PandaDoc is a Game Changer!
We use PandaDoc to draft and submit Business Proposals as well as send clients our terms and conditions prior to them signing up with us …
Starting at $19 per user/per month
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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.
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Awards
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Reviewer Pros & Cons
Video Reviews
2 videos
Product Review: PandaDoc's Template Editor Keeps Contracts Customized, But Consistent
04:29
PandaDoc Takes Document Management Into Digital Space For Fast Creation & Easy Tracking: User Review
02:30
Pricing
Essentials
$19
Cloud
per user/per month
Business
$49
Cloud
per user/per month
Enterprise
Contact sales team
Cloud
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://www.pandadoc.com/lp/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Best integrations for PandaDoc (for beginners)
YouTube
Sending & tracking documents in PandaDoc (for beginners)
YouTube
How to create pricing tables with PandaDoc (for beginners)
YouTube
How to edit a PandaDoc template (for beginners)
YouTube
How to create a PandaDoc template (for beginners)
YouTube
How to eSign with PandaDoc (for beginners)
YouTube
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 Vs. Other eSign Tools
Whether you are an independent contractor, sole proprietor, small business, medium-sized business, or large enterprise - digital contract management platforms are designed to keep you on schedule with agreements as well as organized should you ever need to refer back to a cont...
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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
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.
Reviewers rate Vendor post-sale highest, with a score of 9.9.
The most common users of PandaDoc are from Small Businesses (1-50 employees).
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Reviews and Ratings
(469)Attribute Ratings
Reviews
(1-25 of 270)Companies can't remove reviews or game the system. Here's why
April 02, 2024
PandaDoc is a Game Changer!
- Templatization of different documents
- Reminder system to remind clients to view and sign documents
- Easily save different pages as templates to add or remove them from future documents
- Easily collect signatures from clients and view the progress of all documents in one dashboard.
- The design of the documents is a bit limiting when compared to something like word or Google Docs.
- It's not immediately clear on how to add custom images
- The learning curve to design documents is steep at first but becomes easy after a couple designs.
March 06, 2024
The Ease of PandaDoc
- Filling in information for HubSpot
- Ease of use for those who are technologically challenged
- Ability to create several templates for all different instances
- Once a document expires, I wish it was a little easier to renew it.
- Recently, delivery has been failing, even though email address is correct, so I have to go in and generate a link to send them. Hopefully this is fixed soon!
December 14, 2023
PandaDoc is easy to use and you'll find that out too!
- Answer questions quickly
- Advertise new uses for the site
- Explain the use of the software in an easy to understand manner.
- Sometimes one has to delete the document and start over, I found this works best when I cannot get form to let me go back to a response which I need to delete.
December 14, 2023
PandaDoc is all you need for effective contract management
- Contract Management
- Template Language
- Payment Integration API
- User Interface
- Competitive Pricing
- N/A
December 13, 2023
PandaDoc is best for esign
- Signing documents
- Confirmation of wanted documents
- Confirmation of completed documents
- User friendly
- Cost effective or no costs involved
- Some of the features are not there which should be include e.g circle as appropriate in monthly,biweekly or weekly
- If we use check boxes more than one than it will not finish the document if only one check box clicked.so optional check boxes are not working.
December 05, 2023
Why I Use Pandadoc for All My Proposals
- Integrates with Hubspot
- Stores reusable items in a content library
- Accepts payments (greatly reducing payment friction)
- Provides many useful templates.
- The table builder could be a little more robust.
- It can be difficult to figure out which token to use so it can grab the info from Hubspot
- It could offer better integration with meeting tools so you can go over proposals with clients.
December 05, 2023
PandaDoc is saving the bamboo!
- Pulling information from hubspot
- auto fillig accurately
- quick edits and approvals
- easy for end use to, complete and .
- variables can be a little wonky to use
- not always clear how to make edits
- doc recovery is hit and miss
November 30, 2023
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
November 29, 2023
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
November 29, 2023
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
November 29, 2023
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
November 29, 2023
PandaDoc - One of the best e-Sign software you can trust upon.
Score 10 out of 10
Vetted Review
Verified User
- 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
November 29, 2023
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.
November 29, 2023
Panda Doc is great
- 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
October 19, 2023
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
September 21, 2023
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.
September 21, 2023
Saves time
- User friendly
- Notifications
- Templates
- Connectivity - I lose the connection to our CRM often
September 19, 2023
Great tool for Signature and more than you expected
- 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
September 18, 2023
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.
September 15, 2023
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
September 11, 2023
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
September 07, 2023
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
August 17, 2023
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
July 04, 2023
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
June 29, 2023
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