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 50,000+ 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 750+ 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
Pricing starting from:
$19.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of PandaDoc: 132
Alternatives
Foxit eSign
Conga Document Generation
Bidsketch
Docupilot
Reviews
Already have PandaDoc?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Telecommunications
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Zoho Notebook is really the best
Reviewed on 02/06/2021
Pros
Using Zoho Notebook on my desktop pc or on my mobile device, I can easily take notes or save my thoughts. Not only written material but also music and pictures can be added to the note. However, the file size is limited. Using a digital notebook to save my notes is more safer than using a real notepad.
Cons
It does not allow an offline setting since it requires constant internet connections to view my notes in the software. If the note may be saved on my desktops as a backup option, it will greatly assist me in recovering my note if I lose internet access. Overall, most of the feature is really useful for me as i really in needs for a good digital notepad
- 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 20/05/2021
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: Computer Software
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 0.0 /10
If you will be processing payments via Stripe, this application is not for you!
Reviewed on 12/01/2023
The tool is easy and intuitive to use and looks flashy on the surface. Pull back the covers a bit...
The tool is easy and intuitive to use and looks flashy on the surface. Pull back the covers a bit and it becomes incredibly apparent that their product designers have not built a strong tool. Integrations that make life more difficult for users should be amended. On top of all that, PandaDoc support is among the worst I've ever encountered.
Pros
Ease of configuration and use. Creating new and amending existing documents is a dream. And the native CRM integrations make managing agreements at the customer level very straight forward.
Cons
The Stripe integration is inherently broken. A paid invoice will invariably result in a net-new customer being created in Stripe (even if the paying party already exists as a customer in your stripe account). This wrecks your stripe analytics and requires manual reconciliation. Worse, when notified of this issue, PandaDoc has stated that "the integration works as expected" and that they have no desire to resolve it. But to get that answer, I had to go through a month long battle with PandaDoc Support to figure out why it was messing up Stripe records.The support team is offshore (managed by a third party outsourcing company) and wildly ineffective. If you expect clear communications about the issues you're reporting and plans for resolution, look elsewhere. Your tickets will sit in unaddressed for weeks on end. When a support rep finally responds, they will likely not respond to the issues you've raised (I've literally had support reps provide guidance to me that was clearly meant to address another customer's challenges as it was entirely unrelated to mine). And only once you escalate to your AE will support finally take you seriously. In an age when we must all do more with less, managing another company's support team is the worst investment you can make.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
e-signature is awersome!
Reviewed on 26/08/2023
Pros
We have been using PandaDoc for a long time. It is the best platform for e-signatures and contract management. The automation process is a time-saver, and their support is truly excellent. The dashboard and interface are easy to understand
Cons
So far, everything is perfect. We've signed over 1.5k docs without any errors.
Alternatives Considered
signNow, OneSpan Sign, DocuSign, DealHub, GetAccept, Zoho Sign, and MSB DocsReasons for Choosing PandaDoc
We were seeking automation and other advanced features.- Industry: Media Production
- Company size: Self Employed
- Used Daily for 1+ year
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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 22/04/2022
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.
Reasons for Choosing PandaDoc
I didn't like the formatting or functionality of QwilrSwitched From
QwilrPandaDoc 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: $19.00/month
- Pricing model: Free Version, Subscription
- Free Trial: Available
Essentials: $19/user/month Business: $49/user/month Enterprise: contact PandaDoc sales team.
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, 1,001–5,000
Q. What languages does PandaDoc support?
PandaDoc supports the following languages:
Dutch, English, French, German, Polish, Spanish, Swedish
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:
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, authorize.net, monday.com
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.
- Digital Signature Software
- Document Management Software
- Proposal Management Software
- Quoting Software
- Contract Management Software
- Sales Force Automation Software
- Virtual Data Room Software
- Billing and Invoicing Software
- Workflow Management Software
- Sales Enablement Software
- CPQ Software
- Human Resources Software
- Forms Automation Software
- Sales Tracking Software
- RFP Software
