Best For

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

Product Details

PandaDoc includes unlimited electronic signatures in every subscription, plus a host of other powerful document features, such as a drag-and-drop document builder, out-of-the-box CRM integrations, and advanced document analytics. PandaDocs electronic signatures are legally-binding and don't require any special hardware or software when signing documents.

Contact Details

PandaDoc

http://www.pandadoc.com

Founded in 2013

Located in United States

PandaDoc Pricing Overview

PandaDoc pricing starts at $9.00 per month, per user.There is a free version of PandaDoc.PandaDoc does offer a free trial.

Starting Price

Free Trial

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

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

PandaDoc Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Task Progress Tracking
Billing Portal
Contact Database
Contingency Billing
Customizable Invoices
Dunning Management
Hourly Billing
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator
2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Pricing and Cost Calculations
Product Configurator
Quotes
Renewal Management
Self Service Portal
eCommerce
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
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
Audit trail
Collaboration
Contact Management
Content Library
Document Management
Electronic Signature
Knowledge Base Management
Pipeline Management
RFP Management
Templates
Version Control
Workflow management
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customizable Branding
Discount Management
Pricing Management
Product Configurator
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

PandaDoc Reviews

Showing 5 of 670 reviews
Overall
4.5/5
Ease of Use
4.3/5
Customer Service
4.4/5
Avatar Image
Heather C.
Senior Marketing Communications Manager
Accounting, 501-1000 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
May 11, 2018

“All-around great proposal software and automation tool.”

ProsPandaDoc has allowed us to streamline our proposal process tremendously. Because of the content library, template functions and ease of use, we've been able to double the number of proposals we put out in the same timeframe before implementation. The analytics reporting feature has assisted in increasing our win rates. We can hone in on the areas of our proposals that resonate with our prospects, allowing the follow-up meetings to be more focused - discussing targeted, relevant themes, services and needs. PandaDoc's development team is very open to feedback and ideas on how to improve the platform. It's refreshing to work with a company that takes your input and one-off special requests to not only deliver on those requests for you but roll out these changes across the board for all of their users. Having a say in the process of polishing and tweaking a product to work best for us is a value-added benefit. The various plug-ins for other software, such as CRM systems, is useful for collaboration between departments. The ability to customize the CSS to fit our brand is essential. We can customize templates with designs that fulfill each of our needs. Having multiple workspaces under one account is extremely helpful keeping documents separated for different departments and projects.
ConsThere are a few small issues that we've run into, however, the pros of this software heavily outweigh the cons. PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future. From time to time we will run into small formatting issues due to a glitch in the coding. More often than not, they are isolated to one document. For a couple of issues we ran into, the development team was able to provide a timely fix, and the issues have been non-recurring. In the past few years that we've been using the platform, we have only had three instances where the software was down, two of those instances were for less than an hour. Even with the downtime, we have never missed a deadline to deliver a proposal, even in an industry where RFPs are common.
Reviewer Source 
Source: Capterra
May 11, 2018
Tina B.
CEO - Customer Experience Officer ;-)
Events Services, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5/5
Ease of Use
4/5
Features
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
September 27, 2019

“PandaDoc Accelerates the Sales/Solution Process ”

OverallWe are able to effectively communicate about the pain points we solve for our clients. Being able to insert videos directly into the proposal and tailer each template so it applies for each target audience is a huge benefit. Love the "drag and drop" functionality. Our clients are actually able to comprehend the value of the services we offer when we can send them a proposal that tells a story rather than just lists prices and descriptions for services they don't understand.
ProsRobust features are easy to understand and implement, even for a code-avoider like me!
ConsCan get a little clunky and slow when inserting design items and I often have to exit the program and then restart it to get the formatting to stick.
Reviewer Source 
Source: Capterra
September 27, 2019
Avatar Image
Brendan O.
Sales and Partner Enablement Lead
Information Technology and Services, 51-200 employees
Used the software for: 2+ years
Overall Rating
4/5
Ease of Use
5/5
Features
4/5
Value for Money
4/5
Likelihood to Recommend
7/10
Reviewer Source 
Source: Capterra
December 3, 2019

“Value for a growing sales team, great layers of customization”

OverallOverall experience was very positive, some small nitpicks on the editing of documents. Would recommend to growing sales teams.
ProsGreat experience to use as a sales rep, the pre-set blocks to drop into quotes or invoices made it simple to get documents ready to go. Tracking opens and comments being built in was a great experience, especially sending reminders via the app.
ConsSometimes the mapping to Salesforce was tough to reconcile and formatting text could be cumbersome at times.
Reviewer Source 
Source: Capterra
December 3, 2019
Pierre R.
Sales Manager
Environmental Services, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
4/5
Customer Service
5/5
Features
5/5
Value for Money
4/5
Likelihood to Recommend
8/10
Reviewer Source 
Source: Capterra
October 2, 2019

“Pandadoc feedback from france”

OverallThe product is really good and suitable for a daily basis use. I have still some fears to move from pdf to 100% digital quotes in France because of spam barrier but I know this would open a 50% rise in customer experience with many other possibilities as videos in templates, directly chating with customer inside the doc, all status change...
ProsThe features are very well minded. It is very egronomic and efficient with pipedrive integration. I appreciate the posibilities to get folders, drag and drop, managing many templates with libraries is very useful to set up a new one as easy as a drag and drop. To be honest I would love to be able to use pandadoc using more features included in my package
Consdefinitively the 5 licences as a minimum. This is the second company I implement pandadoc for less users than 5 and I am not happy to pay for nothing. I am not happy with the date format with YYYY/MM/DD. As most of the european people we do use DD/MM/YYYY. So I have to select 2 date fields to get around this format in each document I edits from pipedrive (quotes with date of edition and date of expiration)

Vendor Response

By PandaDoc on October 17, 2019
Hi Pierre, Thanks for the feedback -- I shared your comment about date formatting with the Product Team. As for the concern about spam barriers in France, we have a few solutions for dealing with that while maintaining the digital document experience (along with tracking, etc. for you). 1. You can "white-label" your email delivery address so that documents are sent from your domain. - https://support.pandadoc.com/hc/en-us/articles/360007816574-Whitelabel-your-PandaDoc-delivery-emails) 2. You can generate a direct link for each recipient and email that directly to them. I'd recommend sending the document via PandaDoc first and then generating the document link(s) and sending as a fail-safe. - https://support.pandadoc.com/hc/en-us/articles/360009912654-Share-document-link-with-your-recipients) Hope this helps. Thanks again for taking the time to share your feedback!
Reviewer Source 
Source: Capterra
October 2, 2019
Matthew J.
Event Manager
Entertainment, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
3/5
Ease of Use
3/5
Customer Service
4/5
Features
3/5
Value for Money
5/5
Likelihood to Recommend
5/10
Reviewer Source 
Source: Capterra
August 14, 2019

“Could Be Great With A Few Tweaks”

OverallI am able to send the quantity I need without any additional payments to PandaDoc.
ProsThe annual price is better than other competitors by a long shot. Can also send unlimited documents which is what we need since I send a lot of contracts.
Cons1. The mobile cell phone signing feature is called"In Person Signing" which is not really very clear to the people I send documents to 2. Using an iOS device the mobile signature feature is flawed, many kinks that need to be worked out. Currently it is confusing to people how to actually sign from a cell phone. I put in a fixit request more than a month ago, they are supposedly working on it, but there has not been a fix as of today. 3. The input fields take longer to put in the document and assign to signers than competitors.
Reviewer Source 
Source: Capterra
August 14, 2019