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:
$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.
Devices
Business size
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 and 136 others
Supported Languages
Dutch, English, French, German, Polish, Spanish, Swedish and 2 others
Pricing starting from:
$19.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of PandaDoc: 132
Alternatives
DocuSign
Proposify
Qwilr
Better Proposals
Reviews
Already have PandaDoc?
Software buyers need your help! Product reviews help the rest of us make great decisions.
Write a Review!
- 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 23/06/2022
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
ProposifyReasons 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- Industry: Marketing & Advertising
- Company size: 2-10 Employees
- Used Weekly for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Seamless collection of digital proposal signatures and invoice payments
Reviewed on 02/06/2022
Excellent experience
Excellent experience
Pros
Ability to customize proposals for individual products and services we offer
Cons
Must pay extra for the Salesforce integration
Reasons for Choosing PandaDoc
Ability to customize Pandadoc and robust Salesforce integration for our pipelineSwitched From
DocuSignReasons for Switching to PandaDoc
Ability to customize plus the integration with Salesforce and Stripe- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 0.0 /10
Latest software update is a debacle
Reviewed on 01/06/2022
Customer support is excellent and the agents do everything in their capacity to assist. I give them...
Customer support is excellent and the agents do everything in their capacity to assist. I give them 5 stars. Unfortunately the so called "Customer Success Team" gets 0 stars from me. They are the ones who assist with more complex issues. Unresponsive and unhelpful.
A content library that I built over the course of 2+ years for my business was invaluable and a huge time-saver. PandaDoc just decided to delete it without any notice, or opportunity to back up. My order of quotes is in a mess as they are all dated 22nd May 2022.
Pros
Version 1 was relatively easy to set up and use. I could duplicate documents, build a library of images and commonly used sub-headings and sections, resize images.
In Version 2 it is easier to create tables and page breaks.
Cons
Version 2 was launched without any communication and/or notice. The team decided that it was okay to delete my content library that I had built over the course of 2.5 years. All quotes were automatically updated to a single date. So I am unable to sort quotes and proposals based on newest to oldest. The functionality to resize images is lost. The documents are clunky and useless.
- 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 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
Qwilr
- Industry: Marketing & Advertising
- Company size: 2-10 Employees
- Used Weekly for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 6.0 /10
PandadDoc
Reviewed on 27/03/2022
Digital e-signatures for the company. For proposals, authorization forms, interviews, etc.
Digital e-signatures for the company. For proposals, authorization forms, interviews, etc.
Pros
Main advantage over Docusign is that it's free tier and also it's way easier for salespeople to use with it's interchanging block and templates. Makes it easier to send proposals and doc if you have more than one package. Easier to use than docusign which is a plus.
Cons
A lot of times when sending via email, it'll get lost in spam. And the worse part about it is, they know about this and they still put the sending from your own @company domain only at the highest pricing plan (Enterprise).
PandaDoc 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 View Pricing Plans
- Pricing model: Free Version, Subscription
- Free Trial: Available
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/
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:
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
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
- Billing and Invoicing Software
- Workflow Management Software
- Sales Enablement Software
- CPQ Software
- Forms Automation Software
- Sales Tracking Software
