PandaDoc

9.1
Expert ScoreRead review
  • Track and analyze engagement
  • Build your workflow across the tools you love
  • Enterprise-grade security for everyone
  • It is one solution for your teams to create and manage to sign documents easily

 

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Your documents, but smarter

Goodbye flat, ugly and boring. Hello dynamic documents that help fast-moving teams build, edit, accept, send, and digitally sign any business papers, from offer to payment.

Build your workflow across the tools you love

It’s simple. You get more done when things work better together. Participate PandaDoc with the tools you use every day so you can attention on what matters most – running a business.

Enterprise-grade security for everyone

PandaDoc is committed to staying compliant and assurances to offer you with the safety certifications you need to manage access across your organization.

Security

Your paper safety is a top priority at PandaDoc. Your business documents contain evidence that only you and your clients need to see, and we intend to keep it that way. Every day we ensure that our security is parallel with industry standards and submission.

Software security

Servers and networking

All servers that run PandaDoc software in manufacture are recent, continuously patched Linux systems. Additional hosted services that we consume, such as Amazon RDS, S3 and others, are comprehensively hardened AWS infrastructure-as-a-service (IaaS) platforms.

Storage

PandaDoc stores paper data such as metadata, activity, original files, and customer’s data in different locations while also gathering and creating documents when invited. All data in each location is encrypted at rest with AES-256 and sophisticated encryption keys management.

Coding and testing practices

PandaDoc leverages industry standard programming skills such as having a documented improvement and quality guarantee processes, and also following rules such as the OWASP report, to ensure that the applications meet security standards.

Employee access

We follow the principle of least privilege in how we write software, as well as the level of access employees, are commenced to use in diagnosing and resolving problems in our software and responding to customer support requests.

Application architecture

The PandaDoc web application is multi-tiered into logical sections (front-end, mid-tier, and database), each independently separated from each other in a DMZ configuration. This assurances maximum protection and independence between layers.

 

Vulnerability testing

Web application safety is evaluated by the improvement team in sync with the application release cycle. This vulnerability testing includes the use of commonly known web application security toolkits and scanners to recognize application vulnerabilities before they are released into manufacture.

System monitoring and alerting

At PandaDoc, the manufacture application and underlying organization components are monitored 24/7/365 days a year, by faithful monitoring systems. Critical alerts generated by these systems are sent to 24/7/365 on-call DevOps team members and escalated properly to operations management.

Service levels and backups

PandaDoc organization utilizes many layered methods for increasingly reliable uptime, including the use of auto-scaling, load balancing, task queues, and rolling placements. We do full daily automated backups of our databases. All backups are converted.

Customer payment information

PandaDoc uses outward safe third party payment processing and does not process, store, or transmit any payment card records.

Isolated environments

The manufacture network sections are logically remote from other Corporate, QA, and Improvement segments.

Take the work out of your document workflow

Finally, enable your fast-moving teams with a simple, sophisticated all-in-one solution to easily manage the creation, editing, and signing of documents.

Are you going with the flow?

Using older document tools slows you down and makes work harder than necessary. With e-signature, templates, custom fields, approval workflows, and more, PandaDoc gives you the confidence to create impressive documents in minutes and get them signed in a snap. Together with useful notifications, collaboration insights, and improvement tips – it’s time for your documents to start working for you.

eSignature

Send documents faster with the convenience and security of legally binding eSignatures.

Workflow

Create, send, and track documents by replicating your existing workflow and approval process.

API

Take full control and integrate PandaDoc features into your own applications and website.

Automate document creation

Templates

create a library of proposals, quotes, forms, contracts, and more. Customize templates with the built-in editor or create your own.

Integrations

works with the tools you’re already using, including every major CRM and productivity suite. Plus an open API.

Compliant

lock legal content to prevent costly errors. Add a library of pre-approved contracts and clauses.

Collaborate with powerful workflows

Roles

collaborate with anyone from in and outside your team or company with flexible roles and permissions.

Comments

comment and respond right in the document to resolve issues faster.

Approvals and Negotiations

enable painless collaboration with internal and external reviewers with approval workflows, and version tracking

Sign documents electronically

Mobile

make it easy for clients to design docs whether they’re on their desktop or smartphone.

Security

keep documents secure with 256-bit encryption. HIPAA compliant. SOC 2 Type II certified.

Audit trail

get proof of who opened, viewed, and signed a document and when.

Track and analyze engagement

Get powerful real-time insights into what is happening with every document.

Track engagement

see who has opened, viewed, and signed. Learn who hasn’t engaged yet.

Real-time alerts

instant email and mobile app notifications tell you when someone is engaging.

Optimize

use the insights from analytics to learn what’s working, and improve your workflows.

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