PandaDoc
About PandaDoc
PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs. PandaDoc also provides deal rooms for seamless collaboration, as well as smart content tools to adapt documents to recipient requirements.
The solution also enables users to streamline workflows through approval workflows, workspaces, and automation features, reducing manual tasks and eliminating errors. PandaDoc's tracking and analytics capabilities offer valuable insights into user engagement and document performance. Additionally, it is compliant with industry standards including SOC 2, HIPAA, and GDPR, and provides legally binding electronic signatures, two-factor authentication, and granular permissions for enhanced security and compliance.
Key benefits of PandaDoc
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Reviews
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- Industry: Hospital & Health Care
- Company size: 51–200 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Document E-Signatures and Automation
Reviewed on 13/11/2023
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.
- Industry: Real Estate
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Multifaceted
Reviewed on 17/11/2024
PandaDoc helped me keep clients informed and documents signed in no time.
I was able to drop other...
PandaDoc helped me keep clients informed and documents signed in no time.
I was able to drop other services and save money.
Pros
PandaDoc can be used for e-signature, forms, contacts, notarization, payments and quotes just to name a few. Document templates are the fastest option however the smart editor is also available.
Plans include free, starter, business, and enterprise. When billed annually a discount may be applied to some plans.
There are many possible integrations including essential services and those I only use on occasion. PandaDoc is import-friendly (accepts multiple file types) and works on almost any device.
PandaDoc will notify me when clients have viewed or signed a document and I can even see how long they looked at each page. Sometimes I get a client (buying or selling) who wants the process to be completed very quickly. In those cases, PandaDocs features are helpful. I like that I can set documents up so that clients can check optional lines (or not). I am thankful for the reminder and teamwork capability. I can also select a box to assign to a coworker.
Customer service options include a learning center and chatting with a representative through email or instant messaging.
PandaDoc is secure and legally binding just like a paper document. Contracts are automatically stored once signed.
Cons
I can only call customer service with a subscription to premium support. If this resulted in lower prices I would put it in the pro column, but PandaDoc costs about the same or more.
Reasons for Switching to PandaDoc
PandaDoc offered more features and a large discount for anuual billing.
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Fine for small business
Reviewed on 17/10/2024
We used it to send over contracts for signature. It was very basic but it worked.
We used it to send over contracts for signature. It was very basic but it worked.
Pros
It was fairly easy to use and you can send pretty much any documents for signature.
Cons
It didn't integrate with our system and reps had too much flexibility.
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The best doc app available
Reviewed on 06/12/2024
I really like using it. As a marketer it's an absolute pain when your operations team asks you to...
I really like using it. As a marketer it's an absolute pain when your operations team asks you to help them make their legal or sales documents more pretty. PandaDoc makes my job easier.
Pros
After using Adobe Signature and DocuSign, PandaDoc is just simply better. The analytics, real-time feedback, and templates are fantastic. The UI is also very enjoyable to use.
Cons
It's quite pricey, but it's worth it if you need to send lots of contracts.
- Industry: Financial Services
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
So much better than the big incumbents you'd all think of!
Reviewed on 24/10/2024
Our teams love it. It's really well designed to help us get the right documents built from clear...
Our teams love it. It's really well designed to help us get the right documents built from clear and easy to maintain templates. Smart content is so powerful and they've helped us no end get up and running. Really impressed.
Pros
Robust and well thought through product. Really understood the needs of companies and are well equipped to delight them.
Cons
Reporting needs work. There's a lot of data missing from their reports and it is impossible to identify the difference between documents created in our production environment and our sandbox account. All shows up together.
PandaDoc FAQs
Below are some frequently asked questions for PandaDoc.Q. What type of pricing plans does PandaDoc offer?
PandaDoc offers the following pricing plans:
- Starting from: US$35.00/month
- Pricing model: Subscription
- Free Trial: Available
Q. Who are the typical users of PandaDoc?
PandaDoc has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does PandaDoc support?
PandaDoc supports the following languages:
Dutch, English, French, German, Polish, Spanish, Swedish
Q. Does PandaDoc support mobile devices?
PandaDoc supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does PandaDoc integrate with?
PandaDoc integrates with the following applications:
ActiveCampaign, Authorize.Net Connector, Box, Canva, Close, Copper, Dropbox Business, FreshBooks, Freshsales, Gmail, Google Docs, Google Drive, Google Sheets, Google Workspace, Greenhouse, HubSpot CRM, Insightly, Make, Microsoft Teams, Microsoft Word, Nimble, Nutshell, OneDrive, PayPal, Pipedrive, Pipeliner CRM, QuickBooks Money, Salesforce Sales Cloud, Salesmate, Slack, Square Payroll, Stripe, SugarCRM, Zapier, Zendesk Sell, Zendesk Suite, Zoho CRM, authorize.net, monday.com
Q. What level of support does PandaDoc offer?
PandaDoc offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
Related categories
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