PandaDoc

Why use PandaDoc?

Pandadoc is a very simple and intuitive electronic signature tool. You will use the tool to speed up the signing process of all your documents: contracts, quotes, forms, hiring, etc.

The main features

Importing documents

The most used functionality is theimport of documents that you want to have signed. For example, you can create estimates and invoices with your accounting tool, then import the document by :

• Drag and drop
• Google Drive
• Dropbox
• Box
• OneDrive

Supported formats: PDF, Word, PowerPoint, JPG, PNG

Creation of documents

Pandadoc allows you to create documents directly from a template or new document with drag and drop functionality. You can add tables, images, videos, texts and create your document from PandaDoc. Using this feature you can also customise your document to your company's image: colours, texts, etc.

Adding fields

You can add two types of fields to your PandaDoc documents.

Fields related to signatures and contractualisation

• Text
• Signature
• Initials
• Date
• Checkbox
• Radio buttons
• Drop-down list
• Payments

Block fields

• Texts
• Images
• Videos
• Tables
• Awards
• etc.

Adding signatories

PandaDoc allows you to add one or more signatories per document.

Document tracking and history

Follow the progress of your signatures in real time. PandaDoc informs you at every stage: sent, seen, being approved, approved, etc.

Suitable for all teams

Accelerate all your signature processes, whatever the area of your company: recruitment, sales, marketing, legal, etc.

Tool connection

Connect dozens of tools through the pandadoc API and create workflows to automate your signing processes:

CRM

• Salesforce
• Pipedrive
• Hubspot
• Zoho CRM
• etc.

Payment

• Stripe
• Square
• Paypal
• etc.

Other

• Zapier
• Gmail
• Google Drive
• Slack
• etc.

Advantages and Disadvantages

Benefits

• Send electronic signatures for free
• Easy to use
• Online payment from your documents

Disadvantages

• Limited document customisation functionality