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PandaDoc

PandaDoc

Starting at $19 per user/per month
View Pricing

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

(1-14 of 14)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We had an issue with a few documents that the spacing was causing an issue with contracts that had been sent out awaiting a signature. We weren't sure if it was something the customer was seeing or just on our end so I contacted live support and they jumped on the situation immediately. They logged into my account and the development team was able to fix the situation and the spacing prior to the signature coming in for the contract!
Ali Berger | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
In deployment, I had an issue with adding an incorrect user email to the account and was unable to remove the user. The support team helped me disconnect and reconnect google accounts within minutes! They also checked in on my to make sure everything was operating smoothly!
Score 7 out of 10
Vetted Review
Verified User
Incentivized
I don't really know if this counts as support, but I had a scheduled call with our account manager a few months ago and we were haggling with price. We laid out a case as to why we shouldn't pay the high price they were offering for a renewal. They met internally and came back to us rather quickly and agreed to our terms.
March 22, 2021

PandaFans!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
when migrating from the previous version of Pandadoc to the 2.0 editor, they gave us great support and convert all templates very quickly so we didn't had to wait to use them, the process was fast and efficient and they helped a lot considering we had a great amount of templates
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We had a document that was deleted by accident and was due the day after.
The PandaDoc support team managed to restore the document even though it was late in the evening in their time zone, and we were able to send out the document on time.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Initially, there were problems when we would make a mistake in the credentials of the people we were sending our proposals to. For example typos in the email address, missing letters in names, etc. I wrote to the support team and got a very quick response regarding the issue. It has been addressed and we can now modify the names of the people without having to restart the document.
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