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.

What Is PandaDoc?

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

Over 30,000 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.

PandaDoc Details

PandaDoc

http://www.pandadoc.com

Founded 2013

PandaDoc Software - 300+ pre-built templates
PandaDoc Software - Faster docs. Faster deals
PandaDoc Software - Simple & powerful editor
PandaDoc Software - Track and know everything
PandaDoc Software - Get docs signed fast!
PandaDoc video
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PandaDoc Software - 300+ pre-built templates - thumbnail
PandaDoc Software - Faster docs. Faster deals - thumbnail
PandaDoc Software - Simple & powerful editor - thumbnail
PandaDoc Software - Track and know everything - thumbnail
PandaDoc Software - Get docs signed fast! - thumbnail

PandaDoc pricing overview

See pricing plans

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


Starting Price

US$19.00/month See pricing details

Free Version

Yes

Free Trial

PandaDoc deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

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

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

PandaDoc Features

  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Billing & Invoicing
  • Billing Portal
  • Client Portal
  • Contact Database
  • Contingency Billing
  • Credit Card Processing
  • Customisable Branding
  • Customisable Invoices
  • Customisable Reports
  • Customisable Templates
  • Document Management
  • Document Storage
  • Dunning Management
  • Electronic Payments
  • Email Management
  • Estimating
  • Expense Tracking
  • Financial Management
  • Hourly Billing
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Sales Tax Management
  • Tax Calculation
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

View full list of Billing and Invoicing Software

  • 2D Drawing
  • 3D Imaging
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Approval Workflow
  • Audit Trail
  • Bills of Material
  • CRM
  • Cataloguing/Categorisation
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Configuration Management
  • Contact Management
  • Contract/License Management
  • Customisable Branding
  • Customisable Templates
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • ERP
  • Electronic Signature
  • Forecasting
  • Guided Selling
  • Multi-Currency
  • Order Management
  • Pipeline Management
  • Price / Margin Management
  • Price and Cost Calculations
  • Product Configurator
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Data
  • Renewal Management
  • Reporting & Statistics
  • Sales Automation
  • Sales Orders
  • Sales Reports
  • Sales Trend Analysis
  • Self Service Portal
  • Template Management
  • Third Party Integrations
  • Version Control
  • Workflow Management
  • eCommerce Management

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  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Buy Side (Suppliers)
  • CRM
  • Completion Tracking
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Management
  • Contract Drafting
  • Contract Lifecycle Management
  • Contract/License Management
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Extraction
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Full Text Search
  • Government Contracts
  • Lifecycle Management
  • Monitoring
  • Pre-built Templates
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Search/Filter
  • Sell Side (Customers)
  • Specialty Contracts
  • Status Tracking
  • Task Management
  • Team Collaboration
  • Template Management
  • Third Party Integrations
  • Version Control
  • Workflow Management

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  • API
  • Access Controls/Permissions
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  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • CRM
  • Chat/Messaging
  • Compliance Management
  • Configurable Workflow
  • Contact Management
  • Contract/License Management
  • Customisable Branding
  • Customisable Forms
  • Customisable Templates
  • Customizable Fields
  • Data Security
  • Digital Signature
  • Document Analytics
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Invitations & Reminders
  • Email Management
  • File Sharing
  • Forms Management
  • HIPAA Compliant
  • Mobile Signature Capture
  • Multi-Party Signing
  • Progress Tracking
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Secure Data Storage
  • Single Sign On
  • Status Tracking
  • Task Progress Tracking
  • Team Collaboration
  • Template Management
  • Third Party Integrations
  • Version Control
  • Web Forms
  • Workflow Management

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  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Management
  • Customisable Branding
  • Customisable Templates
  • Data Import/Export
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Forms Management
  • Full Text Search
  • Offline Access
  • Optical Character Recognition
  • Projections
  • Reporting & Statistics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Tagging
  • Task Management
  • Template Management
  • Third Party Integrations
  • Version Control
  • Workflow Management

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  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Autofill
  • Barcode / Ticket Scanning
  • CRM
  • Collaboration Tools
  • Conditional Logic
  • Configurable Workflow
  • Customisable Branding
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Capture and Transfer
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • File Storage
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Offline Access
  • Process/Workflow Automation
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Rules-Based Workflow
  • SSL Security
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Template Management
  • Third Party Integrations
  • Version Control
  • Web Forms
  • Workflow Management

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  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Formatting
  • CRM
  • Client Portal
  • Collaboration Tools
  • Configurable Workflow
  • Contact Management
  • Content Library
  • Content Management
  • Contract/License Management
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Data Import/Export
  • Digital Signature
  • Discount Management
  • Document Automation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Knowledge Base Management
  • Pipeline Management
  • Product Catalogue
  • Progress Tracking
  • Project Management
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • RFP Creation
  • RFP Management
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Trend Analysis
  • Task Management
  • Template Management
  • Templates
  • Third Party Integrations
  • Version Control
  • Workflow Management

View full list of Proposal Management Software

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Trail
  • Automated Quoting
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Cataloguing/Categorisation
  • Client Portal
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer History
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Digital Signature
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Estimating
  • Inventory Management
  • Invoice Management
  • Order Management
  • Price / Margin Management
  • Pricing Management
  • Product Catalogue
  • Product Configurator
  • Projections
  • Proposal Generation
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Task Management
  • Template Management
  • Third Party Integrations
  • Workflow Management

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  • CRM
  • Calendar Management
  • Campaign Management
  • Client Management
  • Client/Property Matching
  • Commission Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Data Synchronisation
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Pipeline Management
  • Pipeline Reports
  • Real Time Notifications
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Reports
  • Segmentation
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Workflow Management

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  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Templates
  • Engagement Tracking
  • For Sales Teams/Organizations
  • Goal Management
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Meeting Management
  • Opportunity Management
  • Performance Management
  • Pipeline Management
  • Presentation Tools
  • Prioritisation
  • Proposal Management
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Sales Onboarding & Training
  • Sales Reports
  • Sales Trend Analysis
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Training Management
  • Workflow Management

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  • Call Management
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  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Field Sales Management
  • Forecasting
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Proposal Generation
  • Real Time Data
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

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  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Calendar Management
  • Call Logging
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Customisable Branding
  • Customisable Reports
  • Data Import/Export
  • Document Management
  • Electronic Signature
  • Email Management
  • Email Templates
  • Event Triggered Actions
  • File Sharing
  • Goal Setting / Tracking
  • Interaction Tracking
  • Kanban Board
  • Lead Management
  • Lead Scoring
  • Leaderboards
  • Live Chat
  • Mobile Access
  • Mobile App
  • Process/Workflow Automation
  • Product Catalogue
  • Prospecting Tools
  • Reminders
  • Reporting/Analytics
  • Revenue Management
  • Sales Pipeline Management
  • Search/Filter
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Transfers/Routing

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  • Business Process Automation
  • Calendar Management
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Tracking
  • Configurable Workflow
  • Customisable Dashboard
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Forms Management
  • Graphical Workflow Editor
  • Mobile Access
  • Monitoring
  • No-Code
  • Progress Tracking
  • Project Time Tracking
  • Project Workflow
  • Projections
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Search/Filter
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Workflow Configuration
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PandaDoc Alternatives

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PandaDoc Reviews for UK Users

Read all reviews

Overall rating

4.5/5

Average score

Ease of Use 4.3
Customer Service 4.3
Features 4.2
Value for Money 4.2

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Write a Review!
Jesus P.
Jesus P.
CEO/President
Marketing & Advertising, Self Employed
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
    Unrated
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 18/10/2020

"Jumping From RightSignature to PandaDocs"

Comments: 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.

Alternatives Considered: signNow

Reasons for Choosing PandaDoc: RightSignature was too expensive for API access.

Switched From: RightSignature

Reasons for Switching to PandaDoc: PandaDoc had a free tier.

  • Reviewer Source 
  • Reviewed on 18/10/2020
Cyril C.
CEO
Textiles, 2-10 Employees
Used the Software for: Free Trial
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 22/07/2021

"Insane product versus obsolete pricing"

Comments: Wonderful product discovering, harsh disappointment on the pricing model.

Pros: The visual template editor tool is completely insane; nothing to be compared to other existing SAAS out there. Tested like 7 other tools, really nothing compares.

Cons: The pricing model for the first 2 plans (essential 29$ / business 49$) EXCLUDES THE API ACCESS, that can only be enabled — with extra-charges — with an enterprise plan. The enterprise plan is on-demand quote only, through a useless call with the sale team, and probably very expensive (I did not go through there, not time for useless calls). This is completely insane as of 2021 as it makes Pandadoc both unsuitable for automation workflows in human-sized companies, and inconsistent with its competition and its time. This is 21th century, every SAAS out there has an open API from starter plans, and there's a reason for this : an API is not an "enterprise" nor an "advanced" feature at all; every startup use them be it through code or no-code integrations. This is a pretty ridiculous situation where I love the product, already setup everything working like a charm, want to buy it, but am facing an inconsistent and prohibitive pricing model.

Alternatives Considered: Docupilot and Formstack Documents

Reasons for Switching to PandaDoc: I did not, because of the prohibitive pricing model. I went with Docupilot which has a waaaaaaaaay less curated product, but a decent (and 2021-ready) pricing model

  • Reviewer Source 
  • Reviewed on 22/07/2021
Elaine L.
Director of Information Technology
Individual & Family Services, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    2/10
  • Reviewer Source 
  • Reviewed on 18/03/2021

"Does the job but improvements needed"

Comments: Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features.

Pros: Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.

Cons: No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.

  • Reviewer Source 
  • Reviewed on 18/03/2021
Habibah M.
Habibah M.
Information Technology Support Assistant
Telecommunications, 1,001-5,000 Employees
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 20/05/2021

"Good document editor with e-sign feature"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 20/05/2021
Noorhidayu S.
Noorhidayu S.
Human Resources Executive
Hospital & Health Care, 10,000+ Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 07/06/2021

"PandaDoc works fine"

Pros: The ease of use of the online document generation software is my favorite feature. PandaDoc's is quite intuitive once you learn the basics, thanks to its user-friendly layout. This software does not require substantial user training, which I appreciate as the PandaDoc administrator at my organization. This makes it easy to implement across the firm.

Cons: PandaDoc's price table can be inconvenient because it isn't designed to work as an Excel spreadsheet. Our sales representatives would voice their dissatisfaction with this regularly. In many circumstances, it restricts our capabilities or significantly increases the amount of time and work we must devote to certain documents, such as sales orders.

  • Reviewer Source 
  • Reviewed on 07/06/2021