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 23,000 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

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

See pricing plans

PandaDoc has a free version and offers a free trial.


Pricing Details

Free eSign: free Essentials: $19/user/month Business: $49/user/month Enterprise: contact PandaDoc sales team. View our pricing here: https://www.pandadoc.com/pricing/

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

View full list of Contract Management Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • 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

View full list of Document Management Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • 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 Catalog
  • 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 Catalog
  • 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

View full list of Quoting Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Campaign Management
  • Collaboration Tools
  • 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 Analytics
  • 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

View full list of Sales Enablement Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • 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

View full list of Sales Force Automation Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • 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
  • Workflow Management

View full list of Workflow Management Software

PandaDoc Alternatives - Capterra New Zealand 2021

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PandaDoc Reviews

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

Review software

Share your experiences with other software buyers.

Write a Review!
Jesus P.
CEO/President
Marketing & Advertising, Self Employed
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    Unrated
  • Value for Money
    5 /5
  • 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.

  • Reviewer Source 
  • Reviewed on 18/10/2020
Kalie L.
Financial Controller
Information Technology & Services, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support
    Unrated
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 23/08/2019

"Newer to the product, BUT LOVE IT!"

Comments: We have cut down the amount of time it takes to get signed legal documentation from customers which allows us to begin work on projects much sooner! Also, housing all documents in one place allows for ease of access should we need to find a specific document.

Pros: With software development being our field of specialty, we have many documents that we need our customers to read over and sign. The location to a printer for some was easy, but for others, it would take so long for them to print out the number of documents, sign them, scan them and send them back to our team in which they would live in a random folder in our drive. Using PandaDoc allows us to create templates for each of our legal documents and send them directly to the signer in which they can click a few buttons and send it back over to us and everything is housed neatly together in folders.

Cons: It does get a little pricey the more users you add, but if you only have one person that needs to access the information it is well worth it.

  • Reviewer Source 
  • Reviewed on 23/08/2019
Phil P.
Managing Director
Marketing & Advertising, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    5 /5
  • Customer Support
    3 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 12/03/2021

"Our favorite e-signature and proposal building platform"

Comments: Our company loves using PandaDoc to impress our clients with great proposals in a fast and effective manner. We will continue to license the product moving forward.

Pros: PandaDoc makes it very easy to create and templatize amazing looking proposals. The technology has helped us scale our business. It is way more than just an e-signature platform!

Cons: There really are no major cons here. As a SaaS company, at times it is hard to get a member of PandaDoc's support team on the phone, but their library of best practices is helpful.

  • Reviewer Source 
  • Reviewed on 12/03/2021
Elaine L.
Director of Information Technology
Individual & Family Services, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    2 /5
  • Ease of Use
    2 /5
  • Features & Functionality
    3 /5
  • Customer Support
    4 /5
  • Value for Money
    3 /5
  • 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
Paul S.
VP Sales
Events Services, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 28/01/2021

"Panda Doc Review"

Comments: Enjoy using Panda Doc, only wish it had the profit/margin visibility on a line item basis. Other than that we have been very satisfied.

Pros: Flexibility in templates and budgets - real time visibility of document tracking and DocuSign. Love the APP and that I can access proposals from anywhere.

Cons: No visibility on profit/margin %s on a line item / Individual SKU basis - only on the bottom line cost. Poor design

  • Reviewer Source 
  • Reviewed on 28/01/2021