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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

(472)

Attribute Ratings

Reviews

(1-25 of 268)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Huge time saving in drafting and sending documents to clients
  • Easy to view dashboard that saves time in having to check the status of any documents and also provides insights such as client views vs signs.
  • Streamlines the editing and back and forth of documents with clients as you can turn on suggestions for clients to make changes if required.
  • Documents look much more professional than pdf doc's sent via email and we believe this shows clients that we are bigger than we are.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Students and employers are often more receptive to forms than just email verbiage for requests
  • If you have to ask more than one person to respond to a request than a form saves multitudes of time. In 4 years, I am sure I have saved 100 hours due to having PandDoc forms to do my job for a request.
  • Using a form streamlines time and efficiency on getting the answers you need concisely.
Lonnie Ayers, PMP, CSM, Capt. USAF (IRR) | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Helped improve cash flow from the ability to collect payments
  • Helped me keep track of which contracts a client has signed (way harder than it sounds).
  • Templates have allowed me to both standardize proposals yet allow rapid customization for each specific customer, a key capability.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Speeding up the signature process for faster closing
  • Speeding up the sales workflow in general by bringing product and contact information to the order form
  • Allows Account Executives to manage more opportunities by improving workflow efficiency.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • PandaDoc Helped to save money on paper, printed pages and at same time saving time from the employees into the company who needs to approve by signature.
  • At this time we dont have any negative point on it, it fitted perfectly into the company.
August 17, 2023

Panda Revolution

Jeff Keeney | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • We have increased the number of agreements by output and throughput with Panda Doc, which equals an increase in sales.
  • With the on the fly modifications available in Panda Doc we have been able to not only increase sales but also increase margin…via value adds in the agreement.
  • With the legal arena being what it is in the automotive space, dealer groups have agreement/contract processes and protocols that are vetted by legal teams…something which takes time..a deals natural enemy usually. But with Panda Doc we know our core essential legal clauses but have the flexibility to modify to integrate with larger groups in multiple states without long legal reviews.
  • Client needs to take out renewal clause. No problem give me a minute and I can modify language to set a modified term with no renewal but a bump in monthly costs as an offset…time check -2 minutes. I can’t stress how much that has helped increase our teams efficiency and win rate.
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