Who Uses PandaDoc?

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

What Is PandaDoc?

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

Over 18,000 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

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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

Free Version

Yes

Free Trial

PandaDoc deployment and support

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online

Deployment

  • Cloud, SaaS, Web
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

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

View full list of Billing and Invoicing Software

  • 2D Drawing
  • 3D Modeling
  • Approval Workflow
  • Guided Selling
  • Pricing and Cost Calculations
  • Product Configurator
  • Quotes
  • Renewal Management
  • Self Service Portal
  • eCommerce

View full list of CPQ Software

  • 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

View full list of Contract Management Software

  • Audit Trail
  • Authentication
  • Auto Reminders
  • Customisable Templates
  • Document Analytics
  • Mobile Signature
  • Multi-Party Signing
  • Task Progress Tracking

View full list of Digital Signature Software

  • 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

View full list of Document Management Software

  • Audit trail
  • Collaboration
  • Contact Management
  • Content Library
  • Document Management
  • Electronic Signature
  • Knowledge Base Management
  • Pipeline Management
  • RFP Management
  • Templates
  • Version Control
  • Workflow management

View full list of Proposal Management Software

  • Automated Quoting
  • Catalog Management
  • Client Portal
  • Contact Management
  • Customisable Branding
  • Discount Management
  • Pricing Management
  • Product Configurator

View full list of Quoting Software

  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management

View full list of Sales Enablement Software

  • 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

View full list of Workflow Management Software

PandaDoc Alternatives

More PandaDoc alternatives

PandaDoc Reviews

Read all reviews

Overall rating

4.5/5

Average score

Ease of Use 4.3
Customer Service 4.4
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
Verified Reviewer
Owner & Principal Consultant
Marketing & Advertising, Self Employed
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    4 /5
  • Value for Money
    4 /5
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 15/08/2019

"After six months of using Pandadoc"

Comments: I use Pandadoc for proposals and contract agreements for my Marketing consulting business. It allows clients to sign electronically and it notifies me when they have viewed the proposal which helps me track how engaged they are.

Pros: I like that Pandadoc notifies me when prospects view my proposals and it allows them to easily sign electronically without scanning and printing. I like that it gives me the ability to propose a pick list for clients and they can select which package or which services and it will automatically total them.

Cons: I can't clone whole pages, just content chunks. And I can't move entire pages, just content chunks. This is annoying. I find that a bit clunky. I also have not liked the visual aspect as much as designing on my own, and it hasn't let me compose in Landscape mode, so I have instead been designing my own proposal slides in InDesign and then when the client is ready to sign I just copy/paste them as images into an agreement. This is creating some double work for me, which is annoying and part of the reason I wanted a software in the first place was to minimize time spent on proposals.

  • Reviewer Source 
  • Reviewed on 15/08/2019
Ted B.
President
Education Management, 11-50 Employees
Used the Software for: 1-5 months
  • Overall Rating
    2 /5
  • Ease of Use
    1 /5
  • Features & Functionality
    1 /5
  • Customer Support
    3 /5
  • Value for Money
    2 /5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Reviewed on 11/08/2016

"Has some big shortcomings"

Comments: I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't write a bad review, but this is more of a warning to others so they don't get surprised like I did.

Pros: Cool name.

Cons: #1. No text wrapping in fields. If you put a field on a form and someone types past the end of the field, it does not wrap text. It also does not tell them they hit the character limit. So what happens? Anything extra is lost with no way to retrieve it. Quote from support "Unfortunately this is a known issue. At this time there is no way to retrieve any information in these situations. " Yes, in 2016, a software company creating fillable fields is not capable of wrapping text or telling a user they are at the limit. #2 No batch sending. Want to send the same document to 20 people to complete individually? You have to manually add all 20 contacts, then manually send each one of them an individual form that requires an 8 step process. That's 160 steps to send 20 people the exact same form. #3 No way to identify required fields. Creating a doc with lots of fields with a mix of required and not required? There is no way to differentiate them visually. To check your work you must click on each field and see if the box is checked for it to be required. Nightmare of epic proportions.

Vendor Response

by PandaDoc on 30/03/2020

Hi there!

I realize this response is long overdue, so first and foremost thank you for your honest feedback. Although this is our first public response, I can assure you that our team took your comments into account.

The truth is that we are not the company or the product that you once knew.

Since 2016, we have introduced a brand new editor built on user feedback like yours, equipped with overall better performance as well as features that you mentioned such as bulk send and required fields.

If you're still in the market for document automation software, drop us a line and our team would be happy to show you Editor 2.0.

We hope to have the opportunity to work with you again, and I sincerely apologize for your previous experience with us.

  • Reviewer Source 
  • Reviewed on 11/08/2016
Serena G.
Administrative Specialist III
Nonprofit Organisation Management, 11-50 Employees
Used the Software for: 6-12 months
  • 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 21/09/2020

"PandaDoc is a Good Alternative"

Comments: PandaDoc is simple to use with an easy learning curve. If you've ever used e-signature software before, it should be easy to switch to PandaDoc.

Pros: The pricing was excellent and it had most all the features we were looking for. The support is real time and very helpful.

Cons: One of the features we had selected didn't make it to our system.

  • Reviewer Source 
  • Reviewed on 21/09/2020
Wilber C.
Owner
Marketing & Advertising, 2-10 Employees
Used the Software for: 2+ years
  • 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 8/05/2020

"My Only and Go to Proposal Platform"

Comments: I have been using PandaDoc for more than 3 years and I haven't been able to find anything like it.

Pros: What I love about this platform is the functionality and how it allows you to charge your client. It makes it very easy for your client to sign and pay right there and there.

Cons: I don't like the fact that you have to send reminders, manually.

  • Reviewer Source 
  • Reviewed on 8/05/2020