Best Document Management Software for PandaDoc

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Secure collaboration with anyone, anyplace, on any device. It is our top priority to protect your cloud files. We have developed advanced security controls, intelligent threats detection, and complete information governance. We also know that your needs are not limited to these security controls. Strict data privacy? Check. Check. Check. Check. You should check. Collaboration is key to your business. This includes customers, partners, vendors, and teammates. Everyone can work together on your most important content easily if they are in the same place. You should not be sharing files but frustration. You should be able to rest assured that your data is safe. It is a waste of time to work on cumbersome, manual processes every day. We let anyone automate repeatable workflows that are important to your business, such as HR onboarding and contract management. Your workflows will move faster. You have more time for what is most important.

Connect models to your data faster than ever before, create models 10x faster, and share them with beautiful visuals and interactive dashboards. Causal's formulas can be used in plain English, without cell references or obscure syntax. A single Causal formula can perform the work of dozens of spreadsheet formulas and even hundreds of spreadsheet formulas. Causal's Scenarios feature allows you to easily create and compare what-if scenarios. You can also work with ranges ("5-10") to see the full range of outcomes for your model. Startups use Causal for tracking KPIs, planning employee compensation, and building investor-ready financial models. You can create beautiful tables and charts without spending hours customizing and configuring. You can easily switch between summary views and time scales.

DynaFile is a cloud-based electronic HR employee filing system that gives your teams secure, instant access to the files they need. Featuring unique scanning automation tools, instant document retrieval, segmented document access, secure file sharing, automated employee onboarding integrations, data sync with your HRIS and HCM, and custom reporting that boost employee record compliance.

Streamline sales with centralized, personalized, and trackable sales areas. Eliminate the chaos caused by overflowing email inboxes. Instead, create a space where all of your sales and customer satisfaction materials can be accessed via a single link. Share demo recordings, collaborative action plans and documents, educational content and more. Consolidate your entire sales process into a single, customizable and trackable workspace. We will support you throughout the entire process, from outreach to post-demo to closing, and then on to onboarding and managing your account.

Our Contract Performance Platform extracts commercial terms from contracts and turns them into verified data that improves business performance. Contract Wrangler gives you visibility into all your contract terms and provides insights that can impact cash flows and productivity. You can see what has been agreed to, analyze the effect on your business, as well as a self-maintening database that you don’t have to worry about. A.I. Our attorneys will verify that you have extracted every date-driven event and pertinent term. Unlimited access to a searchable database that contains contract data, insights, milestones, and other information. Native integrations are used to improve enterprise workflows and update peers of record. Convert complex contract data into a simple dashboard with date-driven milestones, events, and obligations. You can get proactive alerts before any important event, such as the auto-renewal or termination of a vendor contract that you don't want to pay for.