Average Ratings 56 Ratings

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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

Affordable Document Management A digital office will eliminate paper and automate processes. SearchExpress document management software allows you to share scanned documents and also eForms, Word, and Excel files. Employees can access documents via their smartphone, tablet, or PC. Machine Learning SearchExpress can replace manual data entry with Artificial Intelligence. SearchExpress can automatically extract invoice data using the pre-trained Microsoft Machine Learning AI, with no training needed. Manage Documents SearchExpress offers search and document workflows to automate business processes. This allows people to have the information they need at the right time. The SearchExpress Voice Digital Assistant, Cyber Express (TM), provides speech queries of your business’s data. Cyber Express is a smart speaker and smartphone digital assistant that lets you verbally ask questions and get verbal responses of your business’s information, from your smart speaker or smartphone. Available in cloud and on-premises versions.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Axis LMS Yes 
CloudNuro Yes 
Cognito Forms Yes 
Insightly Yes 
Kizen Yes 
Kynection KIM Yes 
Microsoft 365 No 
Microsoft Dynamics GP No 
PayPal Yes 
Pipedrive Yes 
Salesforce Yes 
Slack Yes 
Softr Yes 
Square Appointments Yes 
Square Payroll Yes 
Tabs Yes 
Vessel Yes 
Zendesk Sell Yes 
ZoomInfo GTM Studio Yes 

Integrations

Axis LMS No 
CloudNuro No 
Cognito Forms No 
Insightly No 
Kizen No 
Kynection KIM No 
Microsoft 365 Yes 
Microsoft Dynamics GP Yes 
PayPal No 
Pipedrive No 
Salesforce No 
Slack No 
Softr No 
Square Appointments No 
Square Payroll No 
Tabs No 
Vessel No 
Zendesk Sell No 
ZoomInfo GTM Studio 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

$39/user/month Cloud.
Cloud and on-premises versions available.
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 Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
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 Yes 

Vendor Details

Company Name

PandaDoc

Founded

2011

Country

United States

Website

demo.pandadoc.com/

Vendor Details

Company Name

SearchExpress

Founded

1984

Country

United States

Website

www.searchexpress.com

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

Digital Workplace

Activity / News Feed No 
Calendar Management No 
Chat / Messaging No 
Content Management No 
Document Management Yes 
Employee Directory No 
File Sharing No 
Knowledge Management Yes 
Surveys & Feedback No 
Task Management No 

Document Management

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

Electronic Data Capture

Audit Trail Yes 
CRF Tracking No 
Data Entry Yes 
Data Verification Yes 
Distributed Capture Yes 
Document Imaging Yes 
Document Indexing Yes 
Forms Management Yes 
Remote Capture Yes 
Study Management No 

Remote Work

Collaboration No 
Credential Management No 
Electronic Signature Yes 
Employee Monitoring No 
Live Chat No 
Meeting Management No 
Project Management No 
Remote Access No 
Remote Support No 
Screen Sharing No 
Softphone No 
Task Management No 
Time Zone Tracking No 
Video Chat No 
Web Conferencing 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 No 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code Yes 
Task Management No 
Third Party Integrations No 
Workflow Configuration Yes 

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