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.

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 - PandaDoc Signature options
PandaDoc Software - PandaDoc Dashboard
PandaDoc Software - PandaDoc Document recipients
PandaDoc Software - PandaDoc Document updates
PandaDoc Software - PandaDoc Drag-and-drop files
View 6 more
PandaDoc video
PandaDoc Software - PandaDoc Signature options
PandaDoc Software - PandaDoc Dashboard
PandaDoc Software - PandaDoc Document recipients
PandaDoc Software - PandaDoc Document updates
PandaDoc Software - PandaDoc Drag-and-drop files

Features of PandaDoc

  • Access Controls/Permissions
  • Accounting Integration
  • 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
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Digital Signature Software
  • Discount Management
  • Document Capture
  • Document Classification
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • File Conversion
  • File Sharing Software
  • File Storage
  • For Sales Teams/Organizations
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Invoice Creation
  • Invoice History
  • Knowledge Base Management
  • Mobile Access
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Party Signing
  • Online Invoicing
  • Online Payments
  • Payment Processing Software
  • Pre-built Templates
  • Price and Cost Calculations
  • Price/Margin Management
  • 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
  • Workflow Configuration
  • Workflow Management Software

Alternatives to PandaDoc

Start a FREE TRIAL and join 25K orgs that use our no-code form builder to automate critical workflows. Plans start at $50/month.
Oneflow transforms the outdated contract process into a wonderfully connected pre-sign, sign, and post-sign digital experience.
Concord is the simplest way to collaborate on, sign, manage, and store agreements.
Dropbox Sign is the way to sign and request signatures securely online. Millions trust us with their most important agreements.
Cloud-based solution that provides graphic designing through video and film editing, online sharing, audio recording and more.
Survey builder application that allows one to create customizable forms that could be shared among sample using a web URL.
ContractWorks is easy-to-use contract management software with quick implementation, low, transparent pricing, and 24/7 support.
Free online form builder with advanced capabilities that are sophisticated enough for developers, yet simple enough for novices.
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
4.3
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
Vinay K
Vinay K
Vice President in India
Verified LinkedIn User
Education Management, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Robust and User Enabling Document Management Solution

5.0 4 weeks ago New

Comments: We improved our order to cash cycle using the e-signing function since the delivery of the invoice is now instant instead of the 2-3 days taken for the physical invoices. We can also track the status of various documents using the dashboard and the workflow management.

Pros:

Intuitive User interface and easy to get started with, clean dashboard with everything neatly organised and accessible. Really love the signature function and the analytics available.

Cons:

The mobile app could be a bit more user-friendly.

Sudais
IT Consultant in Nigeria
Computer Software, Self Employed
Used the Software for: 1+ year
Reviewer Source

Efficient Document Management with Advanced Features - My Experience with PandaDoc

5.0 last month New

Comments: Overall, my experience with PandaDoc has been positive. The software has helped streamline our document creation and sharing process, and its user-friendly interface has made it easy for our team to adopt. Additionally, the software's integration with other business tools has been incredibly useful in enhancing our workflow efficiency. While there have been some occasional technical issues, the PandaDoc support team has always been prompt and helpful in resolving them.

Pros:

User-friendly interface and intuitive designAdvanced document creation and editing toolsFlexible document storage and sharing optionsSeamless integration with other business softwareMobile app available for on-the-go document managementStrong customer support and training resources

Cons:

Pricing can be high for some business needs and budgetsLimited design customization options for documentsOccasional glitches or technical issuesSome users may find the learning curve for advanced features steepThe mobile app has limited functionality compared to the web platform

Alternatives Considered: signNow and DocuSign

Reasons for Switching to PandaDoc: I chose PandaDoc over the alternative products because it provided a user-friendly platform that offered a variety of features, including e-signature, document storage, and customization options. PandaDoc also provided excellent customer support, which was a critical factor in my decision-making process. The pricing was also reasonable and aligned with my budget, making it a cost-effective solution for my business needs. Overall, I found that PandaDoc met all my requirements and offered the best value for money compared to the other products I considered.

Charlotte
COO in Sweden
Real Estate, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Pandadocs review

3.0 last month New

Comments: It is OK, not super intuitive, but it works - even though it takes some manual adjustments for the quote to come out nicely.

Pros:

It is quite easy to create a quote, based on the template that we have set up. The digital signature is good as well.

Cons:

The format is quite square, and it is bit hard to duplicate and move things to have it the way you would like to look. Sending multiple links to different people is a bit annoying as well. We had a previous integration that worked quite well. We now have an integration with Salesforce that's not as seamless, Pandadocs is not icking up clinet name, deal number etc, and it all has to go in manually.

Abhijeet
President in US
Information Technology & Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Cost Effective Yet Feature Rich

5.0 4 months ago

Comments: PandaDoc helps us with Contract management and has eliminated the hassle of dealing with paperwork. This saves us time and is easy to manage with template creation. Also helpful for filling out common forms like W-9, Card authorization Form, etc.

Pros:

PandaDoc has all features of other Digital signature products yet is priced much lower. Comes with unlimited documents for signature in a year (unlike other products that cap the total number of documents). Also offers a referral / Partnership program.

Cons:

Only has sales specific tools - perfect for startups and small businesses but could be missing features for mature businesses that have departments other than sales.

Alternatives Considered: Adobe Acrobat Sign and DocuSign

Reasons for Choosing PandaDoc: Cost

Switched From: DocuSign

Reasons for Switching to PandaDoc: Cost and unlimited documents available for signature

Adam
Adam
Chief Information Technology in US
Verified LinkedIn User
Information Technology & Services, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

PandaDoc, excellent integration for digital signatures

5.0 2 months ago

Comments: Unlike other electronic signature software, pandadoc has a variety of predesigned templates that can be used immediately, on its website it has a help center with several articles and tutorials on how to use its tools, something that could stand out is the integration that you have with other applications such as slack, Monday.com, Google workspace and Salesforce, PayPal, among others.

Pros:

I like pandadoc Since it is easy to use it is not a complex or confusing application, I have used it to create send and sign electronic documents, what I like about pandadoc is that I can follow up and see a detailed analysis of the documents, it is Useful to automate the creation of signature of the documents. PandaDoc is one of the software I've tried that integrates better with other applications I use constantly with Microsoft Word and Google docs.

Cons:

Some things that it has to improve is the customization of its predefined templates, details like color and order.