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PandaDoc

PandaDoc

Starting at $19 per user/per month
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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.

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Recent Reviews

The Ease of PandaDoc

10 out of 10
March 06, 2024
Incentivized
It makes sending enrollment agreement super easy, especially since it works with HubSpot. Most of the time I don’t have to enter in …
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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

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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
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Pricing

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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
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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
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Product Details

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

Screenshot of Custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Screenshot of Automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Screenshot of Reporting, with drill down to the deal level with proposals, to pick which deals to include (or exclude).Screenshot of legally binding eSignaturesScreenshot of Centralized communications to streamline the negotiation process, and make revisions in real-time in a single location.Screenshot of 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.Screenshot of Drag-and-drop editing that helps build proposals faster, with a choice of 750+ ready-to-use templates, available at no additional cost. These can be customized with dynamic versions.

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 Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple 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.

Google Drive, DocuSign, and Dropbox Sign are common alternatives for PandaDoc.

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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Comparisons

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Reviews and Ratings

(469)

Attribute Ratings

Reviews

(1-25 of 159)
Companies can't remove reviews or game the system. Here's why
March 06, 2024

The Ease of PandaDoc

Score 10 out of 10
Vetted Review
Verified User
Incentivized
It makes sending enrollment agreement super easy, especially since it works with HubSpot. Most of the time I don’t have to enter in numbers myself, so it makes for a much quicker turn around. I also love being able to change the expiration date since everyone has different enrollment deadlines! This way, they’ll know when things need to be completed.
  • 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!
The functionality is endless and could be used for mirage of things. Since you can create your own templates, it opens a world of possibility. You could use it to create waivers, enrollment contracts, freelance contracts, leases, etc
Score 10 out of 10
Vetted Review
Verified User
Incentivized
As a Career Advisor I have a number of documents that are forms.
Mock Interview Feedback form for IT and Medical Assisting students
Graduate status form for all students to fill out before graduating
Externship signing pages for employer/Program Director/student to sign
EXIT sheet signatures for six departments
Employer verification form
Graduate employment verification form
Waiver for employment form All of these forms save time and remain uniform making job streamlined.


  • 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.
PandaDoc is great for use of one form to one person, easy to implement your prompts.

PandaDoc is great for multi-use forms sent randomly or in a group.
Roman Gurule | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use PandaDoc for all of our client contracts including the contract and payment integration with Stripe. It allows us to seamlessly interact with clients and eliminates all paper. For the most part we use it on desktop but have used the app to monitor signature and payment status as well as generate simple contracts.
  • Contract Management
  • Template Language
  • Payment Integration API
  • User Interface
  • Competitive Pricing
  • N/A
I'd recommend PandaDoc to any small business that executes contracts. It's very straight forward to use, allows you to duplicate contract language for similar clients. and the dashboard has just about everything a business owner and/or executive would like to see. I cannot think of a better document management system.
Digant Oza | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It’s fantastic esign software for signing documents.its very fast reliable and it’s with certificate because sometime without certificate some authentication is not allowed so it’s very good.
  • 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.
Very nice in user friendly and fastest possible plus confirmation of each document has been viewed and completed.

other ways more than one check box should be available and if only one check box clicked (as required) than it should allow finish the document.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our company relies heavily on efficient, secure, and user-friendly solutions for sending documents to our clients for signatures, and PandaDoc has consistently exceeded our expectations.What stands out most is the ease of use. The interface is intuitive, making it straightforward to prepare documents for sending and signing. This user-friendly aspect is not just limited to us as senders; our clients frequently commend how simple and hassle-free the signing process is on their end.
  • 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
PandaDoc is highly effective for streamlining document workflows that involve signatures in contract and agreement, sales processes, HR documentation, real estate transactions, financial services documentation and many more. However, for complex legal documentation, real-time collaborative editing, and scenarios requiring extensive offline access or sophisticated text editing, other specialized tools might be more appropriate.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The issue was before we used to print to sign the documentation, for customers, new hires even approvals inside of the organization, so now we just built the document that it's necessary to sign and approve and s easy, as select the approvers (to sign) to follow a flow, then with a click on send and the received to review and 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
I love it because is very easy when it's necessary to send a document to sign to another person but sometimes it's complicated when you establish a flow and all of the participants needs to sign the documents, beside that it very capable to do integrations with other applications as well where it makes easier the daily tasks.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I just find it very easy to use. Everything is intuitive and it's where it should be. While trying to operate, buttons are locatable, and the workflow is very fast and simple. Also, it helps our clients to comply almost immediately. In case anything gets "lost", the reminders get in action to make it work. Having folders makes it easier to locate files. Adding signatures and signers is also very easy.
  • 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
Small companies that don't have a lot of budget to spend, and are in need of contract signing, following up on pending signatures or drafts, sending 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.
Score 10 out of 10
Vetted Review
Verified User
PandaDoc has been used to get consent and e-sign for any social events that we plan to get collaboration from our friends and colleagues
  • 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
Well suited for bulk send
Price factor should be attractive enough for monthly or month on month users !
November 29, 2023

I love fuzzy pandas

Tristan Keelan 🏒📊 | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use PandaDoc for my entire sales process starting with NDA's, then proposals, then contracts. It enables me to execute assignment selling that keeps my customers active in the process, while providing them with an easy experience and high quality documents to consider at the various levels of execution.
  • 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.
PandaDoc doesn't overcomplicate things when it comes to building documents - but also creating signing orders. It's so easy to choose the order documents get signed, that there's zero additional coaching required once a document is out there for circulation. Additionally, the tools for dynamic document creation are amazing. One of the best things I do is embed existing video content into proposals so that I can provide the content without making a document unnecessarily long via text, while at the same time my customers don't have to link off the page to watch the video. It's a huge element of my proposals.
November 29, 2023

Panda Doc is great

Adam Cannella | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
With online clients, I can't have them sign new agreements in person.

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
Panda sign is well suited to signing new clients abroad, sending them documents that can be digitally signed is really useful, it makes the onboarding process for me way more streamlined and hassle-free.

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.
Kat Olarte | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
- E-signature tool - Beautiful proposals - Complex quotes - Workflow automation - API for integrations - Salesforce integration - Central repository for documents - Bulk sends (mail merge) - Document analytics - view if proposals were seen by the recipient & tracking of stages for documents - Forms to collect data and export to CSV - Canva design integration - Presentation mode - (like Powerpoint).
  • 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.
If you run a business, then you must use PandaDoc. You can use it for HR, IT, Finance, Sales, Operations, Customer Success, etc. Excellent for complex proposals with a beautiful design. Document analytics helped me track the status (sent, viewed, and completed). If a document wasn't viewed, I'd follow up to help close the deal quicker. The integrations allowed for a seamless experience. I can create and send a document from the CRM and when it's signed, it saves the opportunity. There are triggers to change the status to complete and automation to save the document to a folder for accounting to process and operations to proceed with deliverables. It helped with cross-departmental communication and allowed for more team productivity.
September 21, 2023

Saves time

Score 8 out of 10
Vetted Review
Verified User
Incentivized
PandaDoc allows us to receive official signatures on approvals and we can easily save the documents as a PDF. It is very user friendly too!
  • User friendly
  • Notifications
  • Templates
  • Connectivity - I lose the connection to our CRM often
PandaDoc allows us to receive approvals on a customer’s logo. Once they sign this they aren’t able to come back later and say they didn’t approve it and need a refund.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
PandaDoc was used to send sales quotes. It simplified the process of sending quotes and allowed you to keep track of the quote once it was created. The fact that it's easy to use and very easy to train someone to use is the start of what makes it a good product.
  • 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.
It's great for sending quotes, it's user-friendly, would be great for someone who needs to create various document templates, especially documents that require signatures. You can create a template and replicate it for use repeatedly. It helps you to track the progress of a quote once it's sent. It's good for a company that sends high volumes of quotes, especially for the sales side of things.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We use PandaDoc to create, submit, and track our contracts and proposals. We needed a way to create templates covering several different use cases, that also tracks the viewing process from start to finish as well as connecting to our CRM. We use PandaDoc very, very frequently. Having living documents with dynamic fields speeds up our process immensely and reduces the bottleneck that commonly comes with monitoring contracts and supporting our clients to sign.
  • 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's great if your document process is relatively boilerplate and consistent. If you need to make edits to these documents, it's not intuitive and often results in lost work, and inconsistent presentation. This is 100% a UX issue, as with enough training it could be addressed but I feel the daily user needs this to be very easy to use and navigate.
It shines when it comes to integration and tracking the lifecycle of the documents.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are a painting company that uses PandaDoc to digitally execute customer contracts.
  • Ease of use on client end!
  • Seamlessly incorporating payments.
  • The site has become 'glitchy' lately; cannot properly edit or add email addresses easily
It is easy to incorporate the link to executable doc into our own email documents.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Manage all documents from lead generation and contract management to final stage agreements
  • 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
Very well suited for cultivating & onboarding new clients
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use PandaDoc to to send lease documents, and other forms of documents that require signatures from tenants or clients. It allows me to be able to have them sign it digitally, rather than having to physically go to each tenant to sign. It saves a lot of time. I strictly send it for documents to be signed, anything to do with real estate management documents, I use PandaDoc to get the signatures needed.
  • 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
Never had a problem with it and is better than competition
June 25, 2023

Satisfied.

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Due to the covid 19 pandemic, we stopped seeing our clients in person. To continue serving them while remaining contactless, we began using PandaDoc to receive electronic signatures.
  • 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.
PandaDoc is well suited when you are unable to meet with an individual to receive a signature.
June 23, 2023

Ease of use

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Keeping everything in order simple and organized. Would be even better if panda doc had a review system incorporated into it as well
  • 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
Personally think is well suited for everry business
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Pandadoc to obtain digital signatures from our clients on legal documents. The system has been excellent so far and has been used widely firm wide on a variety of use cases and legal documents. We never had any issue with the system and it is an efficient platform for us to sign clients remotely the documents that are required to complete their legal matter. We give it a full rating as it is easy to use and easy for our clients to use. It stays out of the way and we can see signatures go in live when we sign together with our clients over webcam. Its a great system.
  • 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
Pandadoc has been well suited in our workflow as we can sign clients efficiently with the same. It is well suited to sign multiple documents and the ease of use makes clients feel comfortable with using it to sign documents with us. It is not as well known as other signing platforms so it does take some explanation to the client on what the system is but ocne they get on it, its smooth sailing.
Barry Mendelson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use panda Doc for a few different tasks, Onboarding of New Dealerships and to sign Documents need electronic Signatures. this is the easiest way to make sure we have documents signed and sent back immediately.
  • 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
Although it is hard to Navigate sometimes I have had great success in using Panda Doc and it is also user friendly for the Client
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Pandadoc usually for procuring signatures from internal employees. We have grants that need signed timesheets, so we use it for that. We also use it for internal agreements - for example, acknowledgment of a new policy or confirmation of receipt for technology. Every once in awhile, we will use it for external stakeholders.
  • 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)
It is very well suited for just getting signatures. It is easy to use. You can also invite other users to be part of your team. It is also well suited if you need to copy multiple people or if multiple people need to receive notifications on who has signed.
Score 8 out of 10
Vetted Review
Verified User
We used PandaDoc to send out quotes to potential clients as well as the onboarding process. Clients need to submit information to us in a specific format, which this software allows us to do and validate. Finally, it has clear indication of which parties filled out which information. We use it daily.
  • 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
PandaDoc is excellent for onboarding and document collection. It is easy to create templates for even the most inexperienced users (I was able to get the hang of PandaDoc in less than a week). Even though I use PandaDoc to send out custom PDF quotes, the quote builder from the system is not good for creating quotes that have items with different frequencies. It still needs a lot of work.
James Randall | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use PandaDoc to send engagement letters to clients for review and signature. We also use it for internal documents that need signing remotely. We needed a solution that was better than printing, wet signing, scanning and then sending back documents. It also negates the need to have all parties present in one location.
  • 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.
Great when you want to get started on a client's work, the speed you can get a contract signed or an NDA in place is fantastic.
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.
February 22, 2023

Price is GREAT!!

Keisha Pittman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
my self and my team use this to send out contracts to get electronic signatures.

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
The cost is great. The unlimited envelopes are also a huge buying point. I have gotten quotes from competitors and the prices were crazy for our small business.
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