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.
The Ease of PandaDoc
PandaDoc is easy to use and you'll find that out too!
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Graduate…
PandaDoc is all you need for effective contract management
PandaDoc is best for esign
Why I Use Pandadoc for All My Proposals
PandaDoc is saving the bamboo!
Navigating the Document Jungle with Ease
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!
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
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
(469)Attribute Ratings
- 9Likelihood to Renew18 ratings
- 9.1Availability4 ratings
- 9.6Performance21 ratings
- 8Usability23 ratings
- 5.2Support Rating23 ratings
- 6.3Implementation Rating4 ratings
- 2.8Configurability3 ratings
- 8.6Product Scalability4 ratings
- 9Ease of integration20 ratings
- 6.7Vendor pre-sale4 ratings
- 9.9Vendor post-sale20 ratings
- 9PandaDoc Document Creation243 ratings
- 9.3PandaDoc Professional Quality244 ratings
Reviews
(26-50 of 270)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.
- Signing clients digitally together
- compliance with digital signature requirements
- Ease of use and implementation
- sometimes the system glitches when signing on the phone or ipad
- auto placing signature spots and fill spots is finicky and we dont use it much
I enjoy using Panda Doc
- Gives us Electronic Signatures where it could have taken days to get we get in short Time
- I wish that it was easier to Make Changes to Panda Doc Sent and change of emails if typed in Wrong it is a little tidiest to change
Pandadoc is a great signature signing platform.
- User-friendly interface
- Reminders if someone hasn't signed the document yet
- Ability to CC other parties that need to receive the document
- Ability to see who has viewed the document
- I'd like to see how it would handle forms (e.g. consent forms)
PandaDoc as more than a sales tool!
- Quick document creation
- Friendly user interface
- Excellent customer support
- Mobile app could use some work
- Quoting system does not fit my industry
- Website is sometimes slow
Digital Signature for a Small Consultancy
- Remote contract signature
- Tracking of document views or interactions
- Live notification of actions on documents
- Name, I don't find PandaDoc a particularly corporate name so speaking to clients they generally give you a funny look if they've never heard of it.
- Amending of existing documents can be a little complicated, it needs more versatility to change one small detail rather than re-start the whole document.
Sometimes you get a client who is less 'tech savvy' that wants to download and print the document, then wet sign and send it back.
Beautiful documents with a strong integration to HubSpot
- Quotes
- Proposals
- Invoices
- Hubspot integration
- Editing a document
- Tables
- Calculating totals
Does everything we need it to!
- Customized proposals
- automatic variables
- Templates and content library
- Integration with Hubspot - document must be created from hubspot or will not appear there
Price is GREAT!!
We had a problem with people not able to use our old electronic contract. It was not user friendly and it was held on our website, people were unable to find it. We are also located really far away from some of our customers that are not able to come into our office to sign documents. This product has made our life and our customers life a lot easier.
- templets are easy to set up
- easy to follow prompt to sign
- I havent came across anything that was not easy to me
User friendly and time saving
- Attorney client contracts
- Settlement agreements
- Once completed by the parties, the document cannot be signed by the Court. I have to convert the document to a pdf to submit to Judge.
- The certificate of authenticity is bulky and awkward
PANDADOC HAS HELP LUTHERSALES GROW
- CREATING DOCUMENTS
- E-SIGNING
- GREAT TEMPLATES
The forms feature makes it very easy for someone to request an NDA with us and for agreements that new hires or contractors need to sign.
The content library and conditional content make customizing sales proposals very easy.
- Create customized documents from a library of content
- Handle e-signatures
- Decrease the back and forth emails when someone needs a standard agreement
- The design tools for sales proposal could be better.
- Importing a PowerPoint or Google Slides file to use as a template would be very helpful
Building sales proposals with content from a content library.
Intuitive, user friendly, visually appealing software. A superior alternative to its competitors. High recommended..
- Remote viewing and editing
- Legally binding electronic signatures
- Flexibility to scale at the companies needs
- Automatically recognised fields
- Suggested size / dimensions
- Edit fields after saving these
PandaDoc Impacted Our Organization's Workflow for the Better!
- Salesforce integration ease of use
- Document creation and effectiveness
- Monitoring the workflow of the document throughout the life cycle
- Some of the editing functionality makes it difficult to change formatting
- Some of the variables don't pull in as desired
- The variable date doesn't update to today's date depending on send date
I like it...It's solid...I wish it were a little easier!
- Customize Forms
- Tracking of signing progress
- Clear concise data acquisition
- Customizing forms could be a little easier with integration to hubspot
- A 3-4 month evaluation of how we are using panda doc to help us get better
- Alerts on lack of progress of signing
Increase Your Small Businesses Efficiency with Panda Docs!
- Analytics
- Document History
- Templates
- Robust Dashboard
- Design Capabilities within Documents
PandaDoc is great for Small Business
- Allows us to see when and how often a recipient has looked at a document
- Allows us to see how long a recipient has looked at specific pages
- Take the user error out of signing contracts
- Better integration with Outlook so we can see when in our Sent folder that documents have been sent
Cut time on proposal and contract creation
- Content library: easy to add custom content
- Variables within documents: quick to personalize a document for a specific users
- General design: PandaDoc documents generally look professional
- Analytics: some of the analytics are only available at the document level, i.e., which page someone looked at. I wish it was easier to see analytics on page views across documents
- User experience: not fully intuitive - as someone who has trained many people to use, it does require some initial learning curve
- Formatting: some of the numbering and lettering, especially subclauses in contracts, can be tricky or nonexistent
PandaDoc is a Game Changer for Contracts
- contracts
- aggreements
- proposals
- version 1 and 2 are totally different
- version 1 is much harder to use when neccessary