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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

(26-50 of 270)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Incentivized
10/10. It is perfectly suited for a company that has renewals managers that manage renewals (aptly named, eh?) all year long. It really is just so ridiculously cohesive that it'll make your head shrink. Really, any document that is going to be generated an insane amount of time, but just with different contact info/pricing, this is the software for you.

Less appropriate? I'm not really sure. One could say "it's not appropriate at a funeral" because it's not. But I don't see any circumstance where it's not acceptable/well-suited for the business world. Only place that would unequivocally NOT have it is DocuSign-esque competitors.
Skyler Young | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Pandadoc is really excellent for creating branded, reusable templates. The investment of designing and configuring documents is well worth it in this case.

It's not as great for simple word processing. Use Google Docs or Microsoft Word for that.

We also found it too constraining for very detailed, complex design brochures. Use graphics design software for that.

When you need a well branded, moderately design, but highly templated document to reuse, Pandadoc is a gem.
June 21, 2023

Why I use PandaDoc

Score 10 out of 10
Vetted Review
Verified User
Incentivized
PandaDoc is prefect for quick signing of legal documents so people do not have to travel to offices. these legal documents can range from limited power or attorney, medical releases, and releases of liability. I have used it for parental permission documents for school activities and church activities.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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
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
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It is very well suited if you use it in the way we have; quoting and invoicing. It is also really well suited if you use hubspot because of the strong integration. It is probably less suited if you don't have the integration and have to manually edit sections of the document.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Great for sending documents that need to be signed. Customers can view and sign document with just a few clicks. Makes the process so easy and can even be completed on a cell phone or tablet. No computer skills are needed to sign a document and return it to the sender. Works great for what we do here.
Score 9 out of 10
Vetted Review
Verified User
PandaDoc is well suited for remote contract and document signing in the Real Estate industry, saving time and facilitating logistics of otherwise obligatory in person meetings. The fact that it serves as a legally binding signature platform and is highly encrypted and accessible via cloud storage enables remote working and company wide access.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
PandaDoc is great for generating documents and being able to quickly import pertinent information from sales opportunities. The approval workflow process is efficient and easy to use to ensure there is accountability for the document and it moves through the process smoothly. It is not as effective in maintaining visibility with prospects as we would like.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It's straightforward and not too complex. This makes it easy for quick adoption. I would like to be better at using it but don't use it regularly enough to invest time to streamline it. We work with businesses around the county so while we are not in the same area it is helpful for us to close deals external to us.
Ali Berger | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
PandaDocs would be well-suited for technical companies. As a creative agency, we do experience some design restraints but overall it functions well and is a great resource to effectively manage proposals and contracts. PandaDoc also integrates well with Quickbooks making the sales/onboarding process extremely efficient.
David Beaulieu | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
PandaDoc is well suited for any document that requires a signature from one or more parties, such as contracts. But it can also be used for sending customized sales proposals, even if a signature is not required. Some examples to use PandaDoc include service agreements, employment contracts, rental agreements, sales agreements, etc.
Aviva Rosman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
PandaDoc is suited to a company who has a clear sense of their proposals, contracts, and other marketing materials that need to be templatized. It works particularly well for companies who use a popular CRM like Pipedrive or Hubspot because then much of the document creation process can be automated.
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