Average Ratings 4 Ratings

Total
ease
features
design
support

Average Ratings 56 Ratings

Total
ease
features
design
support

Description

Docubee, an Accusoft brand, is an intelligent contract automation platform that lets businesses create, manage, sign, and track digital contracts in one secure platform. Docubee powers contracts by enabling users to gather vital customer data, create contracts using tools like generative AI or pre-built templates, and connect pieces of the process with dynamic workflows. Users can integrate Docubee with their existing site or platform via the API or connect to thousands of apps and CRMs using native and webhook-powered integrations. For more information, visit docubee.com.

Description

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Box Yes 
Capsule Yes 
Dropbox Yes 
Google Drive Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Pipedrive Yes 
Salesforce Yes 
Stackreaction Yes 
Zapier Yes 
COZYROC SSIS+ Suite No 
Coevera No 
HubSpot Marketing Hub Yes 
Josys No 
Leah No 
Parsey No 
QuickBooks Online No 
SmartAdvocate Yes 
Wave Digital Business Card No 
intelliHR No 

Integrations

Box Yes 
Capsule Yes 
Dropbox Yes 
Google Drive Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Pipedrive Yes 
Salesforce Yes 
Stackreaction Yes 
Zapier Yes 
COZYROC SSIS+ Suite Yes 
Coevera Yes 
HubSpot Marketing Hub No 
Josys Yes 
Leah Yes 
Parsey Yes 
QuickBooks Online Yes 
SmartAdvocate No 
Wave Digital Business Card Yes 
intelliHR Yes 

Pricing Details

$9 per month
Transparent pricing packages that fit your business start at just $9 a month.
Free Trial Yes 
Free Version Yes 

Pricing Details

Free
Free eSign - $0 per user per month
Essentials - $19 per user per month
Business - $49 per user per month
Enterprise - price on request
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Docubee

Founded

1991

Country

United States

Website

docubee.com

Vendor Details

Company Name

PandaDoc

Founded

2011

Country

United States

Website

demo.pandadoc.com/

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Class Registration

Calendar Management No 
Confirmation/Reminders Yes 
Discount/Coupon Management No 
Online Registration Yes 
Onsite Registration No 
Payment Processing No 
Surveys & Feedback Yes 
Wait List Management No 

Contract Management

Buy Side (Suppliers) No 
Completion Tracking Yes 
Compliance Tracking No 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search Yes 
Government Contracts Yes 
Pre-built Templates Yes 
Sell Side (Customers) No 
Specialty Contracts Yes 
Version Control Yes 
Workflow Management Yes 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Document Generation

Batch Processing Yes 
Collaboration Yes 
Digital Signature Yes 
Interaction Tracking Yes 
Multiple Output Formats Yes 
Templates Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking No 
Document Archiving Yes 
Document Assembly Yes 
Document Capture Yes 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing No 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery No 
File Type Conversion No 
Forms Management Yes 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control Yes 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing No 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Onboarding

Course Management Yes 
Document Management Yes 
E-Verify / I-9 Forms Yes 
Electronic Forms Yes 
Electronic Signature Yes 
Employee Handbook Yes 
Employee Portal No 
File Management No 
Job Description Management No 
Orientation Management Yes 
Self Service Portal No 
Task Management Yes 
Tax Forms Yes 
Training Management Yes 

Vaccine Management

Adverse Reaction Reporting Yes 
Alerts / Notifications Yes 
Appointment Reminders Yes 
Billing No 
Communication Tools Yes 
Dose Tracking Yes 
For Governments Yes 
Immunization Proof Yes 
Inventory Management No 
Predictive Analytics No 
Scheduling No 
Virtual Waiting Room No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Workforce Management

Budgeting & Forecasting No 
Contractor Management No 
Employee Lifecycle Management Yes 
Labor Projection No 
Performance Appraisal Yes 
Recruiting Management No 
Scheduling No 
Skills Tracking No 
Time & Attendance Yes 
Variable Workforce No 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management Yes 
Hourly Billing No 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency Yes 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Contract Management

Buy Side (Suppliers) No 
Completion Tracking Yes 
Compliance Tracking No 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search No 
Government Contracts No 
Pre-built Templates Yes 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control Yes 
Workflow Management Yes 

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce No 

Digital Signature

Audit Trail Yes 
Authentication Yes 
Auto Reminders Yes 
Customizable Templates Yes 
Document Analytics Yes 
Mobile Signature Yes 
Multi-Party Signing Yes 
Progress Tracking Yes 
Task Progress Tracking Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library Yes 
Pipeline Management Yes 
RFP Management Yes 
Requirements Management Yes 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management Yes 
Presentation Management Yes 
Proposal Management Yes 
Territory Management No 
Training Management No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code Yes 
Task Management No 
Third Party Integrations Yes 
Workflow Configuration Yes 

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