PandaDoc

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
PandaDoc	Score8.5 out of 10	N/A	PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.	$35 per month per seat

Pricing

PandaDoc

Starter: $35
per month per seat
Business: $65
per month per seat
Enterprise: Contact Sales

Pricing Offerings
PandaDoc
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes

Optional

PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial. Up to a 46% discount for annual pricing.

Community Pulse
Key User Insights
	PandaDoc
Considered Both Products	PandaDoc Verified User Chose PandaDoc We've used PandaDoc at previous organizations, and we liked this the best because of how modern it looks and how easy it is to use. Incentivized Helpful? Verified User Chose PandaDoc Our office selected PandaDoc since it was better in terms of saving money. The cost was the most important factor when determining which site to use. Incentivized Helpful? Verified User Chose PandaDoc PandaDoc is a more polished, professional, and 'legitimate' software site than other solutions, since PandaDoc really specializes in creating professional proposals, quotes and invoices. The eSignature capacity and pricing table capacity embedded in the documents as well as … Incentivized Helpful? Christopher Stark Sr Broker in Sales at Advantage Insurance Brokers (Insurance, 1-10 employees) Chose PandaDoc None, we haven't looked outside of PandaDoc in years. Incentivized Helpful? Verified User Chose PandaDoc I think PandaDoc is more modern and has a more user-friendly nature than DocuSign. We preferred Pandadoc because it allowed multiple workspaces, enabling different teams to have varying levels of access. This was incredibly useful, as it meant HR and Legal could only view … Incentivized Helpful? Verified User Chose PandaDoc I find it easier to automate and create templates in PandaDoc. Specifically the templates. Also, connecting through API is easier (our IT team says so, I'm not qualified to evaluate that). Pricing is also something important, when we acquired PandaDoc it was cheaper so we were … Incentivized Helpful? Samuel Robinson Director of Partnerships in Sales at myQuest (E-Learning, 11-50 employees) Chose PandaDoc PandaDoc is a less clunky user experience, not only on the signature process and review, but also on the document creation process. Incentivized Helpful? Phil Goldberg Attorney in Legal at Caring Planner (Legal Services, 1-10 employees) Chose PandaDoc PandaDoc is equal to DocuSign in every significant way except for its level of adoption; however, the pricing of PandaDoc is so much better that it's clearly the best choice for our firm. Incentivized Helpful? Verified User Chose PandaDoc ease of use and simplicity for the customer experience Incentivized Helpful? Thad Eldredge Owner in Corporate at HomeWell Care Services of Salt Lake City (Health, Wellness and Fitness, 11-50 employees) Chose PandaDoc I have just always used PandaDoc and really don't remember the other systems any longer. Incentivized Helpful? Verified User Chose PandaDoc PandaDoc has a simple, integrated eSignature component, which is our primary reason for using it over its competitors. Incentivized Helpful? Verified User Chose PandaDoc We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our … Incentivized Helpful? Jason Frazell Founder at Jason Frazell, LLC (Professional Training & Coaching, 1-10 employees) Chose PandaDoc I found PandaDoc's ease of use to be the superior solution to all of the other software I tried. Incentivized Helpful? Verified User Chose PandaDoc While great, HubSpot Sales Hub creates agreements and collectible payments but is not as UX/UI friendly as PandaDoc. Incentivized Helpful? Verified User Chose PandaDoc PandaDoc and DocuSign are very similar in functionality and design, but I prefer to use PandaDoc's interface. It is so easy to use and I prefer PandaDoc's interface and UI. It feels a little cleaner and a little more professional to me when compared with DocuSign's interface … Incentivized Helpful? Verified User Chose PandaDoc much better. The pricing structures worked a lot better than the other companies because we are a small clinic Incentivized Helpful? Steve Foster Vice President and CFO in Finance and Accounting at NorthStone Country Club, LLC (Recreational Facilities & Services, 51-200 employees) Chose PandaDoc PandaDoc provided similar features and functionality at a better price, but the "tipping point" was integrated e-signatures. Incentivized Helpful? Verified User Chose PandaDoc To be able to block certain fields within templates and contracts, so that the commercial team can negotiate the rest and adapt them but cannot change those purely legal clauses that should not be negotiated or changed without the approval of the legal department. I also find … Incentivized Helpful? Chris Lee Managing Director in Information Technology at Netcare (Information Technology & Services, 11-50 employees) Chose PandaDoc It was easier to set up and use than both of those products. Incentivized Helpful? Verified User Chose PandaDoc We briefly used Proposify, and it had some nice options for creating more ascetically pleasing proposals and contracts. However, it was far more time-consuming, and any gain in asceticism did not outweigh the significant loss in efficiency, simplicity, and reliability of using … Incentivized Helpful? Jasen Herr General Manager in Information Technology at Rango Broadband (Telecommunications, 11-50 employees) Chose PandaDoc There is no comparison. PandaDoc is far superior to any others I've seen. That's why I moved my company over when I saw the were using DocuSign Incentivized Helpful? Daryl Smith Head of Growth - Real Estate in Sales at MadeComfy (Real Estate, 51-200 employees) Chose PandaDoc Conga was difficult to build template contracts and not as simple to set up templates, etc., for our sales contracts as Pandadoc has been (simple drag-and-drop in Pandadoc). The automation and integration between our Salesforce and Conga accounts were not working correctly, so … Incentivized Helpful? Verified User Chose PandaDoc PandaDoc serves its purpose, but I feel it is behind large competitors like DocuSign in managing contracts. Incentivized Helpful? Ashley Mareko Partner and Director in Corporate at SurrogateFirst (Professional Training & Coaching, 11-50 employees) Chose PandaDoc We chose PandaDoc for its ease of use and tools that allow a professional feel. The convenience for our clients to review and sign agreements also helped us make the decision to go with PandaDoc. Incentivized Helpful? Daniel Bussius CEO (Chief Executive Officer) in Marketing at Built by Love Agency (Marketing and Advertising, 1-10 employees) Chose PandaDoc PandaDoc is 1,000% better, hands down. Incentivized Helpful?
	Would buy again
	96% Would buy again 222 Answers
	Delivers good value for the price
	97% Delivers good value for the price 204 Answers
	Happy with the feature set
	96% Happy with the feature set 221 Answers
	Lived up to sales and marketing promises
	97% Lived up to sales and marketing promises 174 Answers
	Implementation went as expected
97% Implementation went as expected 182 Answers

Best Alternatives
	PandaDoc
Small Businesses	BoldSign, by Syncfusion Score10 out of 10
Medium-sized Companies	OneSpan Sign Score9.6 out of 10
Enterprises	DocuSign Score8.7 out of 10
All Alternatives	View all alternatives

User Ratings
	PandaDoc
Likelihood to Recommend	8.5 (329 ratings)
Likelihood to Renew	9.1 (18 ratings)
Usability	8.3 (23 ratings)
Availability	9.1 (4 ratings)
Performance	9.6 (21 ratings)
Support Rating	6.1 (23 ratings)
Implementation Rating	6.3 (4 ratings)
Configurability	2.8 (3 ratings)
Ease of integration	9.0 (20 ratings)
Product Scalability	8.6 (4 ratings)
Vendor post-sale	9.7 (20 ratings)
Vendor pre-sale	6.7 (4 ratings)

User Testimonials
	PandaDoc
Likelihood to Recommend	PandaDoc Best suited for after demonstrations when requested by the prospect when they are looking for pricing with T&C. The data room is also great that acts like a drop box for opportunities and their contacts. Helps share pertinent information with others in the organization. Incentivized Verified User Read full review
Pros	PandaDoc Allows clients to remotely execute documents. Tracks the progress of document execution. Emails clients to remind them to sign documents so we don't have to follow up. Emails us when documents have been fully executed. Provides an easy-to use interface to place signatures, dates, and other information on our forms. Incentivized Phil Goldberg Attorney Read full review
Cons	PandaDoc Sometimes the fillable fields don't automatically map properly and you have to manually adjust. Plan tiers and pricing recently changed, so now we get less value and less features (limited templates, no more pricing tables or invoicing/connected payment) for the same price, which is pricy for a small business. Easier, integrated invoicing as an included feature (so we don't have to use a different software for invoicing/payment collection) would be ideal. You have to upgrade to the Business Plan for this. Incentivized Verified User Read full review
Likelihood to Renew	PandaDoc The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new Incentivized Verified User Read full review
Usability	PandaDoc Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete. Incentivized Carl Thaisen Founder Read full review
Reliability and Availability	PandaDoc We haven't had any real issues regarding downtime as of yet. Incentivized Verified User Read full review
Performance	PandaDoc The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out. Incentivized Verified User Read full review
Support Rating	PandaDoc Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract. Incentivized Melissa Veinotte Registered Storage Designer Read full review
Implementation Rating	PandaDoc Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor. Incentivized Linda Stefani Operations Director Read full review
Alternatives Considered	PandaDoc We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our team an immense amount of time. Incentivized Verified User Read full review
Scalability	PandaDoc It's scalable Incentivized Verified User Read full review
Return on Investment	PandaDoc We have greatly increased the efficiency in which we can get signatures from individuals for documents and increase productivity. We have been able to find older documents very easily. W-9 have been very difficult due to Section 3, but this was addressed with conditional logic Incentivized Verified User Read full review
ScreenShots	PandaDoc Screenshots

PandaDoc

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