PandaDoc vs Portant
Need a break from Portant?
Your Portant alternative to create fast, accurate quotes, manage documents, and collect eSignatures in an all-in-one platform.
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PandaDoc offers a robust, all-in-one document automation platform that outshines Portant in functionality, flexibility, and user experience. With advanced features like eSignature capabilities, seamless CRM integrations, and detailed analytics, PandaDoc helps businesses create, send, and manage documents while saving time. Unlike Portant, PandaDoc provides a broader range of customization options and workflow automation, making it ideal for scaling teams.
Why customers choose PandaDoc
over Portant
Document creation and management
Customizable templates: Utilize a wide range of templates to generate professional documents.
Document Editing: Edit documents in real-time with collaborative features.
Content Library: Access a centralized repository for all your content needs.
Advanced workflow automation
Automated Workflows: Set up automated approval processes to enhance efficiency
Integrations: Seamlessly connect with CRM and payment platforms for a unified workflow.
Guided Selling: Walk sales reps through the quoting process to ensure error-free quotes with PandaDoc CPQ.
Comprehensive analytics and reporting
Tracking and Notifications: Monitor document status and receive real-time updates.
Analytics: Gain insights into document performance to inform business decisions.
Audit Trails: Maintain compliance with detailed document histories.
"We’ve only been using PandaDoc for a couple of months but in that time we have seen a 50% increase in sales conversions. As much as I’d like to put it down to our fabulousness, we have to take our hats off to PandaDoc. It allows us to respond quicker to quotation requests and track the client’s activity."
All-in-one functionality
Generate quotes and create documents without switching platforms, enabling multiple teams—not just sales—to collaborate effectively.
Sales enablement
PandaDoc allows you to live-track edits, set renewal reminders and other important contract dates. You can also track the negotiation stages with collaborative designated teams and see potential bottlenecks to help you close deals easier, and faster.
Reporting and analytics
Track quotes and proposals, monitor recipient engagement, and utilize comprehensive reporting features to demonstrate ROI.
"Our previous process was a sh*t show. Two parts Google docs mixed with one part saved email templates, a pinch of frustration, and a dash of disorganization. Now with PandaDoc, we’re weeding out potential users who would have dropped later in the onboarding process and wasted our time along the way."
Frequently asked questions
How does PandaDoc pricing compare to Portant?
What makes PandaDoc different from Portant?
Does PandaDoc integrate with other business tools?
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