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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

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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...
 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 242)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
I have no doubt that proposals are extremely efficient through PandaDoc based on my experience with PandaDoc usage!
Reusable templates, content library, and embedded eSignatures.

Any of these forms can be embedded with automated workflow and have been very helpful and time saving.
I fully recommend use of PandaDoc for all of your form usage.
Roman Gurule | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Proposals are easy to generate and duplicate for use as templates. The content library is good and so are the API integrations. E-signatures work quite well. Notifications are straight and to the point. PandaDoc definitely speeds up the process for the business and the client. One other thing I’d point out is their real time mobile notifications are excellent.
Lonnie Ayers, PMP, CSM, Capt. USAF (IRR) | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use templates extensively, and their template library often provides a good starting point. The content library is critical, as it allows you to organize, find and reuse critical content components. The eSignature capability means clients aren't struggling to sign-off documents, and I generally get signed documents back quickly, or know where they got stuck. The Hubspot integration is absolutely critical to our operations.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Reusable Templates allows users to create a standard document format that can be reused multiple times. This is particularly useful for contracts, proposals, and other common documents. Content Library feature streamlines the process of document creation as users can quickly drag and drop these elements into new documents, ensuring consistency and saving time.Embedded eSignatures is a key feature that allows recipients to sign documents electronically. This speeds up the approval process significantly as it eliminates the need for physical document handling, mailing, or in-person meetings for signatures. Documents can be sent, signed, and returned in a fraction of the time it would take traditionally.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Currently, it is used with pre existing documents to send out to the vendor, new hires, CEO, VicePresidents, Etc. but it's so easy to manipulate and manage even from different persons, not really necessary to have training before to use it, it's very intuitive for every single person who has an account to create and send documents.

Score 10 out of 10
Vetted Review
Verified User
Incentivized
I usually don't use Pandadoc to create proposals, contract documents, and quotes. I upload contracts created by me on word or pdf and use it to have them digitally signed. So I really cannot talk from experience in this matter, but from what I've seen, it's pretty good and might help. Since we have our own templates that need reviewing with clients prior to the signature, I don't use Pandadoc for those instances.
November 29, 2023

I love fuzzy pandas

Tristan Keelan 🏒📊 | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Templates are huge - and with the connection to Hubspot I can create proposals directly from the CRM which populates all the necessary fields. I can literally make a proposal in a handful of minutes before adding customized language. Getting from CRM to workable proposal that fast is a huge time saver, and provides a level of accuracy for the important information that is comforting.
November 29, 2023

Panda Doc is great

Adam Cannella | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Overall it is very helpful, I have not utilised the templates as much as I should, as I just upload my current contracts and make the amendments necessary to have it signed.

Embedded signatures make it very easy and useful, as I've never had complaints from clients that have signed any documents.
Kat Olarte | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Having master templates with variables as space holders has reduced human error. Leveraging the content library items helps with repeatable interchangeable content such as use cases and terms and conditions. There's also smart content where you can use a block to save space for different content library items. This reduced the need to have multiple templates. Integrating it with Salesforce allowed for a seamless process for the sales team and saved so much time. When the document was complete, it would save a pdf into the opportunity. Then through automations, it can be saved to an external folder for other teams to view and prepare for deliverables.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Pandadoc is great for creating Proposals, contracts and quotes.

We heavily leverage the quotes, templates and content library to quickly create documents based on our requirements. It is also amazing to have the signature workflows ensuring that contracts are signed and sent to the right people across the business quickly.

We also leverage the eforms for some automated contractual agreements which saves even more time for our Sales and Support individuals.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Although our team is always sending quotes; everyone's quote isn't the same. PandaDoc allows you to send quotes with the same aesthetic even though the information is different. The templates allow you to create uniformity across the company when information is being shared so that it doesn't appear as if you are receiving information from several different sources.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
If you have a template and only need to make changes to the dynamic fields (name, address, etc) it works very well. The level of integration we have with Salesforce is absolutely seamless, which is very useful for our team to have omnichannel transparency.

However, we spend far too much time fumbling around when we need to present a more customized contract and it's very problematic.
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. Everything is so easy to use and adding signature options saves a ridiculous amount of time in the long run as we used to have to post document and await for everyone to return them.
August 17, 2023

Panda Revolution

Jeff Keeney | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Having a core template takes a few minutes but then cloning it to modify the term, scope, or breadth of agreement is so simple and quick. Theoretically, I could have different contracts every day for a nominal time investment. However, we just have 3 agreements and modify them as needed.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Templates are excellent, easy "sharability" is excellent. The system is very intuitive for new users (contract recipients) who have not yet been exposed to PandaDoc or any other similar platform. They catch on quickly with PandaDoc.
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