PandaDoc

4.5 (1,105)
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Create, edit, track, and eSign documents quickly and easily

About PandaDoc

PandaDoc is an all-in-one tool to create, edit, send, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking and error-free proposals, quotes, and contracts with PandaDoc. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live-human support. The average PandaDoc user creates and sends a document in under 4 minutes and sees a 20% increase in closed rates. Join 50,000+ businesses that automate document workflows, speed up the pipeline, and win more deals with PandaDoc!

Pricing starting from:

US$19.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of PandaDoc

Faster docs. Faster deals.
Keep momentum…get your documents out the door fast to keep deals moving with automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.

Don't just engage, make it engaging
Stand out from the crowd with stunning, effective sales documents with custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.

Stay ahead by always knowing where you stand.
Stop flying blind when creating forecasts. Picking which deals to include (or exclude) is easy when you can drill down to the deal level with proposals.

Create Documents in Minutes
Quickly create proposals, quotes, and contracts from pre-built templates, content from marketing, and customer data from your CRM. Gain access to a library of 750+ templates that ready to go.

Momentum happens when your workflow works for you
Centralize communications, streamline the negotiation process, and make revisions in real-time in a single location.

Enjoy Seamless Integrations
Simplify processes and increase efficiencies across your entire organization when you integrate your existing CRM, payment, and file storage apps into a unified workflow. Integrations available with all common CRMs.

Content Management and Organization
Distribute your content by teams, departments, projects, or specific groups of people with our workspaces feature. You can even organize your content by folders or with tags.

Configure Price Quote
Our platform includes robust CPQ functionality. Include dynamic pricing tables inside of your documents and auto calculate discounts, taxes, and margins with little effort.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Countries available

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

Supported Languages

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

Pricing starting from:

US$19.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

PandaDoc Software - Custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.
PandaDoc Software - Automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.
PandaDoc Software - 3
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 - 6
PandaDoc Software - For forecasting, drill down to the deal level with proposals, to pick which deals to include (or exclude).
PandaDoc Software - 8
View 9 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 - Automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.
PandaDoc Software - 3
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 - 6
PandaDoc Software - For forecasting, drill down to the deal level with proposals, to pick which deals to include (or exclude).
PandaDoc Software - 8

Features

Total features of PandaDoc: 136

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automated Quoting
  • Billing & Invoicing
  • Billing Portal
  • Bulk Uploading
  • Business Process Automation
  • CRM
  • Cataloguing/Categorisation
  • Collaboration Tools
  • Completion Tracking
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract Drafting
  • Contract/License Management
  • Customer Database
  • Customisable Branding
  • Customisable Dashboard
  • Customisable Forms
  • Customisable Invoices
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Extraction
  • Data Import/Export
  • Data Security
  • Digital Signature
  • Discount Management
  • Document Analytics
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Engagement Tracking
  • Field Sales Management
  • File Conversion
  • File Management
  • File Sharing
  • File Storage
  • For Sales Teams/Organizations
  • Forecasting
  • Forms Creation & Design
  • Forms Management
  • Full Text Search
  • Guided Selling
  • HIPAA Compliant
  • 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
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pre-built Templates
  • Presentation Tools
  • Price and Cost Calculations
  • Price/Margin Management
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalogue
  • Product Configurator
  • Progress Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Proposal Management
  • Quotes/Estimates
  • RFP Management
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Sales Activity Management
  • Sales Automation
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Data Storage
  • Secure File Viewer
  • Sell Side (Customers)
  • Single Sign On
  • Specialty Contracts
  • Status Tracking
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Team Collaboration
  • Template Management
  • Templates
  • Third-Party Integrations
  • Training Management
  • User Management
  • Version Control
  • Web Forms
  • Workflow Configuration
  • Workflow Management

Alternatives

Conga Document Generation

4.4
#1 Alternative to PandaDoc
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Bidsketch

4.3
#2 Alternative to PandaDoc
Bidsketch proposal software allows businesses to create proposals in minutes using customizable templates and additional...

Docupilot

5.0
#3 Alternative to PandaDoc
Docupilot is an innovative, cloud-based document automation software designed with affordability and usability in mind....

QuoteWerks

4.6
#4 Alternative to PandaDoc
QuoteWerks is a web-based configure price quote (CPQ) software solution which enables companies of all sizes to create,...

Reviews

Overall rating

4.5 /5
(1,105)
Value for Money
4.3/5
Features
4.3/5
Ease of Use
4.4/5
Customer Support
4.3/5

Already have PandaDoc?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 1,105
Hafizah
Hafizah
Overall rating
  • Industry: Telecommunications
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Zoho Notebook is really the best

Reviewed on 02/06/2021

Pros

Using Zoho Notebook on my desktop pc or on my mobile device, I can easily take notes or save my thoughts. Not only written material but also music and pictures can be added to the note. However, the file size is limited. Using a digital notebook to save my notes is more safer than using a real notepad.

Cons

It does not allow an offline setting since it requires constant internet connections to view my notes in the software. If the note may be saved on my desktops as a backup option, it will greatly assist me in recovering my note if I lose internet access. Overall, most of the feature is really useful for me as i really in needs for a good digital notepad

Noorhidayu
Noorhidayu
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

PandaDoc works fine

Reviewed on 07/06/2021

Pros

The ease of use of the online document generation software is my favorite feature. PandaDoc's is quite intuitive once you learn the basics, thanks to its user-friendly layout. This software does not require substantial user training, which I appreciate as the PandaDoc administrator at my organization. This makes it easy to implement across the firm.

Cons

PandaDoc's price table can be inconvenient because it isn't designed to work as an Excel spreadsheet. Our sales representatives would voice their dissatisfaction with this regularly. In many circumstances, it restricts our capabilities or significantly increases the amount of time and work we must devote to certain documents, such as sales orders.

Jacob
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

If you will be processing payments via Stripe, this application is not for you!

Reviewed on 12/01/2023

The tool is easy and intuitive to use and looks flashy on the surface. Pull back the covers a bit...

The tool is easy and intuitive to use and looks flashy on the surface. Pull back the covers a bit and it becomes incredibly apparent that their product designers have not built a strong tool. Integrations that make life more difficult for users should be amended. On top of all that, PandaDoc support is among the worst I've ever encountered.

Pros

Ease of configuration and use. Creating new and amending existing documents is a dream. And the native CRM integrations make managing agreements at the customer level very straight forward.

Cons

The Stripe integration is inherently broken. A paid invoice will invariably result in a net-new customer being created in Stripe (even if the paying party already exists as a customer in your stripe account). This wrecks your stripe analytics and requires manual reconciliation. Worse, when notified of this issue, PandaDoc has stated that "the integration works as expected" and that they have no desire to resolve it. But to get that answer, I had to go through a month long battle with PandaDoc Support to figure out why it was messing up Stripe records.The support team is offshore (managed by a third party outsourcing company) and wildly ineffective. If you expect clear communications about the issues you're reporting and plans for resolution, look elsewhere. Your tickets will sit in unaddressed for weeks on end. When a support rep finally responds, they will likely not respond to the issues you've raised (I've literally had support reps provide guidance to me that was clearly meant to address another customer's challenges as it was entirely unrelated to mine). And only once you escalate to your AE will support finally take you seriously. In an age when we must all do more with less, managing another company's support team is the worst investment you can make.

Prince
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

My outstanding experience with PandaDoc.

Reviewed on 18/02/2024

Pros

It is simple to generate custom proposals,quotes and contracts with PandaDoc.I can easily create,edit, share and manage documents with PandaDoc.It is possible to sign documents electronically with PandaDoc.

Cons

Everything work perfectly with PandaDoc hence I have nothing to complain.

John
Overall rating
  • Industry: Fishery
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Fantastic solution for digitizing your signed documents

Reviewed on 03/12/2023

We've been using Pandadoc for about two years, and it's been a fantastic tool for managing our...

We've been using Pandadoc for about two years, and it's been a fantastic tool for managing our e-sign docs on the cloud. We usually get about a few dozen docs signed every month and it was priced a lot better for that scale. It's also pretty easy to set up and maintain, and rarely causes issues where we have to intervene manually. All in all, I strongly recommend Pandadoc, especially if you're still on paper docs.

Pros

I like how easy it is to get it up and running. We used the document scanning a lot in the beginning to move our standard agreements to the system, and that saved us tons of time from having to draw everything up from scratch. But the template library is also a great addition to save time when you have to create a doc on the system.

Cons

I'd love to have the personalization tokens improved, like having the ability to automatically enter names and titles etc., based on the information of each contact.

Alternatives Considered

Docusign and SignFree

Reasons for Switching to PandaDoc

Pandadoc looked a lot more professional compared to some of the alternatives we evaluated, but it was still priced low enough where we didn't have to go over budget to get all the additional advanced features.
Showing 5 reviews of 1,105 Read all reviews

PandaDoc FAQs

Below are some frequently asked questions for PandaDoc.

PandaDoc offers the following pricing plans:

Essentials: $19/user/month Business: $49/user/month Enterprise: contact PandaDoc sales team.

PandaDoc has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

PandaDoc supports the following languages:

Dutch, English, French, German, Polish, Spanish, Swedish

PandaDoc supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

PandaDoc integrates with the following applications:

Box, Canva, Close, Copper, Dropbox Business, Gmail, Google Drive, HubSpot CRM, Insightly, Make, Microsoft Word, Nimble, Nutshell, PayPal, Pipedrive, QuickBooks Payments, Salesforce Sales Cloud, SalesforceIQ, Salesmate, Slack, Stripe, SugarCRM, Zapier, Zendesk Sell, Zoho CRM, authorize.net, monday.com

PandaDoc offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for PandaDoc.