About PandaDoc

PandaDoc is an all-in-one tool to create, edit, send, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking and error-free proposals, quotes, and contracts with PandaDoc. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live-human support. The average PandaDoc user creates and sends a document in under 4 minutes and sees a 20% increase in closed rates. Join 45,000+ businesses that automate document workflows, speed up the pipeline, and win more deals with PandaDoc!

Pricing starting from:

$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.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Andorra, United Arab Emirates, Antigua & Barbuda, Anguilla, Albania , Curaçao, Argentina, American Samoa, Austria, Australia, Aruba, Åland Islands, Bosnia & 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, St. Kitts & Nevis, Kuwait, Cayman Islands, St. Lucia, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Moldova, Montenegro, St. 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, St. Pierre & Miquelon, Puerto Rico, Portugal, Palau, Paraguay, Qatar, Romania, Serbia, Russia, Saudi Arabia, Solomon Islands, Sweden, Singapore, Slovenia, Svalbard & Jan Mayen, Slovakia, San Marino, Suriname, El Salvador, Turks & Caicos Islands, Thailand, Tonga, Turkey, Trinidad & Tobago, Tuvalu, Ukraine, United States, Uruguay, Vatican City, St. Vincent & Grenadines, Venezuela, British Virgin Islands, U.S. Virgin Islands, Vanuatu, Wallis & Futuna, Samoa, South Africa

Supported Languages

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

Pricing starting from:

$19.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

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Features

Total features of PandaDoc: 133

  • 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
  • Product Configurator Software
  • 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

Nusii

4.8
#1 Alternative to PandaDoc
Nusii is an online proposal management software designed to help businesses create proposals using built-in templates...

Agiloft

4.9
#2 Alternative to PandaDoc
5-Time winner of PC Magazine "Editors' Choice Award" and Spend Matters "Value Award", Agiloft is heralded as "the most...

Adobe Acrobat Reader

4.6
#3 Alternative to PandaDoc
Adobe Acrobat Reader DC is a cloud-based software designed to help businesses view, sign, and annotate PDF documents...

Conga Document Generation

4.4
#4 Alternative to PandaDoc
Conga doc generation creates beautiful, accurate digital documents automatically populated with your data to elevate...

Reviews

Overall rating

4.5 /5
(874)
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.

Showing 5 reviews of 874
Alexia
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Great tool for sending personalized contracts in minutes

Reviewed on 04/11/2022

I use PandaDoc for creating business proposals for my clients. I like that my proposal documents...

I use PandaDoc for creating business proposals for my clients. I like that my proposal documents look professional and are full of interesting and clickable content such as Youtube videos, external links, etc.

Pros

The integration of PandaDoc with Hubspot is fantastic in my opinion. Because this integration pulls data from all of my customers' Hubspot accounts onto the document that I'm working on, I can quickly and easily customize the client contracts that I use. It significantly simplifies the process of sending files.

Cons

I do not like the restricted methods in which you can design a personalized proposal document. I find this to be very frustrating. In point of fact, they assert that you may import a Word document, and the software will immediately convert it into a PandaDoc document for you. I gave it a shot, and unfortunately, it did not work in the least. Both the written content and the visuals were jumbled up. In addition to this, you are unable to add custom HTML code, which, in my opinion, should be a feature that they offer.

Alternatives Considered

DocuSign

Reasons for Choosing PandaDoc

I wanted to further personalize my documents and I feel PandaDoc gives me the most this option.

Switched From

DocuSign

Reasons for Switching to PandaDoc

I wanted to further personalize my documents and I feel PandaDoc gives me the most this option.
Marlon
Overall rating
  • Industry: Outsourcing/Offshoring
  • Company size: 10,000+ 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

My PandaDoc Review

Reviewed on 23/11/2022

As a customer service representative who helps clients with their application and it required to...

As a customer service representative who helps clients with their application and it required to send documents through text or email and they need to sign it so the application will gonna be quick and faster it helps me expedite the process making clients life easier without them waiting for the documents mailed to them. I al very dependent with pandadoc when it comes to electronic signature of documents.

Pros

I love how it work. Electronic signature really help me to make my job easy and not sending documents through mail by just sending it to clients email or text the link they just need to sign it electronically and they can download their file. This is very useful at this difficult time of covid. Thank you Pandadoc.

Cons

Sometimes it is not applicable to all devices, they ask to login the client first but when the phone is updated it is very fast and easy to use.

Edouard
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 3.0 /10

UX to bad for this level fo pricing

Reviewed on 23/10/2022

Pros

Electronic signature is the best part of the product. Simplicity on both side (users and clients).

Cons

The UX to create a new contract, manage a template, add new fields: it is a nightmare.

Emily
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Easy to use, growing product!

Reviewed on 15/11/2022

Really great! User friendly and I also like how much progress the product makes! It is fun to see...

Really great! User friendly and I also like how much progress the product makes! It is fun to see new features.

Pros

I really like how easy it is to organize documents and collect signatures. I like assigning signers and others who are responsible for filling in certain information.

Cons

Sometimes importing documents from word can lose their formatting, and I am very particular about that. I just plan for more time for inputting new documents.

Alternatives Considered

DocuSign

Reasons for Choosing PandaDoc

Price and organization.

Switched From

DocuSign

Reasons for Switching to PandaDoc

I felt like Pandadoc allowed me to organize and edit each document easier.
Omolayo
Overall rating
  • Industry: Financial Services 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 10.0 /10

My experience with PandaDoc

Reviewed on 31/10/2022

Pros

Pandadoc is an awesome software with easy to use features. Proposals are customizable and i have access to proposals from any location. The support is also great.

Cons

Its a great software overall, the only challenge I have is the website it's a bit slow and It takes time to complete a task.

Showing 5 reviews of 874 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.