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

United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico

Supported Languages

English

Images

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Features

Total features of PandaDoc: 54

  • ACH Payment Processing
  • API
  • Access Control
  • Activity Tracking
  • Analytics
  • Approval Process Control
  • Audit Trail
  • Auditing
  • Automated Sales
  • Automatic Notifications
  • Behavior Tracking
  • CRM Integration
  • Collaborative Workspace
  • Content Library
  • Content Management
  • Contract Drafting
  • Cost Estimating
  • Credit Card Integration
  • Custom Fields
  • Customizable Branding
  • Customizable Templates
  • Digital Signature
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop Interface
  • Electronic Payments
  • Electronic Signature Capture
  • Email Integration
  • Employee Management
  • Engagement Analytics
  • Forecasting
  • Full Text Search
  • Image Library
  • Lifecycle Management
  • Multi-Department / Project
  • Partial Payments
  • Permission Management
  • Project Workflow
  • Projections
  • Proposal Generation
  • Quota Management
  • Quote Management
  • Reminders
  • Role-Based Permissions
  • Sales Analytics
  • Sales Tracking
  • Single Sign On
  • Summary Reports
  • Tagging
  • Template Management
  • Workflow Management

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Reviews

Overall rating

4.5 /5
(742)
Value for Money
4.2/5
Features
4.2/5
Ease of Use
4.3/5
Customer Support
4.4/5

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 742
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 18/10/2020

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.

Verified Reviewer
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
  • Customer Support
  • Likelihood to recommend 7.0 /10

After six months of using Pandadoc

Reviewed on 15/08/2019

I use Pandadoc for proposals and contract agreements for my Marketing consulting business. It...

I use Pandadoc for proposals and contract agreements for my Marketing consulting business. It allows clients to sign electronically and it notifies me when they have viewed the proposal which helps me track how engaged they are.

Pros

I like that Pandadoc notifies me when prospects view my proposals and it allows them to easily sign electronically without scanning and printing. I like that it gives me the ability to propose a pick list for clients and they can select which package or which services and it will automatically total them.

Cons

I can't clone whole pages, just content chunks. And I can't move entire pages, just content chunks. This is annoying. I find that a bit clunky. I also have not liked the visual aspect as much as designing on my own, and it hasn't let me compose in Landscape mode, so I have instead been designing my own proposal slides in InDesign and then when the client is ready to sign I just copy/paste them as images into an agreement. This is creating some double work for me, which is annoying and part of the reason I wanted a software in the first place was to minimize time spent on proposals.

Verified Reviewer
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

PandaDoc is an excellent document automation software.

Reviewed on 29/12/2020

PandaDoc includes essential office functions for creating, tracking and executing documents, as...

PandaDoc includes essential office functions for creating, tracking and executing documents, as well as functions for electronic signatures.

Pros

The application integrates with CRM, as well as ERP, payment systems, Google Services, cloud storage Dropbox, Box and other systems. You can create quotes and contracts with custom templates that allow for branding, themes, and personalization options. Almost any file type can be downloaded and configured.

Cons

The need to pay a monthly fee for a full range of services. PandaDoc has a very slimmed-down free version, but Surevis has a 14-day free extended trial.

Ted B.
Overall rating
  • Industry: Education Management
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Has some big shortcomings

Reviewed on 11/08/2016

I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't...

I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't write a bad review, but this is more of a warning to others so they don't get surprised like I did.

Pros

Cool name.

Cons

#1. No text wrapping in fields. If you put a field on a form and someone types past the end of the field, it does not wrap text. It also does not tell them they hit the character limit. So what happens? Anything extra is lost with no way to retrieve it. Quote from support "Unfortunately this is a known issue. At this time there is no way to retrieve any information in these situations. " Yes, in 2016, a software company creating fillable fields is not capable of wrapping text or telling a user they are at the limit.

#2 No batch sending. Want to send the same document to 20 people to complete individually? You have to manually add all 20 contacts, then manually send each one of them an individual form that requires an 8 step process. That's 160 steps to send 20 people the exact same form.

#3 No way to identify required fields. Creating a doc with lots of fields with a mix of required and not required? There is no way to differentiate them visually. To check your work you must click on each field and see if the box is checked for it to be required. Nightmare of epic proportions.

Response from PandaDoc

Hi there!

I realize this response is long overdue, so first and foremost thank you for your honest feedback. Although this is our first public response, I can assure you that our team took your comments into account.

The truth is that we are not the company or the product that you once knew.

Since 2016, we have introduced a brand new editor built on user feedback like yours, equipped with overall better performance as well as features that you mentioned such as bulk send and required fields.

If you're still in the market for document automation software, drop us a line and our team would be happy to show you Editor 2.0.

We hope to have the opportunity to work with you again, and I sincerely apologize for your previous experience with us.

Wilber C.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

My Only and Go to Proposal Platform

Reviewed on 08/05/2020

I have been using PandaDoc for more than 3 years and I haven't been able to find anything like it.

I have been using PandaDoc for more than 3 years and I haven't been able to find anything like it.

Pros

What I love about this platform is the functionality and how it allows you to charge your client. It makes it very easy for your client to sign and pay right there and there.

Cons

I don't like the fact that you have to send reminders, manually.

Showing 5 reviews of 742 Read all reviews

PandaDoc FAQs

Below are some frequently asked questions for PandaDoc.

PandaDoc offers the following pricing plans:

  • Starting from: $9.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Individual - $9/user/month Business- $49/user/month Enterprise - contact PandaDoc for a quote API for eSigning and document generation - request a quote

PandaDoc offers the following features:

  • Access Control
  • Activity Audit
  • Activity Logging
  • Add fields for signatures, initials, dates, and more
  • Approval Process Control
  • Audit Trail
  • Automatic Reminders
  • Behavior Tracking
  • CRM Integration
  • Collaborative Workspace
  • Content Library
  • Content Management
  • Contract Drafting
  • Cost Estimating
  • Custom Fields
  • Customizable Branding
  • Customizable Templates
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Document Tracking Analytics
  • Documents tracking and analytics
  • Drag & Drop Interface
  • Electronic Payments
  • Electronic Signature Capture
  • Email Integration
  • Employee Management
  • Engagement Analytics
  • Free docs forever when you spread the love!
  • Image Library
  • Integrations with Google Apps, Dropbox, Box, and more
  • Legally binding electronic signatures
  • Lifecycle Management
  • Multi-Department / Project
  • Permission Management
  • Project Workflow
  • Projections
  • Proposal Generation
  • Quote Management
  • Real-time commenting and collaboration
  • Role-Based Permissions
  • Sales Tracking
  • Send docs within Google Docs - no more email attachments
  • Summary Reports
  • Tagging
  • Template Management
  • Unlimited access to our professional template library
  • Upload and customize virtually any file type
  • Workflow Management

PandaDoc has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

PandaDoc supports the following languages:

English

PandaDoc supports the following devices:

Android, iPhone, iPad

PandaDoc integrates with the following applications:

BriteBiz, GreenRope, HubSpot Marketing Hub, Insightly, Nimble, Nutshell, Pipedrive, Pipeliner CRM, Xero, Zoho CRM

PandaDoc offers the following support options:

FAQs, Online Support, Phone Support, Video Tutorials, Knowledge Base

Related categories

See all software categories found for PandaDoc.