15 years helping Canadian businesses
choose better software

What Is PandaDoc?

PandaDoc is an all-in-one tool to create, edit, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking proposals, quotes, and contracts. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live support. Our average user creates a document in under 4 min and sees a 20% increase in closed rates. 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.

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

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

Alternatives to PandaDoc

Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and smart integrations.
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.
A comprehensive solution for business documents. MSB supports the entire document lifecycle process.
Adobe Creative Cloud is a suite of creative software and services including design, photography, video, and web development tools.
Legally binding electronic signatures at work, at home or on the go.
Create beautiful proposals without fighting software or digging through old files. Spend more time on clients, less time on proposals.
Create, edit, convert, sign, and combine documents with Adobe’s all-in-one PDF and e-signature solution.

Reviews of PandaDoc

Average score

Overall
4.5
Ease of Use
4.4
Customer Service
4.3
Features
4.3
Value for Money
4.2

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Pedro
Pedro
Marketing & Growth Ops in Portugal
Verified LinkedIn User
Financial Services Software, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Best tool to e-Sign

5.0 2 months ago New

Comments: Very good! And the integrations and automations it provides are awesome

Pros:

We use Pandadoc to close our final contracts with clients.This tool checks everything we want: - Send automated pandadocs via API; - See if the client opened the contract or when they sign and build automations around that- Send follow up reminders And of course, direct integration with Hubspot and Apis

Cons:

The api could be easier to use. There are some things we can't do with the integration of hubspot and we need to use the API for that.

Atour
Analyst in US
Research, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

It seems that there is outstanding involvement and eagerness to collaborate with clients.

5.0 3 weeks ago New

Comments: We streamlined the user experience and expedited our document signing procedure by using this tool.

Pros:

With the tool, I can easily create contracts and proposals that are consistent with our company's image. It also looks highly professional without having to pay a steep fee to have someone else handle it for me.

Cons:

PandaDoc does a lot of things really well, therefore it's difficult to criticize it. It's not always a PandaDoc problem when consumers experience difficulties opening documents.

Alternatives Considered: Adobe Acrobat Sign

Reasons for Choosing PandaDoc: When creating proposals, there are a few UI bugs.

Switched From: Proposify

Reasons for Switching to PandaDoc: More capability is available in PandaDoc's premium versions.

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.

Craig
Owner in US
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

PandaDoc Provides Certified E-Signatures

5.0 2 weeks ago New

Comments: Overall, PandaDoc is great for our purposes of getting e-signatures in a secure environment along with a certified copy of the transaction

Pros:

1. Easy to set up and use 2. Audit trail is automatically created 3. Documents go to each person in order automatically

Cons:

Not many downsides here - the only issue I have (and it is personally) with the free version you cannot attach multiple files - so I am either forced to combine my documents or send 2 or more separate mails

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 2 weeks ago New

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.