What is PandaDoc?

PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience.

Over 35,000 customers use PandaDocs 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.

Who Uses PandaDoc?

PandaDoc serves businesses ranging in size from SMB to Enterprise. From dog groomers to Panasonic, we can help almost any business streamline their proposal and document processes.

Where can PandaDoc be deployed?

Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile)

About the vendor

  • PandaDoc
  • Located in San Francisco, US
  • Founded in 2013
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Albania, American Samoa, Andorra, Anguilla, Antigua & Barbuda and 136 others

Languages

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

PandaDoc pricing

Starting Price:

US$19.00/month
  • Yes, has free trial
  • Yes, has free version

PandaDoc has a free version and offers a free trial. PandaDoc paid version starts at US$19.00/month.

Pricing plans get a free trial

About the vendor

  • PandaDoc
  • Located in San Francisco, US
  • Founded in 2013
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Albania, American Samoa, Andorra, Anguilla, Antigua & Barbuda and 136 others

Languages

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

PandaDoc videos and images

PandaDoc Software - PandaDoc Signature options
PandaDoc Software - PandaDoc Dashboard
PandaDoc Software - PandaDoc Document recipients
PandaDoc Software - PandaDoc Document updates
PandaDoc Software - PandaDoc Drag-and-drop files
View 6 more
PandaDoc video
PandaDoc Software - PandaDoc Signature options
PandaDoc Software - PandaDoc Dashboard
PandaDoc Software - PandaDoc Document recipients
PandaDoc Software - PandaDoc Document updates
PandaDoc Software - PandaDoc Drag-and-drop files

Features of PandaDoc

  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Authentication
  • Automated Quoting
  • Billing & Invoicing
  • Business Process Automation
  • CRM
  • Collaboration Tools
  • Completion Tracking
  • Compliance Tracking
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract Drafting
  • Contract Lifecycle Management
  • Contract/License Management
  • Customisable Branding
  • Customisable Forms
  • Customisable Invoices
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Security
  • Discount Management
  • Document Capture
  • Document Classification
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • File Conversion
  • File Sharing
  • File Storage
  • For Sales Teams/Organizations
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Invoice Creation
  • Invoice History
  • Knowledge Base Management
  • Mobile Access
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Party Signing
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Pre-built Templates
  • Price / Margin Management
  • Price and Cost Calculations
  • Pricing Management
  • Pricing and Cost Calculations
  • Proposal Generation
  • Quotes/Estimates
  • RFP Management
  • Reminders
  • Reporting & Statistics
  • Sales Activity Management
  • Task Management
  • Tax Calculation
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Configuration
  • Workflow Management

Alternatives to PandaDoc

DocuSign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence
The simplest eSign & document completion solution for businesses that demand fast signatures
Adobe Acrobat Sign lets users send, sign, approve and manage documents with trusted, legal electronic signatures.
Boost efficiency with reliable e-signing.
signNow is an award-winning e-signature solution used by millions of people to electronically sign, send and manage documents. Learn more about signNow
Looking for a mobile first e-signature solution, to make it easier for your teams to collect signatures? Choose Signeasy.
Signaturely is an easy to use electronic signature software for businesses.
High-end solution designed for effective collaboration, communication, social networking, and workflow and knowledge management. Learn more about Bitrix24
Web based software to let you create proposals faster, make them look incredible, and win the job faster with digital signatures. Learn more about Better Proposals

Reviews of PandaDoc

Average score

Overall
4.5 (824)
Ease of Use
4.3 (824)
Customer Service
4.3 (824)
Features
4.2 (824)
Value for Money
4.2 (824)

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Alys G.
Alys G.
Social media manager in UK
Verified LinkedIn User
Marketing & Advertising, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Must have software for all social media managers

5.0 last week New

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: Proposify

Reasons 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

Switched From: Dubsado

Ed S.
CVO in US
Marketing & Advertising, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Seamless collection of digital proposal signatures and invoice payments

5.0 4 weeks ago New

Comments: Excellent experience

Pros:

Ability to customize proposals for individual products and services we offer

Cons:

Must pay extra for the Salesforce integration

Alternatives Considered: Better Proposals and Loopio

Reasons for Choosing PandaDoc: Ability to customize Pandadoc and robust Salesforce integration for our pipeline

Switched From: DocuSign

Reasons for Switching to PandaDoc: Ability to customize plus the integration with Salesforce and Stripe

Ekta A.
Director in Australia
Marketing & Advertising, Self Employed
Used the Software for: 2+ years
Reviewer Source

Latest software update is a debacle

1.0 4 weeks ago New

Comments: 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.

Luke M.
Owner in US
Media Production, Self Employed
Used the Software for: 1+ year
Reviewer Source

Best Contract and Signature Software

5.0 2 months ago

Comments: 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.

Alternatives Considered: Better Proposals and Qwilr

Reasons for Choosing PandaDoc: I didn't like the formatting or functionality of Qwilr

Switched From: Qwilr

Yoyo F.
Yoyo F.
Co-founder in US
Verified LinkedIn User
Marketing & Advertising, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source

PandadDoc

4.0 3 months ago

Comments: 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).