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What Is PandaDoc?

PandaDoc® is a centralized hub that helps you organize and share resources, collaborate with buyers and stakeholders, negotiate and complete deals all within personalized deal rooms. Win more deals with unlimited eSignatures, reusable templates, engagement tracking, HubSpot integration, and 24/7 live human support. Join 50,000+ businesses that automate document workflows, speed up the pipeline, and win more deals!

Who Uses PandaDoc?

PandaDoc serves organizations ranging from mid-size to enterprises. We help sales, marketing, CS, and HR teams better manage proposals, quotes, and contracts.

Where can PandaDoc be deployed?

Cloud-based
On-premise

About the vendor

  • PandaDoc
  • Located in San Francisco, US
  • Founded in 2013

PandaDoc support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

American Samoa, Australia, Austria, Belgium, British Virgin Islands and 36 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

PandaDoc support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

American Samoa, Australia, Austria, Belgium, British Virgin Islands and 36 others

Languages

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

PandaDoc videos and images

PandaDoc Software - Custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.
PandaDoc Software - Document analytics displays what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.
PandaDoc Software - Legally binding eSignatures
PandaDoc Software - For forecasting, drill down to the deal level with proposals, to pick which deals to include (or exclude).
PandaDoc Software - Automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.
View 6 more
PandaDoc video
PandaDoc Software - Custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.
PandaDoc Software - Document analytics displays what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.
PandaDoc Software - Legally binding eSignatures
PandaDoc Software - For forecasting, drill down to the deal level with proposals, to pick which deals to include (or exclude).
PandaDoc Software - Automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.

Features of PandaDoc

  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Authentication Software
  • Automated Quoting
  • Billing & Invoicing
  • Bulk Uploading
  • Business Process Automation
  • CRM Software
  • Collaboration Tools
  • Compliance Tracking
  • Contact Database
  • Contact Management Software
  • Content Library
  • Contract/License Management
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Discount Management
  • Document Capture
  • Document Classification
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • File Conversion
  • File Sharing Software
  • File Storage
  • Forecasting
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Guided Selling
  • Invoice Processing
  • Knowledge Base Management
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Currency
  • Multi-Party Signing
  • Opportunity Management
  • Payment Processing Software
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pre-built Templates
  • Price and Cost Calculations
  • Pricing Management
  • Product Configurator Software
  • Progress Tracking
  • Proposal Generation
  • Quotes/Estimates
  • RFP Management
  • Real-Time Data
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Activity Management
  • Search/Filter
  • Secure File Viewer
  • Task Management Software
  • Tax Calculation
  • Team Collaboration
  • Template Management
  • Templates
  • Third-Party Integrations
  • User Management
  • Version Control
  • Workflow Configuration
  • Workflow Management Software

Alternatives to PandaDoc

Adobe Acrobat Sign lets users send, sign, approve and manage documents with trusted, legal electronic signatures.
Docusign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence
Proposify's the proposal software that gives you control and visibility into the most important stage of your sales process. The close.
QuoteWerks is an easy-to-use quoting and proposal solution enabling companies of all sizes to streamline their sales process.
Oneflow transforms the outdated contract process into a wonderfully connected pre-sign, sign, and post-sign digital experience.
Winner "Editor's Choice" award. Automate contract generation, approvals, reports with suppliers and customers. Trusted by 3+ M users.
QorusDocs is AI-powered proposal management software that personalizes creation of compelling pitches, pursuits and RFP responses.
QuickBooks Online is a small business accounting software and app that allows you to manage your business anywhere, anytime.
Start a FREE TRIAL and automatically generate documents from data + deliver them wherever you want. Plans start at $92/month.

Reviews of PandaDoc

Average score

Overall
4.5
Ease of Use
4.4
Customer Service
4.3
Features
4.3
Value for Money
4.3

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Rakesk
Rakesk
Data Entry Specialist in US
Verified LinkedIn User
Marketing & Advertising, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Functional Authentication and very Secure Platform.

5.0 4 weeks ago New

Comments: Helpful and easy file sharing and the access control and also the report production using the system is easy and great SSL Security options.

Pros:

Data easy management through its secure environment is amazing and effective document management Package. Creating valuable and real time data analytics and easy collaboration through the product is impressive.

Cons:

No dislike for the documentation solution and on the first implementation it was very easy operation.

Jamie
Head of Growth in UK
Computer Software, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

The best for multi-signature contracts

5.0 2 weeks ago New

Comments: Overall PandaDoc saves us several hours a week creating detailed contracts; it integrates with our entire sales tech stack and I can’t recommend it enough.

Pros:

Panda doc is super easy to set up and customise. The template creation process is also simple and they have lots of ready-to-use templates too. It makes getting signatures from multiple stakeholders easy and the integrations we’ve set up mean we can very quickly generate contracts from our Deals in Pipedrive

Cons:

I’ve not seen anything I don’t like or any limitations of PandaDoc compared to other digital signature/document management tools I’ve used.

Alternatives Considered: Adobe Acrobat Sign and Docusign

Reasons for Switching to PandaDoc: Partly cost and partly because of recommendations from peers.

Elaine
Director of Information Technology in US
Individual & Family Services, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Does the job but improvements needed

2.0 3 years ago

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.

Lucien
VP of GTM in UK
Information Technology & Services, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

PandaDoc is a visually appealing and powerful tool enabling sales teams

5.0 2 weeks ago New

Comments: PandaDoc was a fantastic addition to our tech stack after a pretty poor experience with Docusign. It is a must have tool for dynamic sales teams that want to make their contracts far more powerful and visually appealing to customers.

Pros:

PandaDoc enables you to create visually appealing beautiful contracts that make a huge difference when it comes to signing. Previously, we used Docusign and the contracts were incredibly boring and now compelling. With Panda, we have beautiful images that enhance the experience and increase the close rate. The integration with Hubspot is fantastic and the workflow automation is powerful. The ability to create templates has saved countless hours and can easily be adapted without needing prior training.

Cons:

The challenge with PandaDocs is the limitations not having a native integration with Hubspot. Ideally, you want to have a contract tool built by the CRM but in this case, it relies on an API which does have certain limitations.

Jorge
Jorge
HR Manager in US
Verified LinkedIn User
Hospital & Health Care, 51–200 Employees
Used the Software for: Free Trial
Reviewer Source

Document E-Signatures and Automation

4.0 6 months ago

Pros:

The ease of setting up template forms for multiple use was great

Cons:

It can improve in logic conditional format to set up each form better for the user to complete only necessary fields when another question was answered a specific way.