The customization tool is simple and allows you to create stunning templates with little effort.

None of this is unique to the problem they are trying to solve. It's no different than signing a doc with Adobe or some other application.

I like the fact that is does streamline our ability to close sales leads. I see an improvement of over 10.

The best part about Pandadoc is that it's super easy to edit services while filling it out.

Overall, the customer success team has been very responsive, and PandaDoc keeps rolling out new products to improve their offerings.

I can create and or make changes to existing ones. I like that my documents are saved and are simple to search for.

This program is another easy to use Doc program. It's budget friendly and also has free features available.

Great product, great user interface, and a support team that feels more human than others I've worked with in the past.

Functionality is perfect for what we looking to have it do. Easy to set up the documents you need to have signed and on the back end easy for the user to sign and return.

Our Marketing team is thrilled because all of our proposals are customized with CSS to fit our brand objectives. Also, their support team offers outstanding service if/when you need assistance.

I like their plans structure, so that on their free plan I can still get as many e-signatures as possible and also it allows me to ingrate stripe and quickbooks for easy payments.

I don't think of anything major that could be a disturbance or any bad effect of this particular product on my workflow.

Also, some of the integration fields are mandatory even if you don't have any need for them so you have to really get your brain hamster to improvise and work around that obstacle.

I liked the pricing for PandaDoc and it seemed that it would be a good alternative to higher-priced e-signature products.

Overall it was a terrible experience, from support to the actual product.

There is a spam problem with the email sent to some customers. I don’t have any other concern with PandaDoc.

Our experience with Pandadoc over the course of the past 18 months has slowly deteriorated. The product has become consistently worse and is now unusable.

Pretty standard, decent customer service and good support.

It's very user friendly, making it desirable for novices.

The ease with which to make a quick proposal and connect it to a payment solution like Stripe or PayPal helps me close deals faster, and also receive deposits sooner.

They've been nothing but helpful and am very grateful for that kind of experience. As a business owner it means a lot.

In looking for a software that integrates with our CRM, PandaDoc was the only solution we can find that had a seamless integration for our team.

This all adds upto to time savings. Goes without saying that document signing is fantastic and easy to verify.

If i've ever had an issue (which is rare), the customer support team is incredible - they're so helpful and come back to you so quickly. The software itself is so easy to use and very user friendly.

Love all the integration options and best of all, PandaDoc has a ton of flexibility when it comes to how to handle pricing.

I love how easy it is to create a document that needs to be signed, add payment requirements, and integrate with Stripe.

Also, it offers an easy way to get electronic signatures for documents and agreements. What we like most is the ease of use.

Their modular system is easy to use and navigate, and integrates with Salesforce, to help our team work efficiently in preparing proposals for their open opportunities.

This platform integrates correctly with services like OneDrive. The use of API is highly recommended, for reasons of practicality, recommendable.

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).

What I liked most about PandaDoc is its ease of use and the ability to track my potential customers interest in parts of the proposal.

Our company loves using PandaDoc to impress our clients with great proposals in a fast and effective manner. We will continue to license the product moving forward.

This is a problem for teams that divide work. Example:  team member #1 creates/modifies forms, team member #2 works with signed documents.

Super simple and easy to use. Help close deals quickly with electronic signatures.

Take advantage of it and set up training for people who are new to online signatures. Other than that, the platform is easy to use once you get the training.

There are a lot of advantages when investing in the service.

We are happy with the frequency in the ITBs and the quality of the projects.

The UI is incredibly user friendly and straightforward. The ease of access to all of the plans is helpful.

Very helpful getting to bid projects in the commercial industry that I would have been able to bid prior to be set up with PlanHub,  also the ability to pick and choose projects geographically.

I can't stand that it lumps brick, block and stone altogether. We are a stone company so I waste a tremendous amount of time looking at jobs to find out there is no stone on them.

What we like the most are  Facility and price this softwre.

Sometimes deadlines for quotes are too close to when info was received. I have to make drawings for Fire Alarm systems - lack of time.

The software is definitely user friendly and the support staff is friendly and helpful.

Good all in all, and I like the price point. Very similar info is on other sites and costs way more elsewhere.

I really enjoyed the free trial with this software and the ease of navigating the menus. I wish they would either extend the longer free trial or lower the monthly/yearly price.

It compiles a great number of opportunities into one place. It is a great way to find potential clients and get in front of them.

I dislike the delay of having the data sent to us. There are some instances where the information is sent to late.

PlanHub has been useful for obtaining proposals. This is especially helpful for out of town projects that we may not have a strong presence in.

Easy to use, great features. Love how easy it is to send invites and get bids.

Difficult to navigate and add invites to the ITB.

This has improved our ability to be extremely competitive while enabling us to  forge new and lasting relationships with subcontractors.

The simplicity in the design is definitely a winning feature.

Great Product for Competitive Pricing in a Unknown building market.

The selection of trades and inability to export the subcontractor coverage.

I really like the user friendly aspect of it, great customer support team, happy customer have used them for years.

In theory this should benefit my business because it presents a pool of potential clients to engage with and try to build relationships with.

The software integrates well with how our sales and development team already function.

From the subcontractor's end, to many useless emails. No contacts at the GC to ask any questions about the bid, plans, nothing.

It is very user friendly. I like how easy it is to navigate through each screen and how it has expanded our subcontractor base.

Their aren't any things that i dislike about this software.

I'm new and havent won any jobs. But to how easy it is. its definitely  giving me high Hope's of winning my first job.

I love the ease and convenience of the site. I have had great results with receiving bids back from the subs.

Thanks to Plan Hubs I get as many leads as i can chase down and they are quality Leads, My revenue has Tripled and my client list has grown ten fold.

The inability to send attachments or hyperlinks.

The take off capabilities for drawings and floorplans and the ease of use were huge benefits.

Its a good service and reasonable in cost for what you do get.

Cost Database is easy to use and has integrated into my business so easily.

Customer service is amazing. I have never had to wait for help and one of the rep is so patient and helpful.

Lack of response from the subcontractors. Not being able to add one more subcontractor and send to just that one.

US Dollar

PandaDoc is an all-in-one tool to create, edit, send, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking and error-free proposals, quotes, and contracts with PandaDoc. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live-human support. The average PandaDoc user creates and sends a document in under 4 minutes and sees a 20% increase in closed rates. Join 50,000 businesses that automate document workflows, speed up the pipeline, and win more deals with PandaDoc!

PandaDoc is cloud-based document management software that helps users create proposals, quotes, contracts, and more. The solution is mostly used by sales and marketing teams and company leadership.

PandaDoc allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging. The built-in e-signature feature allows signers to approve and sign the documents from anywhere, anytime.

PandaDoc analytics provides real-time statistics regarding who has viewed the proposal, how many times they saw the proposal and how much time spent on the proposal. The dashboard provides an overview of proposal performance.

PandaDoc comes is available via a subscription-based pricing model on per user basis. It provides integration with Salesforce, HubSpot, and many more.

LongDescription

Engagement Tracking

Document Templates

Content Delivery

Cataloging/Categorization

Project Workflow

Forecasting

Lifecycle Management

Electronic Payments

Invoice History

Status Tracking

Payment Processing

Price/Margin Management

Product Catalog

Presentation Tools

Performance Management

Customizable Reports

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

HIPAA Compliant

Templates

Progress Tracking

Digital Signature

Mobile Payments

Referral Tracking

Workflow Configuration

Contract/License Management

SSL Security

Pre-built Templates

Electronic Signature

Guided Selling

Single Sign On

Invoice Management

Approval Process Control

Customizable Invoices

Data Extraction

Projections

Pipeline Management

Document Capture

Customer Database

Specialty Contracts

Document Analytics

Customizable Fields

Collaboration Tools

Content Library

Sales Trend Analysis

Full Text Search

Automated Quoting

Template Management

Data Import/Export

Mobile Signature Capture

File Conversion

Document Classification

Audit Trail

Version Control

Opportunity Management

Content Management

Price and Cost Calculations

Configurable Workflow

File Storage

Multi-Currency

Email Marketing

Completion Tracking

Mobile Access

Online Payments

Online Invoicing

Sales Reports

Real-Time Data

Performance Metrics

Data Security

Training Management

Tax Calculation

Proposal Management

Role-Based Permissions

Real-Time Notifications

Pricing Management

Forms Management

Workflow Management

Email Management

Field Sales Management

File Sharing

Activity Dashboard

Alerts/Notifications

Multi-Party Signing

Reporting & Statistics

Knowledge Base Management

Reminders

Invoice Creation

Authentication

Sales Automation

Chat/Messaging

Customizable Templates

Business Process Automation

Billing & Invoicing

Document Review

Accounting Integration

Document Automation

Mac OS

Web browser (OS agnostic)

Windows 10

Essentials: $19/user/month
Business: $49/user/month
Enterprise: contact PandaDoc sales team.



Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

PandaDoc

In Person

Live Online

Webinars

Documentation

Videos

PlanHub is a cloud-based construction management solution for general contractors and subcontractors. The solution allows contractors to post projects, send bid invites, share information with subcontractors and manage multiple team members. Key features include file sharing, activity tracking and bid management.


PlanHub enables users to view project locations, the total number of bids and current status of multiple projects. The built-in instant messaging feature lets users communicate with subcontractors and other employees in real time.


PlanHub’s activity tracking feature lets contractors see which users have viewed the project, downloaded files or submitted bids. Users can sort bids by pricing or trade. The solution also allows subcontractors to ask project-specific questions using built-in communication tools.


Services are available on a per month subscription basis. Support is available via live chat.



Subcontractor Management

Bidder Management

Contractor Database

Cost Database

Quotes/Estimates

RFP Management

For AEC Industry

PlanHub Premier plans start at $399 per quarter (3 months). This rate is discounted with an annual (12 month) plan purchase.

PandaDoc vs PlanHub

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

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