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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

(468)

Attribute Ratings

Reviews

(51-75 of 267)
Companies can't remove reviews or game the system. Here's why
Benjamin Schlader | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Multiple comments from clients saying how professional our proposals looked.
  • Keeping a uniformed look from document to document.
  • Employee experience was better once each employee had a quality tutorial.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Time saved: Using templates we spend a lot less time copying and pasting Word docs that someone might accidentally edit. With customizable fields we can easily update information for each new doc so there's never a blank spot.
  • Customer experience: It's much nicer to send along an e-sign option for both us and the customer. There's no back and forth around Word docs versus PDFs, it's easy for them to sign, and they never miss a signature field.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Improved accountability. Better tracking of deals and fewer places for faking activity
  • Time-saving - ability to cut proposal writing time by 30%, if set up correctly
  • Browser access and links to PDF documents mean better UX and usability for prospects and less clutter in email in-boxes.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • PandaDoc has personally saved me a ton of time, thus freeing up my time for other projects
  • PandaDoc has 100% improved our employee efficiency
  • PandaDoc has provided a better experience for all, both our staff and our clients
Nabor Garrido Valle | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • We increased the sales closing rate, although it is variable, we have achieved sales closings of 33% of the total number of prospects in a month
  • We have reduced up to 75% the time to create the quotes that we send to our prospects
  • The customer experience has improved by up to 65% based on the feedback they give us when we close the sale
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • I have been able to get docs back quickly from students b/c it is very user-friendly both on my end and on the student's end
  • The instructions for filling out the doc are very clear for students to use so they send them back quickly and with ease
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