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

American Samoa, Australia, Austria, Belgium, British Virgin Islands and 36 others

Supported Languages

Dutch, English, French, German, Polish and 2 others

Pricing starting from:

$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
  • 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 and Cost Calculations
  • Price/Margin Management
  • 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

Foxit eSign

4.8
#1 Alternative to PandaDoc
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Conga Document Generation

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

Bidsketch

4.3
#3 Alternative to PandaDoc
Bidsketch proposal software allows businesses to create proposals in minutes using customizable templates and additional...

Docupilot

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#4 Alternative to PandaDoc
Docupilot is an innovative, cloud-based document automation software designed with affordability and usability in mind....

Reviews

Overall rating

4.5 /5
(1,016)
Value for Money
4.3/5
Features
4.3/5
Ease of Use
4.4/5
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 1,016
Hafizah
Overall rating
  • Industry: Telecommunications
  • Company size: 1,001–5,000 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

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

Habibah
Overall rating
  • 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.

George
Overall rating
  • Industry: Telecommunications
  • 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 10.0 /10

Panda doc makes life easy

Reviewed on 12/04/2023

brilliant. Very user friendly and makes the whole sales process easier

brilliant. Very user friendly and makes the whole sales process easier

Pros

It makes life very easy in sales. Sending quotes and order forms is very easy and it does a lot of the work for you

Cons

Sometimes you have to refresh a few times to be able to edit the document but apart from that i have no complaints

Jacob
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • 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.

Lauric Fruitace
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

PandaDoc

Reviewed on 17/03/2023

I have had an excellent experience with PandaDoc. The platform is user-friendly and has many...

I have had an excellent experience with PandaDoc. The platform is user-friendly and has many features that make creating and signing documents much easier than conventional methods. Additionally, the customer service team has been prompt and helpful when I have had inquiries or difficulties.

Pros

PandaDoc makes document customization and setup an effortless task, thanks to its helpful templates. I am also pleased with its capability for collaboration and monitoring, as well as its automated reminders, analytics and cloud-based storage. To top it off, the payment options are incredibly handy, and include credit cards and e-signing. I am delighted with the diverse set of features, and the convenience that PandaDoc brings.

Cons

PandaDoc can become costly rather quickly when you add on additional features. It would be beneficial to be able to view and test the final document. We use the pricing tables, often making certain features optional, but we cannot test them as we are not the recipients.

Showing 5 reviews of 1,016 Read all reviews

PandaDoc FAQs

Below are some frequently asked questions for PandaDoc.

PandaDoc offers the following pricing plans:

Free plan: $0/user/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.