Overview
What is PandaDoc?
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.
PandaDocs improves Sales workflow
Excellent App to Digital Sign
Exeding expectations. Life is easier this way
PandaDoc - One of the best e-Sign software you can trust upon.
I love fuzzy pandas
Panda Doc is great
Panda doc makes it easier to sign on new clients abroad quickly with …
PandaDoc has been a Game Changer for Our Company!
PandaDoc is a must have for all business types.
Saves time
Great tool for Signature and more than you expected
PandaDoc is Great for sending your quotes!
Good Enough, But UI Needs Work
A simple but efficient way to make your business more streamlined
Easy and inexpensive to use...
Awards
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Reviewer Pros & Cons
Video Reviews
2 videos
Pricing
Essentials
$19
Business
$49
Enterprise
Contact sales team
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Product Demos
Best integrations for PandaDoc (for beginners)
Sending & tracking documents in PandaDoc (for beginners)
How to create pricing tables with PandaDoc (for beginners)
How to edit a PandaDoc template (for beginners)
How to create a PandaDoc template (for beginners)
How to eSign with PandaDoc (for beginners)
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is PandaDoc?
PandaDoc provides a document workflow automation platform designed to help fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, and contracts. PandaDoc boasts users among more than 50,000 organizations, taking the work out of document workflow.
PandaDoc Screenshots
PandaDoc Videos
PandaDoc Integrations
PandaDoc Competitors
PandaDoc Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(453)Attribute Ratings
- 8.8Likelihood to Renew18 ratings
- 9.1Availability4 ratings
- 9.1Performance21 ratings
- 8Usability23 ratings
- 5.3Support Rating23 ratings
- 6.3Implementation Rating4 ratings
- 2.8Configurability3 ratings
- 8.6Product Scalability4 ratings
- 8.9Ease of integration20 ratings
- 6.8Vendor pre-sale4 ratings
- 9.8Vendor post-sale20 ratings
- 8.7PandaDoc Document Creation236 ratings
- 9.1PandaDoc Professional Quality237 ratings
Reviews
(1-25 of 263)Navigating the Document Jungle with Ease
- Easy to customization to each customer
- Ability to combine one or two documents in a go
- Documents are safe to deliver to the clients
- Integration capabilities
- Mobile App functionality
- Pricing flexibility
PandaDocs improves Sales workflow
- Integrates with CRM
- Provides a simple interface
- Easy to follow instructions on use
- Opening directly through my CRM brings me to a different interface than if I open it directly which can make finding docs a little harder when going directly to the App itself.
- Eliminate any ads or fundraisers
Excellent App to Digital Sign
- capability to apply a flow to sign but sometimes it can be confuse about who will sign the document.
- Very easy to upload and sign a document if it necessary.
- Easy to track the status of the document that we send to sing
- Pretty good dashboard to track the documents.
- the PandaDoc deployment helped departments as HR, Sales, IT, Compliance, even supervisors and managers
Exeding expectations. Life is easier this way
- Folder organization
- Signature assignment
- Reminders
- Easy to use
- Speed
- Editing after loading a file and changing assignees
- Easier way fo find a file to send reminders
It's a good way to start a path to compliance while not having a lot of money to assign to this issues, and getting the organization in a workflow mood.
PandaDoc - One of the best e-Sign software you can trust upon.
- Workflow of assigning attributes to various signing parties
- Reminder notifications for people who might have missed the initial commique
- Tracking status of various signatures sent
- After you have sent a doc for signing and if you want to remove or edit one of the recipients email address or remove him/her altogether from the initial set of participants should be made available to at least admin user
Price factor should be attractive enough for monthly or month on month users !
I love fuzzy pandas
- Embed dynamic content like videos, images, tables, etc. into proposal documents
- Drag and drop signature and field organization
- Templating for future use
- Reporting on page views for insights - it's there but could be more robust.
Panda Doc is great
Panda doc makes it easier to sign on new clients abroad quickly with minimal hassle, without having to send an agreement via mail.
It's also great because you get notified if someone has viewed the document and of course signed the document
- Sign new contracts for new clients
- Renew contract with current clients
- send out proposed contract to potential clients
- improve user interface
- make it easier to to upload pdf documents
- make it easier to copy and reuse old ontracts
it is less appropriate for in-person clients as I can have them sign their contracts in person during their first personal training session with me.
PandaDoc has been a Game Changer for Our Company!
- Cost savings
- Edit and send documents easily
- Organization/creation of templates
- Not going to spam
- Copying and pasting fields to different document pages
PandaDoc is a must have for all business types.
- Complex quoting.
- API integration for cross platform communication and automation.
- Easy signing experience.
- Easy user interface.
- Excellent engagement and willing to partner with clients.
- Fantastic training resources (1:1 sessions, webinars, micro-videos, on-demand, articles).
- Beautiful proposal designs.
- Integrations - HR, CRM, Payments, CRMs. (Salesforce, HubSpot, Pipedrive, Zendesk, Greenhouse, Lever, etc).
- Online Notary.
- Online Fax.
Saves time
- User friendly
- Notifications
- Templates
- Connectivity - I lose the connection to our CRM often
Great tool for Signature and more than you expected
Pandadoc solves all of these problems above and also added additional functionality to our tech stack by offering forms and also templates we could use through the Sales process
- Document signing
- Easy to use Sales presentation templates and content
- Online forms for signatures
- Link to Pipedrive
- The visibility of who has completed but not fully signed. I love the dashboard but have to consistently scroll to get back to where I was looking and find interesting agreements to surface where we have not counter signed yet.
- More calculated fields that are custom to us
PandaDoc is Great for sending your quotes!
- If you need a template PandaDoc has plenty for you to tailor to your specific needs.
- Obtaining electronic signatures for your quotes and the ability to store the quote is a PandaDoc plus.
- It's very easy to use. Simple yet professional.
- It works with HubSpot but not like I'd like.
- It's hard to find fault with PandaDoc, what it does it does well.
- Sometimes customers can't open documents but I don't necessarily know that it's a PandaDoc issue.
Good Enough, But UI Needs Work
- Custom templates
- Connectivity and integration
- Document lifecycle tracking
- Dynamic fields
- The UI is clunky, resulting in a frustrating UX
- It often freezes, resulting in lost work
- We experience seemingly random failures that result in lost work
- It is not a great sandbox experience for novice users, which is generally the case for the people executing tasks with the software
It shines when it comes to integration and tracking the lifecycle of the documents.
A simple but efficient way to make your business more streamlined
- Efficient
- Easy to Use
- Reliable
- Remembering clients details
- Easier to amend details
- To send docs out pre stacked
Easy and inexpensive to use...
- Ease of use on client end!
- Seamlessly incorporating payments.
- The site has become 'glitchy' lately; cannot properly edit or add email addresses easily
Panda Revolution
- Complete or modified access to the platform which reduces contract errors.
- Incentivize accuracy and empowers team members to help during spikes.
- Overcome obstacles by valid modification of contract.
- Reduces number of stalled or failed deals and increases CSI
- Provides accurate take of the tape for sales review post completion
- Integration of a more robust offline functionality as maintenance, rolling restarts etc can prohibit usage until resolution.
- More robust reporting options
- Seem less integration going from desktop to mobile
Very Satisfied Long-Time Customer
- very user friendly
- easy to add and remove contributors
- great for stylistic uniformity in documents
- even after most recent major update, occasionally have trouble finding correct line breaks between pages in longer documents
Use Panda to double your business.
- Signatures.
- Date of contract.
- Able to fill in credit card information.
- Able to include descriptions of the products being sold.
- when filling in credit card information, the cc must match the the person's name, this is a problem when the wife signs the contract but uses her husband cc. there should be flexibility here.
- "TEXT" box needs explanation, clients don't know what this means.
- click boxes don't allow me to put in any explanations
Excellent service that saves time and money
- Organizes documents to be signed
- Allows electronic signature to avoid meeting in person
- Saves time by allowing signatures to be done virtually
- SOmetimes the email is sent to junk mail
- The fields at times are hard to place
Satisfied.
- Selection of fields. Ex. Text, signature, date, checkbox, etc.
- Allows users to send reminders.
- Notifications letting users know when a signer has viewed and completed the document.
- Maintaining a history of previous recipients' emails and names when I'm ready to documents.
- I am completely satisfied with PandaDoc.
Ease of use
- Agreements
- Ease of use
- Visually appealing software.
- Safe to use
- Incorporate a charging sytem to it
- Incorporate a review system to it
- Enable deal rooms made up of different members of the sales team, sales management, legal, etc.
- Center align the text within pdf file
My Favourite Digital Signature Tool
- Contract Signature
- Legally Valid
- Notifcation and followups
- The AI that automatically assigns the fields is a cool feature, but not yet perfect.
Serious Review but Written Casually
- Consolidates Salesforce data
- Quickly generates links to send to customers
- Recognizable name so new customers don't freak out thinking it's some sort of scam
- Random, but I'm a huge fan of the color scheme
- I like the name and logo a lot lol
- Its ability to download in other formats than PDF is helpful. Lotta ppl in my industry, AEC, prefer software like Bluebeam and this works with that
- Could be a bit quicker, overall. Generating docs and links. A very miniscule request because it's virtually perfect. Remember what I said first, I'm a product of this instant gratification society
- I log into PandaDocs every single day I'm at work. No exceptions. Only days I don't log on are Saturday and Sunday. Occasionally it'll make me retype password info and be like "just verifying it's you"
- Ya'll ask me to review it a lot. I like ya'll so I am. But I bet others get annoyed? idk
Less appropriate? I'm not really sure. One could say "it's not appropriate at a funeral" because it's not. But I don't see any circumstance where it's not acceptable/well-suited for the business world. Only place that would unequivocally NOT have it is DocuSign-esque competitors.
- Create library of branded elements and templates to use in documents.
- Manage signers and signatures.
- Match corporate style guides, including custom fonts and colors.
- Interweave variables in templates and documents to speed up sending new docs.
- Layouts for multi-column design are based on tables and feel a little constrained.
- Pricing better suited for small, boutique teams would be nice. It's just a little pricey. Worth it though.
It's not as great for simple word processing. Use Google Docs or Microsoft Word for that.
We also found it too constraining for very detailed, complex design brochures. Use graphics design software for that.
When you need a well branded, moderately design, but highly templated document to reuse, Pandadoc is a gem.
Why I use PandaDoc
- easy interface. easy to use, and navigate
- saves documents that may be used a lot.
- the ability to check progress of documents and send reminders
- I do wish we had a little additional time before the documents expired.
- if document expires the ability to make small changes and resend.