PandaDoc is a Game Changer!
We use PandaDoc to draft and submit Business Proposals as well as send clients our terms and conditions prior to them signing up with us …
Starting at $19 per user/per month
View PricingOverview
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.
Recent Reviews
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
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
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
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
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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
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 Integrations
PandaDoc Competitors
PandaDoc Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple 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.
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).
Comparisons
Compare with
Reviews and Ratings
(469)Attribute Ratings
Reviews
(1-1 of 1)Companies can't remove reviews or game the system. Here's why
February 04, 2020
Proposals for design firms
We use PandaDoc to create proposals for our customers. We also use it to collect the initial deposit to start a project with us. PandaDoc has not only cut the time we spend creating and sending quotes, but it has also become a repository of signed documents that we reference. By allowing our executives access to PandaDoc, we give them a birds-eye view of proposals being sent and reference point for signed contracts. Through an integration with HubSpot, the communication with the customer prior to the quote and follow-ups are also documented.
- Sending proposals
- Obtaining e-signatures
- Mobile proposal creation can be improved
- Rare instance of customer not receiving proposal via email/went to spam
- Time savings
- Faster time to close due to e-signature and Stripe payment integration for collecting initial deposit
We’ve used PandaDoc notifications to realize that sometimes the customer has not opened the proposal. This is useful to prompt us to follow up to determine why—perhaps the email went to spam or maybe the customer missed it. We’ve also used e-signatures by default on all proposals. PandaDoc later added a feature to upload hand-signed documents.
We use the HubSpot Sales integration. It’s helpful, since it records the proposal with the opportunity record in HubSpot. That said, it’s not perfect, and we wish you could remove associations and add them.
PandaDoc is more modern and robust, and it has more integrations.