PandaDoc provides organizations complete digital document solution. Its users are able to create, send, sign, and track documents online, as well as to securely process paperless transactions. The service is aimed at sales teams in SMEs and large enterprises.
Documents, that can be handled by this platform are proposals, quotes, contracts, HR documents, receipts, invoices, etc. PandaDoc offers set of templates and preset text blocks that makes quoting easy and fast. It streamlines the way sales teams creates and sends sales papers, making closing deals more effective.
It is possible to share documents within the organization's departments, or defined groups of people. PandaDoc also features CPQ functionality, pricing tables, e-signatures, proposal generation, image library, and more.
About Ombud
Ombud consolidates all content in one place providing a single source of truth for your revenue teams which means no more content living within shared drives, email, user desktops, or disparate systems. Content authors and subject matter experts make updates in a central place so everyone has access to their knowledge. In turn, it’s easy for others to find the information they need and modify it when necessary. Every subject matter expert’s worst nightmare is getting emails from 10 different people, all asking the same question. By using Ombud, you can protect your subject matter experts and empower users to find the content they need or assign the correct person if necessary. Ombud also offers automatic triggers and notifications so you never miss an assignment, due date, or let content go outdated.
Features
API
Audience Targeting
Contact Management
Contact Sharing
Conversion Tracking
Customer Management
Data Export
Data Import
Email Integration
Expense Tracking
External Integrations
Inventory Tracking
Lead Management
Lead Scoring
Multi-Currency
Multi-User
Notifications
Project Management
Supplier Management
Features
API
Audience Targeting
Contact Management
Contact Sharing
Conversion Tracking
Customer Management
Data Export
Data Import
Email Integration
Expense Tracking
External Integrations
Inventory Tracking
Lead Management
Lead Scoring
Multi-Currency
Multi-User
Notifications
Project Management
Supplier Management
Summary
No key features associated with this application.
Summary
Document generation and authoring capabilities support multiple use cases
Automatic content additions into the pool of suggested content
Intelligent search categorizes and prioritizes the best content for use
Content flagging can push inaccuracies to SME review and remove from search until resolved
Nomination of end-user generated content to curated documents
Expiration dates and end-user curation of content for seamless updates
Single Sign-On (SSO) connection with all SAML 2.0 compliant vendors
Separate access-levels streamline workflow for subject matter experts
Enterprise-grade access controls
Fully configurable NIST password protections
Pricing
Professional
$19.00
1 user(s) / month
Included in plan:
Up to 5 Templates
Unlimited Docs & eSignatures.
Document Analytics
Document Builder and Editor
Custom Branding
Pricing Tables and Product Catalogs
Email Support
Business
$39.00
1 user(s) / month
Included in plan:
Unlimited Templates
Phone Support
Integrations With CRMs and Other Tools
Content Library
Manager Approval Workflow
Document Expiration Settings
Auto Reminders
Content Conversion Assistance
FAQs
Does this service offer an API?
PandaDoc offers REST API.
Does this service offer guides, tutorials and or customer support?
Support offered: Help Center, Webinars, FAQs, Phone Support, Video Tutorials.
Who are the main user groups of this service?
Main users of PandaDoc are SMEs and large enterprises.
Does this service offer multi-user capability (e.g. teams)?
Yes.
What are some applications this service is commonly used in tandem with?
This service is commonly used in tandem with CRM applications.
What platforms does this service support?
This is a web-based platform with Android and iOS mobile apps.
What is this service generally used for?
This is a complete digital document solution.
FAQs
What is this service generally used for?
Customers rely on Ombud to automate the content-centric activities in their sales processes. Our platform combines content collaboration, project management, and machine learning technology to streamline the creation of sales documents like RFP responses, security questionnaires, sales proposals, statements of work, and much more. Ombud is RFP management software, sales collaboration software, proposal management software, and more, all in one tool.
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