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.

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

Markets

Andorra, United Arab Emirates, Antigua and Barbuda, Anguilla, Albania, Curaçao, Argentina, American Samoa, Austria, Australia, Aruba, Åland Islands, Bosnia and Herzegovina, Barbados, Belgium, Bulgaria, Bermuda, Bolivia, Brazil, Bahamas, Belarus, Belize, Canada, Switzerland, Cook Islands, Chile, China, Colombia, Costa Rica, Cuba, Cyprus, Czechia, Germany, Denmark, Dominica, Dominican Republic, Ecuador, Estonia, Spain, Finland, Fiji, Falkland Islands, Micronesia, Faroe Islands, France, United Kingdom, Grenada, French Guiana, Guernsey, Gibraltar, Greenland, Guadeloupe, Greece, Guatemala, Guam, Guyana, Hong Kong SAR China, Honduras, Croatia, Haiti, Hungary, Ireland, Israel, Isle of Man, India, Iceland, Italy, Jersey, Jamaica, Jordan, Japan, Kiribati, Saint Kitts and Nevis, Kuwait, Cayman Islands, Saint Lucia, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Moldova, Montenegro, Saint Martin, Marshall Islands, North Macedonia, Northern Mariana Islands, Martinique, Montserrat, Malta, Mexico, Malaysia, New Caledonia, Norfolk Island, Nicaragua, Netherlands, Norway, Nauru, New Zealand, Panama, Peru, French Polynesia, Papua New Guinea, Poland, Saint-Pierre-et-Miquelon, Puerto Rico, Portugal, Palau, Paraguay, Qatar, Romania, Serbia, Russia, Saudi Arabia, Solomon Islands, Sweden, Singapore, Slovenia, Svalbard and Jan Mayen, Slovakia, San Marino, Suriname, El Salvador, Turks and Caicos Islands, Thailand, Tonga, Turkey, Trinidad and Tobago, Tuvalu, Ukraine, United States, Uruguay, Vatican City, Saint Vincent and the Grenadines, Venezuela, British Virgin Islands, U.S. Virgin Islands, Vanuatu, Wallis and Futuna, Samoa, South Africa

Supported Languages

Dutch, English, French, German, Polish, Spanish, Swedish

Pricing starting from:

US$19.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

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Features

Total features of PandaDoc: 132

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • 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
  • Contact Management Software
  • 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
  • File Storage
  • For Sales Teams/Organizations
  • Forecasting
  • Forms Creation & Design
  • 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
  • Pricing and Cost Calculations
  • Product Catalog
  • Progress Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Proposal Management Software
  • Quotes/Estimates
  • RFP Management
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Role-Based Permissions
  • SSL Security
  • Sales Activity Management
  • 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 Management Software
  • 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

DocuSign

4.7
#1 Alternative to PandaDoc
DocuSign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device.

Proposify

4.5
#2 Alternative to PandaDoc
Proposify helps SMB sales teams upgrade their proposal workflows. With Proposify, teams create, send, track, and e-sign...

Qwilr

4.6
#3 Alternative to PandaDoc
Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and integrations with CRM...

Better Proposals

4.8
#4 Alternative to PandaDoc
Better Proposals is a web based platform for creatives and service providing businesses to create professional,...

Reviews

Overall rating

4.5 /5
(834)
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.

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Showing 5 reviews of 834
Alys
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

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

Must have software for all social media managers

Reviewed on 2022-06-23

Pros

After trying a number of tools to streamline my onboarding process I was feeling at a loss. They were all so difficult to set up and couldn’t be customised in the way I required. PandaDoc solved this problem allowing me to send my proposals, contracts and gather an initial payment from clients in one go! It has saved me so much time and makes my onboarding process look so professional.

Cons

There are some features only available on the paid plan which does limit what you’re able to do with some documents but there are often workarounds for this.

Alternatives Considered

Proposify

Reasons for Choosing PandaDoc

Dubsado was expensive, difficult and time consuming to set up, and didn’t have the level of flexibility and customisation I needed in my business

Switched From

Dubsado
Carol
Overall rating
  • Industry: Mental Health Care
  • Company size: 201-500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

PandaDoc saved us during the Pandemic

Reviewed on 2022-07-21

This has really been a blessing to us - especially when the mandates are back in place for not...

This has really been a blessing to us - especially when the mandates are back in place for not allowing verbal signatues.

Pros

I love how easy it was to implement this product and all of the training we received. It was perfect to train the trainer and everyone we came in contact with at PandaDoc were so helpful and quick to lend a hand.
Since there are still clients who aren't comfortable coming into the office, PandaDoc really helps us with obtaining the necessary signatures from our clients without having to have laptops or computers. They can easily sign from their phones.

Cons

It is a bit difficult if you don't use it for a bit and then try to set up a form to be signed. Or if we have turnover and we have to train a new person to use it.

Alternatives Considered

DocuSign

Reasons for Switching to PandaDoc

PandaDoc was listed as an integrated program with Zoom - we were hoping to be able to have clients sign while in Zoom sessions.
Ofentse
Overall rating
  • Industry: Music
  • Company size: Self Employed
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 4.0 /10

What can an AdCreative.ai help with

Reviewed on 2022-07-15

I have not used the futures of pandadoc how I can use it

I have not used the futures of pandadoc how I can use it

Pros

I will be fine only I could get a help from sponsorship

Cons

I need to know all the best fit futures in the software

Luke
Overall rating
  • Industry: Media Production
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Best Contract and Signature Software

Reviewed on 2022-04-22

Pandadoc has allowed us to automate our entire proposal process, saving hours per work

Pandadoc has allowed us to automate our entire proposal process, saving hours per work

Pros

The best thing about PandaDoc is connecting it to Zapier and automatically creating customized proposals without lifting a finger. Tracking when recipients view documents, and how long they spend viewing each page are great metrics to have for sales.

Cons

There are a few things I would like to be available with automation through Zapier, although they are possible with API.

Alternatives Considered

Better Proposals and Qwilr

Reasons for Choosing PandaDoc

I didn't like the formatting or functionality of Qwilr

Switched From

Qwilr
Brent W
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Great document and proposal management software along with reports

Reviewed on 2022-06-27

We have used PandaDoc since it was Quote Roller and have found the customer support superior to...

We have used PandaDoc since it was Quote Roller and have found the customer support superior to everything in any other system. The templates allow for easy reporting and the export to PDF means you can let every customer see their report.

Pros

Great for creating templates that can be made into reports and proposals. Easy client management and workflows which allow the sales and project teams to create and manage documents

Cons

The tables are not easily manipulated by third-party apps. More integrations will help to manage data in grids

Showing 5 reviews of 834 Read all reviews

PandaDoc FAQs

Below are some frequently asked questions for PandaDoc.

PandaDoc offers the following pricing plans:

Free plan: $0/unlimited users/forever Essentials: $19/user/month Business: $49/user/month Enterprise: contact PandaDoc sales team. View our pricing here: https://www.pandadoc.com/pricing/

PandaDoc has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

PandaDoc supports the following languages:

Dutch, English, French, German, Polish, Spanish, Swedish

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, Make, Microsoft Word, Nimble, Nutshell, PayPal, Pipedrive, QuickBooks Payments, Salesforce Sales Cloud, SalesforceIQ, Salesmate, Slack, Stripe, SugarCRM, Zapier, Zendesk Sell, Zoho CRM, monday.com

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.