Who Uses This Software?

PandaDoc serves businesses ranging in size from SMB to Enterprise. We specialize in helping sales teams accelerate deals from propose to close.

Average Ratings

669 reviews
  • Overall 4.5/5
  • Ease of Use 4.3/5
  • Customer Service 4.4/5
  • Features 4.2/5
  • Value for Money 4.3/5

Product Details

  • Starting Price US$9.00/month
    See pricing details
  • Free Version Yes
  • Free Trial Yes, get a free trial
  • Deployment Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support 24/7 (Live Rep)
    Business Hours
    Online

Vendor Details

  • PandaDoc
  • http://www.pandadoc.com
  • Founded 2013

About PandaDoc

PandaDoc is the complete digital document solution, designed to accelerate deals from propose to close. Create, send, track, and eSign documents -- all from one intuitive and easy-to-use platform. Supercharge your CRM with our PandaDoc integrations.

PandaDoc is an ideal platform for managing organizational documents including proposals, quotes, contracts, HR documents, and more. Create media-rich documents with a single click. Access completed documents from inside the platform at any time.

PandaDoc Features

  • Billing Portal
  • Contact Database
  • Contingency Billing
  • Customisable Invoices
  • Dunning Management
  • Hourly Billing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Recurring/Subscription Billing
  • Tax Calculator
  • 2D Drawing
  • 3D Modeling
  • Approval Workflow
  • Guided Selling
  • Pricing and Cost Calculations
  • Product Configurator
  • Quotes
  • Renewal Management
  • Self Service Portal
  • eCommerce
  • Buy Side (Suppliers)
  • Completion Tracking
  • Compliance Tracking
  • Contract Lifecycle Management
  • Electronic Signature
  • Full Text Search
  • Government Contracts
  • Pre-built Templates
  • Sell Side (Customers)
  • Specialty Contracts
  • Version Control
  • Workflow Management
  • Audit Trail
  • Authentication
  • Auto Reminders
  • Customisable Templates
  • Document Analytics
  • Mobile Signature
  • Multi-Party Signing
  • Task Progress Tracking
  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Audit trail
  • Collaboration
  • Contact Management
  • Content Library
  • Document Management
  • Electronic Signature
  • Knowledge Base Management
  • Pipeline Management
  • RFP Management
  • Templates
  • Version Control
  • Workflow management
  • Automated Quoting
  • Catalog Management
  • Client Portal
  • Contact Management
  • Customisable Branding
  • Discount Management
  • Pricing Management
  • Product Configurator
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management
  • Access Controls/Permissions
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Customisable Dashboard
  • Document Management
  • Forms Management
  • Graphical Workflow Editor
  • Mobile Access
  • No-Code
  • Task Management
  • Third Party Integrations
  • Workflow Configuration

PandaDoc Most Helpful Reviews

All-around great proposal software and automation tool.

Reviewed on 11/05/2018
Heather C.
Senior Marketing Communications Manager
Accounting, 501-1,000 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5/5
Ease of Use
4/5
Features & Functionality
5/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: PandaDoc has allowed us to streamline our proposal process tremendously. Because of the content library, template functions and ease of use, we've been able to double the number of proposals we put out in the same timeframe before implementation.
The analytics reporting feature has assisted in increasing our win rates. We can hone in on the areas of our proposals that resonate with our prospects, allowing the follow-up meetings to be more focused - discussing targeted, relevant themes, services and needs.
PandaDoc's development team is very open to feedback and ideas on how to improve the platform. It's refreshing to work with a company that takes your input and one-off special requests to not only deliver on those requests for you but roll out these changes across the board for all of their users. Having a say in the process of polishing and tweaking a product to work best for us is a value-added benefit.
The various plug-ins for other software, such as CRM systems, is useful for collaboration between departments.
The ability to customize the CSS to fit our brand is essential. We can customize templates with designs that fulfill each of our needs.
Having multiple workspaces under one account is extremely helpful keeping documents separated for different departments and projects.

Cons: There are a few small issues that we've run into, however, the pros of this software heavily outweigh the cons. PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future.
From time to time we will run into small formatting issues due to a glitch in the coding. More often than not, they are isolated to one document. For a couple of issues we ran into, the development team was able to provide a timely fix, and the issues have been non-recurring.
In the past few years that we've been using the platform, we have only had three instances where the software was down, two of those instances were for less than an hour. Even with the downtime, we have never missed a deadline to deliver a proposal, even in an industry where RFPs are common.

PandaDoc Accelerates the Sales/Solution Process

Reviewed on 27/09/2019
Tina B.
CEO - Customer Experience Officer ;-)
Events Services, 13-50 Employees
Used the Software for: 1+ year
Reviewer Source 
5/5
Overall
4/5
Ease of Use
5/5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: We are able to effectively communicate about the pain points we solve for our clients. Being able to insert videos directly into the proposal and tailer each template so it applies for each target audience is a huge benefit. Love the "drag and drop" functionality. Our clients are actually able to comprehend the value of the services we offer when we can send them a proposal that tells a story rather than just lists prices and descriptions for services they don't understand.

Pros: Robust features are easy to understand and implement, even for a code-avoider like me!

Cons: Can get a little clunky and slow when inserting design items and I often have to exit the program and then restart it to get the formatting to stick.

Value for a growing sales team, great layers of customization

Reviewed on 3/12/2019
Brendan O.
Sales and Partner Enablement Lead
Information Technology & Services, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
5/5
Ease of Use
4/5
Features & Functionality
Customer Support
4/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Overall experience was very positive, some small nitpicks on the editing of documents. Would recommend to growing sales teams.

Pros: Great experience to use as a sales rep, the pre-set blocks to drop into quotes or invoices made it simple to get documents ready to go. Tracking opens and comments being built in was a great experience, especially sending reminders via the app.

Cons: Sometimes the mapping to Salesforce was tough to reconcile and formatting text could be cumbersome at times.

Pandadoc feedback from france

Reviewed on 2/10/2019
Pierre R.
Sales Manager
Environmental Services, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
4/5
Ease of Use
5/5
Features & Functionality
5/5
Customer Support
4/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: The product is really good and suitable for a daily basis use. I have still some fears to move from pdf to 100% digital quotes in France because of spam barrier but I know this would open a 50% rise in customer experience with many other possibilities as videos in templates, directly chating with customer inside the doc, all status change...

Pros: The features are very well minded. It is very egronomic and efficient with pipedrive integration.
I appreciate the posibilities to get folders, drag and drop, managing many templates with libraries is very useful to set up a new one as easy as a drag and drop. To be honest I would love to be able to use pandadoc using more features included in my package

Cons: definitively the 5 licences as a minimum. This is the second company I implement pandadoc for less users than 5 and I am not happy to pay for nothing.
I am not happy with the date format with YYYY/MM/DD. As most of the european people we do use DD/MM/YYYY. So I have to select 2 date fields to get around this format in each document I edits from pipedrive (quotes with date of edition and date of expiration)

Vendor Response

by PandaDoc on 17/10/2019

Hi Pierre,

Thanks for the feedback -- I shared your comment about date formatting with the Product Team.

As for the concern about spam barriers in France, we have a few solutions for dealing with that while maintaining the digital document experience (along with tracking, etc. for you).

1. You can "white-label" your email delivery address so that documents are sent from your domain.

- https://support.pandadoc.com/hc/en-us/articles/360007816574-Whitelabel-your-PandaDoc-delivery-emails)

2. You can generate a direct link for each recipient and email that directly to them. I'd recommend sending the document via PandaDoc first and then generating the document link(s) and sending as a fail-safe.

- https://support.pandadoc.com/hc/en-us/articles/360009912654-Share-document-link-with-your-recipients)

Hope this helps. Thanks again for taking the time to share your feedback!

Could Be Great With A Few Tweaks

Reviewed on 14/08/2019
Matthew J.
Event Manager
Entertainment, 2-10 Employees
Used the Software for: 1-5 months
Reviewer Source 
3/5
Overall
3/5
Ease of Use
3/5
Features & Functionality
4/5
Customer Support
5/5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: I am able to send the quantity I need without any additional payments to PandaDoc.

Pros: The annual price is better than other competitors by a long shot. Can also send unlimited documents which is what we need since I send a lot of contracts.

Cons: 1. The mobile cell phone signing feature is called"In Person Signing" which is not really very clear to the people I send documents to 2. Using an iOS device the mobile signature feature is flawed, many kinks that need to be worked out. Currently it is confusing to people how to actually sign from a cell phone. I put in a fixit request more than a month ago, they are supposedly working on it, but there has not been a fix as of today. 3. The input fields take longer to put in the document and assign to signers than competitors.

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