About PandaDoc
PandaDoc has empowered sales team to improve deal workflow, insights, and speed while delivering an amazing buying experience.
Over 18,000 customers use PandaDoc’s all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts. PandaDoc helps you simplify processes and increase efficiency across the entire organization when you integrate your existing CRM, payment, and file storage apps into a single workflow.
Sales teams that use PandaDoc typically see a:
- 28% increase in close rate
- 18% increase in average sales price
- 65% decrease in document creation time
PandaDoc is rated the top proposal and contract software by its customers year after year on review sites like G2, TrustRadius, and Capterra.
For more information, including pricing and product features, visit us at www.pandadoc.com.
Pricing starting from:
US$19.00/month
- Free Version
- Free Trial
- Subscription
Key benefits of PandaDoc
Faster docs. Faster deals.
Keep momentum…get your documents out the door fast to keep deals moving with automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.
Don't just engage, make it engaging
Stand out from the crowd with stunning, effective sales documents with custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.
Stay ahead by always knowing where you stand.
Stop flying blind when creating forecasts. Picking which deals to include (or exclude) is easy when you can drill down to the deal level with proposals.
Create Documents in Minutes
Quickly create proposals, quotes, and contracts from pre-built templates, content from marketing, and customer data from your CRM. Gain access to a library of 400+ templates that ready to go.
Momentum happens when your workflow works for you
Centralize communications, streamline the negotiation process, and make revisions in real-time in a single location.
Enjoy Seamless Integrations
Simplify processes and increase efficiencies across your entire organization when you integrate your existing CRM, payment, and file storage apps into a unified workflow. Integrations available with all common CRMs.
Content Management and Organization
Distribute your content by teams, departments, projects, or specific groups of people with our workspaces feature. You can even organize your content by folders or with tags.
Configure Price Quote
Our platform includes robust CPQ functionality. Include dynamic pricing tables inside of your documents and auto calculate discounts, taxes, and margins with little effort.
Devices
Business size
Markets
Supported Languages
Pricing starting from:
US$19.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of PandaDoc: 124
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Workflow
- Archiving & Retention
- Audit Management
- Audit Trail
- Authentication Software
- Automated Quoting
- Billing & Invoicing
- Business Process Automation
- CRM Software
- Cataloging/Categorization
- Chat/Messaging
- Collaboration Tools
- Completion Tracking
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Content Delivery
- Content Library
- Content Management System (CMS) Software
- Contract Drafting
- Contract Lifecycle Management Software
- Contract/License Management
- Customer Database
- Customizable Branding
- Customizable Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Invoices
- Customizable Reports
- Customizable Templates
- Data Extraction Software
- Data Import/Export
- Data Security
- Digital Signature Software
- Discount Management
- Document Analytics
- Document Automation
- Document Capture
- Document Classification
- Document Generation Software
- Document Management Software
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Electronic Signature
- Email Management Software
- Email Marketing Software
- Engagement Tracking
- Field Sales Management
- File Conversion
- File Sharing Software
- Forecasting
- Forms Management
- Full Text Search
- Guided Selling
- HIPAA Compliant
- Invoice Creation
- Invoice History
- Invoice Management
- Knowledge Base Management
- Lifecycle Management
- Mobile Access
- Mobile Payments
- Mobile Signature Capture
- Multi-Currency
- Multi-Party Signing
- Online Invoicing
- Online Payments
- Opportunity Management
- Payment Processing Software
- Performance Management
- Performance Metrics
- Pipeline Management
- Pre-built Templates
- Presentation Tools
- Price / Margin Management
- Price and Cost Calculations
- Pricing Management
- Product Catalog
- Progress Tracking
- Project Workflow
- Projections
- Proposal Generation
- Proposal Management Software
- Quotes/Estimates
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Referral Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SSL Security
- Sales Automation
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Secure Data Storage
- Sell Side (Customers)
- Single Sign On Software
- Specialty Contracts
- Status Tracking
- Tagging
- Task Progress Tracking
- Tax Calculation
- Team Collaboration
- Template Management
- Templates
- Third Party Integrations
- Training Management
- Version Control
- Web Forms
- Workflow Configuration
- Workflow Management Software
Alternatives
Odoo
HarmonyPSA
monday.com
FURIOUS
Reviews
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- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Weekly for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Jumping From RightSignature to PandaDocs
Reviewed on 2020-10-18
We were previously paying RighSignature somewhere around $600/yr to essentially send around 4...
We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back.
We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign.
If you're a small business getting started and need free e-Signing, PandaDoc is a winner.
Pros
They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".
Cons
I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.
Alternatives Considered
signNowReasons for Choosing PandaDoc
RightSignature was too expensive for API access.Switched From
RightSignatureReasons for Switching to PandaDoc
PandaDoc had a free tier.
- Industry: Telecommunications
- Company size: 1,001-5,000 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Good document editor with e-sign feature
Reviewed on 2021-05-20
I use Pandadoc to create plans and contract agreements. It enables clients to sign digitally and...
I use Pandadoc to create plans and contract agreements. It enables clients to sign digitally and immediately notify me when they see the proposal, which allows me to watch their level of engagement.
Pros
I appreciate the fact that Pandadoc notifies me as prospects see my proposals and enables them to sign digitally without scanning or printing. I like that it allows me to present a pick list to customers, from which they can choose which package or service they want, and it will instantly complete them.
Cons
I am unable to replicate whole sections, just some of the content parts. This is infuriating. That strikes me as a little clumsy from the developer side. The document didn't allow me to write in Landscape mode, so I've been drafting my proposals slides in InDesign and afterwards copying/pasting them as photographs into the document, and this has resulted in some duplication of effort on my side, which is inconvenient given that one of the reasons I choose this software because I need a system to help reduce time wasted on drafting proposals.
- Industry: Retail
- Company size: Self Employed
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 9.0 /10
PandaDoc is more affordable & I receive same quality service.
Reviewed on 2021-10-12
I was hesitant at first; however, it was easy to adapt to being familiar with Docusign. Customers...
I was hesitant at first; however, it was easy to adapt to being familiar with Docusign. Customers have not had any issues completing the PandaDoc forms.
Pros
I like that PandaDoc is much cheaper than other other sales processing software. Transitioning was not as difficult as I thought it would be.
Cons
Time consuming to set up. I have been told there are other softwares at a better price. So far customers are not having please with the checkout process.
- Industry: Individual & Family Services
- Company size: 51-200 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 2.0 /10
Does the job but improvements needed
Reviewed on 2021-03-18
Easy to learn and use. PandaDoc support team does seem willing to listen and interested in...
Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features.
Pros
Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.
Cons
No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.
- Industry: Textiles
- Company size: 2-10 Employees
- Used Daily for Free Trial
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 2.0 /10
Insane product versus obsolete pricing
Reviewed on 2021-07-22
Wonderful product discovering, harsh disappointment on the pricing model.
Wonderful product discovering, harsh disappointment on the pricing model.
Pros
The visual template editor tool is completely insane; nothing to be compared to other existing SAAS out there. Tested like 7 other tools, really nothing compares.
Cons
The pricing model for the first 2 plans (essential 29$ / business 49$) EXCLUDES THE API ACCESS, that can only be enabled — with extra-charges — with an enterprise plan. The enterprise plan is on-demand quote only, through a useless call with the sale team, and probably very expensive (I did not go through there, not time for useless calls). This is completely insane as of 2021 as it makes Pandadoc both unsuitable for automation workflows in human-sized companies, and inconsistent with its competition and its time. This is 21th century, every SAAS out there has an open API from starter plans, and there's a reason for this : an API is not an "enterprise" nor an "advanced" feature at all; every startup use them be it through code or no-code integrations. This is a pretty ridiculous situation where I love the product, already setup everything working like a charm, want to buy it, but am facing an inconsistent and prohibitive pricing model.
Alternatives Considered
Formstack DocumentsReasons for Switching to PandaDoc
I did not, because of the prohibitive pricing model. I went with Docupilot which has a waaaaaaaaay less curated product, but a decent (and 2021-ready) pricing modelPandaDoc FAQs
Below are some frequently asked questions for PandaDoc.Q. What type of pricing plans does PandaDoc offer?
PandaDoc offers the following pricing plans:
- Starting from: US$19.00/month View Pricing Plans
- Pricing model: Free Version, Subscription
- Free Trial: Available
Free plan Essentials: $19/user/month Business: $49/user/month Enterprise: contact PandaDoc sales team. View our pricing here: https://www.pandadoc.com/pricing/
Q. Who are the typical users of PandaDoc?
PandaDoc has the following typical customers:
Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+
Q. What languages does PandaDoc support?
PandaDoc supports the following languages:
English
Q. Does PandaDoc support mobile devices?
PandaDoc supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does PandaDoc integrate with?
PandaDoc integrates with the following applications:
Authorize.Net, Box, Canva, Close, Copper, Dropbox Business, Gmail, Google Drive, HubSpot CRM, Insightly, Integromat, Microsoft Word, Nimble, Nutshell, PayPal, Pipedrive, QuickBooks Payments, Salesforce Sales Cloud, SalesforceIQ, Salesmate, Slack, Stripe, SugarCRM, Zapier, Zendesk Sell, Zoho CRM
Q. What level of support does PandaDoc offer?
PandaDoc offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat
Related categories
See all software categories found for PandaDoc.
- Sales Tracking Software
- Digital Signature Software
- Document Management Software
- Proposal Management Software
- Quoting Software
- Contract Management Software
- Sales Force Automation Software
- Billing and Invoicing Software
- Workflow Management Software
- Sales Enablement Software
- CPQ Software
- Real Estate CRM Software
- Forms Automation Software
