Are you wondering if PandaDoc is secure and reliable? You can rest assured that it is. The company 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. The store's credit card details are not stored. PandaDoc also takes advantage of the Amazon AWS platform to ensure the reliability of its services.
The PCI DSS Tier 1 provider is used to process payments. PandaDoc leaves no stone unturned when it comes to ensuring the reliability of your system and protecting your documents in the cloud. It performs periodic reviews and maintenance of its servers and networks; uses AES-128 encryption for document data; takes advantage of industry-standard programming methods; employs automated and encrypted backups; uses dedicated monitoring and alert systems; performs security tests of web applications; and applies a multi-level application architecture, among other things. With PandaDoc, you're guaranteed enterprise-grade security features and protocols.
In addition to having an audit log that records all the details of the document's progress, from its creation to its completion, PandaDoc offers you a unique automatic numbering of documents so that you can keep track of them and their progress as they go through the stages of the channel. Both PandaDoc and DocuSign offer resources to help customers get the most out of their services and solve any problems that may arise. PandaDoc offers a free design feature that allows users to electronically sign an unlimited number of digital documents. All of PandaDoc's tools make this document management application a complete platform needed to carry out business operations smoothly.
While PandaDocs already integrates with more than half a dozen leading CRM applications, you might do well to add more third-party CRMs to your portfolio based on user feedback. PandaDoc provides you with a centralized cloud repository for your digital documents, in addition to being able to integrate with online storage systems, allowing you to access and view your document files from your home, in the office or while traveling. PandaDoc's selection of on-demand courses is somewhat limited, especially compared to DocuSign University, which includes dozens of lessons in several languages. As always, if you need a specific feature, check out PandaDoc and DocuSign to see if they offer it.
If you encounter any problems, both PandaDoc and DocuSign offer a resource center, user forums, and customer support via email and online chat. However, this focus on vendors means that PandaDoc may not be the best solution for a non-sales team or for a company looking to use an exclusive tool in many different departments. Fortunately, with PandaDoc's electronic signatures, the entire approval process is much faster and saves you a lot on shipping costs. Users have access to CRM integrations, including the PandaDoc integration with Salesforce, the creation of custom templates, the content library, approval workloads and electronic signatures, of course, among others.
The essence of PandaDoc is its document generation function, which includes an editor, a drag-and-drop function, pre-set content blocks and pre-designed templates for documents such as business plans, contracts, quotes, invoices, receipts, proposals and many more.