'approbation
- e-mail marketing
Alternatives
Odoo
HarmonyPSA
monday.com
FURIOUS
Avis
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- Secteur d'activité: Marketing et publicité
- Taille de l'entreprise: Auto-entrepreneur
- Logiciel utilisé toutes les semaines pendant 6 à 12 mois
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Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Probabilité de recommander le produit 10.0 /10
Jumping From RightSignature to PandaDocs
Publié le 18/10/2020
We were previously paying RighSignature somewhere around $600/yr to essentially send around 4...
We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back.
We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign.
If you're a small business getting started and need free e-Signing, PandaDoc is a winner.
Avantages
They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".
Inconvénients
I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.
Alternatives envisagées
signNowPourquoi choisir PandaDoc
RightSignature was too expensive for API access.Logiciel antérieur
RightSignaturePourquoi passer à PandaDoc
PandaDoc had a free tier.
- Secteur d'activité: Télécommunications
- Taille de l'entreprise: 1 001-5 000 employés
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 10.0 /10
Good document editor with e-sign feature
Publié le 20/05/2021
I use Pandadoc to create plans and contract agreements. It enables clients to sign digitally and...
I use Pandadoc to create plans and contract agreements. It enables clients to sign digitally and immediately notify me when they see the proposal, which allows me to watch their level of engagement.
Avantages
I appreciate the fact that Pandadoc notifies me as prospects see my proposals and enables them to sign digitally without scanning or printing. I like that it allows me to present a pick list to customers, from which they can choose which package or service they want, and it will instantly complete them.
Inconvénients
I am unable to replicate whole sections, just some of the content parts. This is infuriating. That strikes me as a little clumsy from the developer side. The document didn't allow me to write in Landscape mode, so I've been drafting my proposals slides in InDesign and afterwards copying/pasting them as photographs into the document, and this has resulted in some duplication of effort on my side, which is inconvenient given that one of the reasons I choose this software because I need a system to help reduce time wasted on drafting proposals.
- Secteur d'activité: Vente au détail
- Taille de l'entreprise: Auto-entrepreneur
- Logiciel utilisé tous les jours pendant plus d'un an
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Probabilité de recommander le produit 9.0 /10
PandaDoc is more affordable & I receive same quality service.
Publié le 12/10/2021
I was hesitant at first; however, it was easy to adapt to being familiar with Docusign. Customers...
I was hesitant at first; however, it was easy to adapt to being familiar with Docusign. Customers have not had any issues completing the PandaDoc forms.
Avantages
I like that PandaDoc is much cheaper than other other sales processing software. Transitioning was not as difficult as I thought it would be.
Inconvénients
Time consuming to set up. I have been told there are other softwares at a better price. So far customers are not having please with the checkout process.
- Secteur d'activité: Services à la personne et aux familles
- Taille de l'entreprise: 51-200 employés
- Logiciel utilisé tous les jours pendant 6 à 12 mois
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 2.0 /10
Does the job but improvements needed
Publié le 18/03/2021
Easy to learn and use. PandaDoc support team does seem willing to listen and interested in...
Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features.
Avantages
Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.
Inconvénients
No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.
- Secteur d'activité: Textile
- Taille de l'entreprise: 2-10 employés
- Logiciel utilisé tous les jours pendant Essai gratuit
-
Provenance de l'avis
Note globale
- Rapport qualité-prix
- Simplicité d'utilisation
- Support client
- Probabilité de recommander le produit 2.0 /10
Insane product versus obsolete pricing
Publié le 22/07/2021
Wonderful product discovering, harsh disappointment on the pricing model.
Wonderful product discovering, harsh disappointment on the pricing model.
Avantages
The visual template editor tool is completely insane; nothing to be compared to other existing SAAS out there. Tested like 7 other tools, really nothing compares.
Inconvénients
The pricing model for the first 2 plans (essential 29$ / business 49$) EXCLUDES THE API ACCESS, that can only be enabled — with extra-charges — with an enterprise plan. The enterprise plan is on-demand quote only, through a useless call with the sale team, and probably very expensive (I did not go through there, not time for useless calls). This is completely insane as of 2021 as it makes Pandadoc both unsuitable for automation workflows in human-sized companies, and inconsistent with its competition and its time. This is 21th century, every SAAS out there has an open API from starter plans, and there's a reason for this : an API is not an "enterprise" nor an "advanced" feature at all; every startup use them be it through code or no-code integrations. This is a pretty ridiculous situation where I love the product, already setup everything working like a charm, want to buy it, but am facing an inconsistent and prohibitive pricing model.
Alternatives envisagées
Formstack DocumentsPourquoi passer à PandaDoc
I did not, because of the prohibitive pricing model. I went with Docupilot which has a waaaaaaaaay less curated product, but a decent (and 2021-ready) pricing modelPandaDoc - FAQ
Voici quelques-unes des questions fréquentes sur PandaDoc.Q. Quels sont les types de licence disponibles pour PandaDoc ?
Types de licences disponibles pour PandaDoc :
- À partir de: 19,00 $US/mois Voir les tarifs
- Type de licence: Version gratuite, Abonnement
- Essai gratuit: Disponible
Q. Qui utilise PandaDoc ?
Utilisateurs habituels du logiciel PandaDoc :
Auto-entrepreneur, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+
Q. Dans quelles langues PandaDoc est-il disponible ?
Langues dans lesquelles PandaDoc est disponible :
anglais
Q. PandaDoc prend-il en charge les appareils mobiles ?
Appareils pris en charge par PandaDoc :
Android (mobile), iPhone (mobile), iPad (mobile)
Q. Avec quelles applications PandaDoc peut-il s'intégrer ?
Applications s'intégrant à PandaDoc :
Authorize.Net, Box, Canva, Close, Copper, Dropbox Business, Gmail, Google Drive, HubSpot CRM, Insightly, Integromat, Microsoft Word, Nimble, Nutshell, PayPal, Pipedrive, QuickBooks Payments, Salesforce Sales Cloud, SalesforceIQ, Salesmate, Slack, Stripe, SugarCRM, Zapier, Zendesk Sell, Zoho CRM
Q. Quelles sont les ressources d'aide disponibles pour PandaDoc ?
Ressources d'aide disponibles pour PandaDoc :
Service client/e-mail, FAQ/forums, Base de connaissances, Support téléphonique, Support 24/7 (réponse directe), Chat
Catégories connexes
Consultez toutes les catégories de logiciels trouvées pour PandaDoc.
