San Francisco, 94104-5401, CA,
United States
PandaDoc Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by PandaDoc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 800 PandaDoc employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that PandaDoc has purchased the following applications: Recurly for Subscription and Recurring Billing in 2017, Appcues for Digital Adoption in 2020, ABC Trainerize for Gym Management in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems PandaDoc is running and its propensity to invest more and deepen its relationship with Recurly , Appcues , ABC Fitness Solutions or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing PandaDoc revenues, which have grown to $125.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for PandaDoc intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Recurly | Legacy | Recurly | Subscription and Recurring Billing | ERP Financial Management | n/a | 2017 | 2017 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Appcues | Legacy | Appcues | Digital Adoption | HCM | n/a | 2020 | 2020 |
|
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ABC Fitness Solutions | Legacy | ABC Trainerize | Gym Management | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, PandaDoc deployed ABC Trainerize for Gym Management. The deployment embeds ABC Trainerize within PandaDoc's public website to surface scheduling, signup, and client portal flows to site visitors and prospective members.
Configuration prioritized core Gym Management capabilities, including class and appointment scheduling, membership and access control, workout program delivery, client progress tracking, and automated client notifications. ABC Trainerize was configured with coach and administrator role models and templated program workflows to standardize program provisioning and recurring session management.
Integration architecture is web-embedded, with ABC Trainerize widgets and client portals surfaced directly on PandaDoc's website to enable self-service enrollment and ongoing training interactions. Operational coverage is web-facing program and membership management, and governance was enforced through role-based administration and templated approval workflows to control program creation and scheduling changes.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
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Chatbots and Conversational AI | AI-Powered Application |
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2018 | 2018 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Collaboration | Collaboration |
|
2013 | 2013 |
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|
|
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Online Meeting Scheduling | Collaboration |
|
2019 | 2019 |
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|
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Survey and Questionnaire | Collaboration |
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2021 | 2021 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
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Digital Signing | Content Management |
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2013 | 2013 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Account Based Marketing | CRM |
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2023 | 2023 |
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CRM | CRM |
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2018 | 2018 |
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Customer Data Platform | CRM |
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2014 | 2014 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Support | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Partner Relationship Management | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Sales Enablement | CRM |
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2019 | 2019 |
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Sales Engagement | CRM |
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2018 | 2018 |
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Sales Engagement | CRM |
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2018 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
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Transactional Email | PaaS |
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2017 | 2017 |
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Transactional Email | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Web Application Firewalls (WAF) | CyberSecurity |
|
2021 | 2021 |
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| First Name | Last Name | Title | Function | Department | Phone | |
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| Date | Company | Status | Vendor | Product | Category | Market |
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