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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

Saves time

8 out of 10
September 21, 2023
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!
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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

View all pricing

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...
 Show More

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

(464)

Attribute Ratings

Reviews

(1-25 of 268)
Companies can't remove reviews or game the system. Here's why
Roman Gurule | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Lonnie Ayers, PMP, CSM, Capt. USAF (IRR) | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It is ideal for going from phone call (or even while on a phone call) to sending an NDA or SOW out to a client. I have done this often, and have found the faster I get them out, the higher the likelihood of getting a signature. While it is more than capable for many proposals, for very complex proposals, numbering in the 100s of pages (not uncommon for complex ERP proposals), it is not the right tool. If you incorporate Powerpoint Slides in your proposals, it is not great for that either.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
I've only used PandaDocs for sales to get signatures on sales documents. It is very well equipped here and integrates well with our CRM. I have used other e-sign products in the past and PandaDocs is equal to or better in most scenarios for my work.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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
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.
November 29, 2023

I love fuzzy pandas

Tristan Keelan 🏒📊 | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
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
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 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
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
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 10 out of 10
Vetted Review
Verified User
Incentivized
I use Panda Docs daily and it is so efficient and useful. Its saves us sending loads of documents via post and then waiting for them to be returned. I would say we send around 100+ Panda Docs and it makes like so easy for our clients. I would highly recommended using Panda Docs.
August 17, 2023

Panda Revolution

Jeff Keeney | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
This is really a wonderful product and the deployment team and support have all been supercalifragilisticexpialidoscious! While PandaDoc can function locked down, it thrives and drives sales when there is room for originality. The only issue I’ve experienced has been related to the modification of the actual price in the agreement. It is easy to update signers and agreement-specific items but money..no I have to start over…but even that is only a 2-minute process. And twice the tool locked up for an afternoon..offline access to our forms may resolve that from repeating.
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