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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

We love PandaDoc!

10 out of 10
June 19, 2024
Incentivized
We use PandaDoc to send documents to our partners. These documents are to update their accounts and require signature. We use PandaDoc to …
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PandaDoc for Pros.

10 out of 10
June 18, 2024
Incentivized
PandaDoc has been our key partner in creating contractual agreements for our friends in the health and fitness industry. Its smooth …
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I mainly use Forms

9 out of 10
June 18, 2024
Incentivized
I use PandaDoc to create forms for businesses that want to work with us. It helps us make a customized contract without having to …
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PandaDoc review

9 out of 10
June 17, 2024
Incentivized
We use PandaDoc for the submission, review and signing of contracts. It allows us to see whether the recipient has accessed the contract, …
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TrustRadius Insights

Ease of Template Creation: Users have appreciated the simplicity of creating and managing templates for various documents, streamlining …
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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

(531)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Ease of Template Creation: Users have appreciated the simplicity of creating and managing templates for various documents, streamlining their document creation process.

Integration with HubSpot: Some users have found the integration with HubSpot to be valuable, enhancing the overall user experience especially for those less tech-savvy.

User-Friendly Interface: The user-friendly interface of PandaDoc has been praised by users, enabling them to navigate efficiently and complete tasks easily.

Customizable Templates: Users highlighted the customizable templates as a key strength of PandaDoc, allowing for tailored document creation processes based on individual needs. Additionally, the ability to combine multiple documents in one go was mentioned as a time-saving feature by some users.

Document Design Limitations: Users have expressed dissatisfaction with the document design, finding it restrictive and less versatile compared to other platforms like Word or Google Docs. Some users feel constrained by the limited customization options available in PandaDoc's document creation interface, leading to frustrations in achieving their desired layouts and formats.

Challenges in Document Renewal and Delivery: Some users have faced difficulties in renewing documents easily and efficiently, often needing to manually generate links due to email delivery failures. This manual process not only adds extra steps for users but also increases the likelihood of errors in sharing important documents with clients or team members.

Integration and Functionality Issues: Users find integrating with HubSpot and meeting tools challenging, along with facing difficulties in using variables effectively. There are also concerns about inconsistent document recovery methods and unclear editing processes that hinder a seamless workflow within the platform.

Attribute Ratings

Reviews

(1-20 of 20)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
The integration process was simple and easy to implement. We integrated with our CRM to help bring in customer information and keep it the source of truth whenever new documents are created. The onboarding and implementation process was as easy as a few clicks and mapping to desired fields to have everything set up correctly.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
I only have pandadoc integrated into Hubspot for now. I know there's other payment processing type of integrations that can be done, but we haven't even attempted those because it just doesn't make much sense for the way we structure our business. Hubspot was easy though. The hardest part was just figuring out how to connect all the "tokens" to auto pull into the contract.
March 22, 2021

PandaFans!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
It has good integration (we only use Copper) but recently we discussed internally that an option to make an integration that allows to download all documents automatically into our system would be very valuable to automate the process and the sales team losses less time uploading the contracts to the clients File
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Great question - as per my last note, PandaDoc works beautifully with our CRM - very intuitive. I have been able to build contracts and agreements, pull in teh information from my CRM and with a few clicks all is set and ready to go.
March 16, 2021

PandaDocs Rocks

Score 7 out of 10
Vetted Review
Verified User
Incentivized
The integration options available for PandaDoc have served our needs quite well. We have integrated with our internal system to trigger certain actions when contracts are executed and finalized using the information contained within the contract. It was pretty straight forward to accomplish and saves us a ton of time in manual setup.
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