Last Updated: October 12, 2015 1

What You Need to Know About PandaDoc

Found In: Tools

PandaDoc is a great new site that focuses on making your business life easier without sacrificing the personal touch that makes a website better. This team works to present customers with the best products and services that will help your business grow. PandDoc is completely paperless so there is no more printing, scanning, or snail mail to worry about any more. You can upload a document, drop in fields to customize forms, and send to one customer or all of them.

There are no cumbersome or slow software downloads needed to use the site. Send documents online, on your phone, and tablet so you can always stay in touch with your customers and clients. PandaDoc is straightforward and easy to use- documents can be created and sent in a matter of minutes. You can accept virtually any format including PDF, .doc, .docx, .rtf and more. Connect with Google Drive and Dropbox to keep communication flowing. PandaDoc works on the Web, iOS and Android with other mobile devices also available.

Perks of PandaDoc

There are many great benefits you can enjoy with a membership to PandaDoc:

  • Analytics
    Dig deeper to anticipate your clients’ decisions and needs and plan for effective follow-ups. Track documents to see when it was delivered, viewed, signed, and returned.
  • Secure
    With paperless systems in place, you can also take advantage of the security systems the site offers you and keep track of all of your digital files in a secure platform base.
  • System Compliance
    Our cloud infrastructure is HIPAA and ISO 27001 compliant. We use PCI Service Provider Level 1 to process credit card information.
  • Audit Trail
    PandaDoc records and logs every transaction with IP address, personal information, and time stamp to help you track and keep records for all of your legal, financial, and business needs.
  • 256-bit SSL encryption
    We use industry standard 256-bit SSL encryption protocols to keep your connection safe.
  • Backups and Reliability
    PandaDoc offers automatic backups that are aimed at helping you keep your data from safe and secure and easily accessible from anywhere you may be working.
  • Singing Up With PandaDoc

    Signing up is super easy and you can start working right away. Enter email, user name, password and basic information. Accept the terms and condition and you are on your way to using PandaDoc for all of your documentation needs. When you sign up you get three free documents to send as a trail run of the platform. You can buy more document tokens when you need them. There are several options to choose from depending on your needs. You can get five documents for under $2, fifty documents for around a dollar per document, and the best deal is buying 150 documents for 66 cents per document. There is also an option that allows you to get unlimited documents for 30 dollars a month. If you have friends who would like to use PandaDoc you can invite them and for every person you invite that signs up you get three documents for free. So there are plenty of ways to take advantage of the wonderful system and platform PandaDoc has set up.

    Signatures Made Easy

    PandaDoc makes it easier than ever to get your important documents signed. Use your mouse or finger to sign online on your tablet, phone, or touchpad. You also have the options to type your signature and choose from a collection of great-looking fonts to make it look crisp and professional. You can even upload an image of your signature and attach it to your documents quickly and easily. Assign roles to signers and mark what spots need to be signed by who to reduce confusion.

    How to Help from PandaDoc

    PandaDoc does not just help you organize your documents and track progress, they can also help you write the documents. The platform features a very helpful how to section that walks you through the process of writing some of the most common document types. You can find tips, guides, and pointers on many document types including:

  • How to write an invoice
  • How to write a technical proposal
  • How to write a letter of resignation
  • How to write an Executive Summary
  • How to write a resume or C.V.
  • How to write a business proposal
  • How to write a marketing plan
  • How to write a grant proposal
  • How to write a thesis proposal
  • How to write a sales proposal
  • How to write a letter for a job
  • With tips and insider advice on the most important and commonly used documents in business, you can be sure that you start off on the right foot and give yourself a strong foundation to begin working from. Use the guides to check your own documents before sending them out or use them to create the perfect document from scratch. Whatever document you need to send, chances are you can find some tips and advice on PandaDoc to make it a smashing success.

    PandaDoc is a great new site that focuses on making your business life easier without sacrificing the personal touch that makes a website better. This team works to present customers with the best products and services that will help your business grow. Track documents to see when it was delivered, viewed, signed, and returned. PandaDoc offers automatic backups that are aimed at helping you keep your data from safe and secure and easily accessible from anywhere you may be working. Signing up is super easy and you can start working right away. PandaDoc does not just help you organize your documents and track progress, they can also help you write the documents. The platform features a very helpful how to section that walks you through the process of writing some of the most common document types.