PandaDoc

PandaDoc

Customer Verified
Top Rated
About TrustRadius Scoring
Score 8.8 out of 100
Top Rated
PandaDoc

Overview

Recent Reviews

Happy Sales Person

10 out of 10
July 21, 2022
We use PandaDoc to create and send quotes, and manage signatures and payments. Before we had to use Salesforce-generated quotes which were …
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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

User 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

Free eSign

Free

Cloud

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.pandadoc.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services
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Product Demos

Sales documents that close - PandaDoc
01:38
Best Contract Platforms for E-Signatures? (PandaDoc, signNow, DocuSign)
04:17
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Features Scorecard

No scorecards have been submitted for this product yet..
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Product Details

What is PandaDoc?

PandaDoc provides an all-in-one document workflow automation platform designed to help fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. The vendor states PandaDoc empowers more than 27,000 growing organizations to thrive by taking the work out of document workflow.

PandaDoc Features

  • Supported: Unlimited legally binding eSignatures
  • Supported: Unlimited document uploads
  • Supported: Payments
  • Supported: Templates
  • Supported: Rich media drag and drop document editor
  • Supported: Pricing tables
  • Supported: Audit trail and document analytics
  • Supported: CRM and Zapier integrations
  • Supported: Content library and content locking
  • Supported: Custom branding
  • Supported: Approval workflows
  • Supported: Forms
  • Supported: Bulk send
  • Supported: SSO support and custom user roles
  • Supported: User performance and content reporting
  • Supported: API

PandaDoc Screenshots

Screenshot of Stand out from the crowd with stunning, effective sales documents with custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Screenshot of Keep momentum…get your documents out the door fast to keep deals moving with automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Screenshot of Centralize communications, streamline the negotiation process, and make revisions in real-time in a single location.Screenshot of Stop flying blind when creating forecasts. Picking which deals to include (or exclude) is easy when you can drill down to the deal level with proposals.Screenshot of Reduce the length of your sales cycle and give customers a better experience with legally binding eSignatures

PandaDoc Videos

Simplify the process to create, send, track, and eSign sales documents. For more info, visit one of the links below: Website: https://www.pandadoc.com/?utm_medium=social&utm_source=youtube&utm_campaign=channel-video-Sales-documents-that-close-PandaDoc LinkedIn: https://www....
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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 Integrations

PandaDoc Competitors

PandaDoc Technical Details

Deployment TypesSaaS
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 HelloSign are common alternatives for PandaDoc.

Reviewers rate Availability highest, with a score of 9.1.

The most common users of PandaDoc are from Small Businesses (1-50 employees) and the Marketing & Advertising industry.
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Comparisons

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Reviews

(1-25 of 167)
Companies can't remove reviews or game the system. Here's why
Aviva Rosman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • We use PandaDoc to send contracts and NDAs to employees and freelancers
  • We have also used to more easily templatize marketing materials that don't require personalization
  • Different reps combine different content elements into their own customized proposals
Benjamin Schlader | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • All word documents from the organization have been moved to PandaDoc including training, onboarding, and HR.
  • All users were able to pick up on it with what felt like minimal training.
  • Any forms needed within the company could be executed through PandaDoc.
Nabor Garrido Valle | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • PandaDoc allows us to verify the final information of each deal we make
  • The notices that mark the expiration of each quote let us know which prospects have stopped responding to us and have no interest in our services
  • The ability to create PDF documents before modifying a quote allows us to create a "picture" when a prospect changes their mind and chooses another product
June 14, 2022

Great Product

Ales Eisner | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • For official financial documents
  • both sides sign, which is cool, and it lets me sign while I am placing the fields, so it recognizes me, so that was a pleasant surprise
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