|eSignature and Proposal Management|
|Content Library and Templates|
|In-document Commenting and Negotiation|
|Pricing tables and CPQ||Valotoo CPQ|
|Drag and Drop Editor|
|Auto Reminders and Document Expiration|
|Custom Roles and Permissions|
PandaDoc helps you to create and edit templates and documents with the drag-and-drop online editor, or upload any document and send it for signature immediately. No coding needed. You can make any changes in the template or create a new document from the scratch. The PandaDoc content and image library helps to store organize, and update sales content for easy document customization (case studies, testimonials, customer references, etc.)
Drag-and-drop online editor
With the PandaDoc drag-and-drop editor you can create editable documents in minutes, not in hours. Use your current Word documents to convert them into editable documents and templates with the import feature. Add custom fields to request additional information or documents from the signing counterpart.
You’re up and running with PandaDoc once you’ve completed the signup wizard. Start your free 14-day trial to see for yourself how fast and easy it is to create and send out your proposals and quotes. You need to reach out Dealhub.io if you would like to test drive the DealHub platform (former Valotoo) and their CPQ capabilities.
What features are included with PandaDoc?
Product catalogs and pricing tables
Automate quote creation with product catalogs and dynamic pricing tables. Make your quote interactive with optional quantity and items to choose so your customers can choose what they need. Group line items into section and subsections, add discounts and taxes. Merge info from your CRM into your pricing tables, including customer details, line items, quantities, and pricing.
Image and content library
Save repeatable content to the image and content library and easily share amongst team members: case studies, quotes, custom agreement clause, and other items. Create and manage custom content libraries with the relevant content collateral for different teams in your organization.
Connect to payment gateways like Stripe to automate payment collection with no additional transaction fees from PandaDoc. If you need to collect payments consider PandaDoc as an alternative to DealHub (valotoo.com).
Meet compliance requirements with the Audit trail feature showing every stage of each document in your workspace. You can remain confident that your downloaded PDF copy of your signed document is unchanged as PandaDoc will process it with a special algorithm to identify any edits.
Custom approval workflows
Create approval rules and roles with clear next steps and assignments that align with your document workflow process. Make your approval flow flawless by creating an approvers group to represent different teams within your organization.
Keep and organize your marketing and sales documents in one place with custom folders, tagging, and text search. Grant your team members access to the documents according to their roles and workspaces.