PandaDoc uses bank-level AES-256 encryption with a secure key management system that most banking and financial institutions, as well as government agencies, use for their web applications. Credit card details are not stored, and payments are processed by a PCI DSS Tier 1 provider.
In addition to its security features, PandaDoc offers a variety of features to make document management easier. It has pre-designed templates that are easy to customize according to your needs and currency. You can also access CRM integrations, including the PandaDoc integration with Salesforce, create custom templates, access the content library, manage approval workloads, and use electronic signatures.
The most important feature of PandaDoc is its digital signature feature. This allows you to track, manage, and store documents online as well as place legally binding signatures for fast processes and transactions. You can also regain control of your documents at any time and from anywhere.
PandaDoc also offers in-person, live online training services for new users, webinars, and documentation. Plus, you can take advantage of the Microsoft Dynamics application if you're a Windows user. And if you're looking for extra assurance that your data is safe, PandaDoc has a SOC II type II certification with SAE 16 SOC 2 compliance reports and certifications available upon request.