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.

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

S M L

Markets

Australia, Belgium, Brazil, Canada, China and 10 others, Cyprus, Germany, France, United Kingdom, Ireland, India, Japan, Mexico, New Zealand, United States

Supported Languages

English

Images

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Features

Total features of PandaDoc: 116

  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication Software
  • Automated Quoting
  • Behavior Tracking
  • Business Process Automation
  • CRM Software
  • Cataloging/Categorization
  • Completion Tracking
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management Software
  • Content Delivery
  • Content Library
  • Content Management System (CMS) Software
  • Contract Drafting
  • Contract Lifecycle Management Software
  • Contract/License Management
  • Cost Estimating
  • Credit Card Management
  • Customer Database
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Templates
  • Data Security
  • Digital Signature Software
  • Discount Management
  • Document Analytics
  • Document Automation
  • 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
  • Employee Management
  • Engagement Analytics
  • Field Sales Management
  • File Conversion
  • File Sharing Software
  • Forecasting
  • Forms Management
  • Full Text Search
  • Guided Selling
  • HIPAA Compliant
  • Image Library
  • Invoice Creation
  • Invoice History
  • Knowledge Base Management
  • Lifecycle Management
  • Mobile Access
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Party Signing
  • Online Invoicing
  • Online Payments
  • Opportunity Management
  • Partial Payments
  • Payment Processing Software
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pre-built Templates
  • Presentation Tools
  • Price and Cost Calculations
  • Pricing Management
  • Progress Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Proposal Management Software
  • Quota Management
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Sales Automation
  • Sales Reports
  • Sales Trend Analysis
  • Secure Data Storage
  • Sell Side (Customers)
  • Single Sign On Software
  • Summary Reports
  • Tagging
  • Task Progress Tracking
  • Tax Calculation
  • Team Collaboration
  • Template Management
  • Templates
  • Third Party Integrations
  • Training Management
  • Web Forms
  • Workflow Configuration
  • Workflow Management Software

Alternatives

Odoo

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HarmonyPSA

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#2 Alternative to PandaDoc
HarmonyPSA supports the entire business lifecycle, from lead generation to contract renewal. It is designed...

Zoho CRM

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Bitrix24

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Reviews

Overall rating

4.5 /5
(760)
Value for Money
4.2/5
Features
4.2/5
Ease of Use
4.3/5
Customer Support Software
4.3/5

Already have PandaDoc?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 760
Jesus P.
Overall rating
  • 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.

Kalie L.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Newer to the product, BUT LOVE IT!

Reviewed on 2019-08-23

We have cut down the amount of time it takes to get signed legal documentation from customers which...

We have cut down the amount of time it takes to get signed legal documentation from customers which allows us to begin work on projects much sooner! Also, housing all documents in one place allows for ease of access should we need to find a specific document.

Pros

With software development being our field of specialty, we have many documents that we need our customers to read over and sign. The location to a printer for some was easy, but for others, it would take so long for them to print out the number of documents, sign them, scan them and send them back to our team in which they would live in a random folder in our drive. Using PandaDoc allows us to create templates for each of our legal documents and send them directly to the signer in which they can click a few buttons and send it back over to us and everything is housed neatly together in folders.

Cons

It does get a little pricey the more users you add, but if you only have one person that needs to access the information it is well worth it.

Phil P.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Our favorite e-signature and proposal building platform

Reviewed on 2021-03-12

Our company loves using PandaDoc to impress our clients with great proposals in a fast and...

Our company loves using PandaDoc to impress our clients with great proposals in a fast and effective manner. We will continue to license the product moving forward.

Pros

PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business. It is way more than just an e-signature platform!

Cons

There really are no major cons here. As a SaaS company, at times it is hard to get a member of PandaDoc's support team on the phone, but their library of best practices is helpful.

Elaine L.
Overall rating
  • 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.

Paul S.
Overall rating
  • Industry: Events Services
  • Company size: 51-200 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

Panda Doc Review

Reviewed on 2021-01-28

Enjoy using Panda Doc, only wish it had the profit/margin visibility on a line item basis. Other...

Enjoy using Panda Doc, only wish it had the profit/margin visibility on a line item basis. Other than that we have been very satisfied.

Pros

Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.

Cons

No visibility on profit/margin %s on a line item / Individual SKU basis - only on the bottom line cost. Poor design

Showing 5 reviews of 760 Read all reviews

PandaDoc FAQs

Below are some frequently asked questions for PandaDoc.

PandaDoc offers the following pricing plans:

  • Pricing model: Free, Subscription
  • Free Trial: Available

Free eSign: free Essentials: $19/user/month Business: $49/user/month Enterprise: contact PandaDoc sales team. View our pricing here: https://www.pandadoc.com/pricing/

We do not have any information about PandaDoc features

PandaDoc has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

PandaDoc supports the following languages:

English

PandaDoc supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

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

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.