Average Ratings 56 Ratings

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support

Average Ratings 0 Ratings

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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.

Description

Create your pricing and statement of work in just one straightforward step. With the ScopeStack platform, you can effortlessly select features from various technology categories, streamlining the scoping process considerably. Say goodbye to spending endless hours in front of your computer wrestling with word templates and correcting grammar. As you select features and functions, the ScopeStack platform automatically generates the scope for you. Additionally, you can visually assess the profitability of your projects and leverage essential business metrics for automatic project approval, making the entire process even more efficient and insightful.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
COZYROC SSIS+ Suite Yes 
Coevera Yes 
Cognito Forms Yes 
DoorLoop Yes 
Insightly Yes 
Leah Yes 
Motileo Yes 
Rambox Yes 
SaaShop Yes 
Salesforce Yes 
Salesmate Yes 
ScoreDetect Yes 
Square Payments Yes 
Stackreaction Yes 
ZoomInfo GTM Studio Yes 
monday AI work platform Yes 
monday CRM Yes 

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
COZYROC SSIS+ Suite No 
Coevera No 
Cognito Forms No 
DoorLoop No 
Insightly No 
Leah No 
Motileo No 
Rambox No 
SaaShop No 
Salesforce No 
Salesmate No 
ScoreDetect No 
Square Payments No 
Stackreaction No 
ZoomInfo GTM Studio No 
monday AI work platform No 
monday CRM No 

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 

Pricing Details

$500 per month
Free Trial Yes 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

PandaDoc

Founded

2011

Country

United States

Website

demo.pandadoc.com/

Vendor Details

Company Name

ScopeStack

Founded

2017

Country

United States

Website

scopestack.io

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 

Product Features

CPQ

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

Document Generation

Batch Processing Yes 
Collaboration No 
Digital Signature Yes 
Interaction Tracking No 
Multiple Output Formats Yes 
Templates Yes 

IT Project Management

Bug Tracking No 
Issue Management No 
Milestone Tracking No 
Percent-Complete Tracking No 
Portfolio Management No 
Prioritization No 
Product Roadmapping No 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Supports Agile No 
Supports Scrum No 
Task Management Yes 
Testing / QA Management No 
Time & Expense Tracking Yes 

IT Service

Contract Management No 
IT Asset Management No 
Incident Management No 
Knowledge Management No 
Release Management No 
Self Service Portal No 
Service Catalog Yes 
Service Reporting Yes 
Ticket Management No 

Job Costing

Bills of Material No 
Budgeting & Forecasting Yes 
Change Orders Yes 
Cost-to-Completion Tracking No 
Invoice Management No 
Overrun Reporting No 
Percent-Complete Tracking No 
Production Cost Tracking No 
Purchase Order Management No 
Quotes / Estimates Yes 
Time Tracking No 
Work Order Management Yes 

Proposal Management

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

RFP

Bid Management No 
Collaboration Yes 
Content Management Yes 
Data Import / Export Yes 
Due Date Tracking No 
Knowledge Library Yes 
Progress Tracking Yes 
RFP Creation Yes 
RFP Responding Yes 
Requirements Management Yes 
Task Management Yes 
Templates Yes 
Vendor Management No 

Sales Enablement

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

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