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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

(469)

Attribute Ratings

Reviews

(1-25 of 244)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
It looks much better than the pdf proposal we were using that was designed in MS Word and Google Doc's. The formatting is much more efficient and easy to keep consistent across the whole document and the spacing is always perfect as well. Overall we are very pleased with the output files as they look much more professional.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Employers are happy to use these forms and respond professionally when using them.
Students appreciate the forms and almost always respond quickly. They trust the form!

It is much easier to glance at a form and know where it files, as opposed to an email response. You have to read each email to know what to do with it. A form is automatic for its professional look and easy to spot which form you have for filing.
Roman Gurule | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I give PandaDoc this rating because everything about their document management platform works really well. From creating a contract to the payment integrations to the real time notifications to the digital end user experience, everything is intuitive and works great. Furthermore, the mobile app works exceptionally well allowing for seamless document management on the go!
Lonnie Ayers, PMP, CSM, Capt. USAF (IRR) | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It comes out-of-the-box with professional templates and design. The migration team helped up onboard our documents, and achieve or 'on-brand' look all within the system. It has steadily improved over the years, and I expect it will continue to do so.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I do think that pandadoc is pretty smooth for the layout. its easy to access from hubspot and also the data pull is really accurate. I think there could be work done on the editing site just to clean it up a bit and make it easier to edit and create.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
PandaDoc allows us to customize documents with our own branding, including logos, color schemes, and fonts. This level of customization contributes to a professional and cohesive look that aligns with our company's brand identity. The platform offers a wide range of templates that are professionally designed. These templates serve as a good starting point for creating polished documents.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It doesn't look PROFESSIONAL per se, but I really don't look for that. It looks EASY TO USE, and that is way more important for me.
In fact, I really appreciate the "new easy-to-use look" in stead of, let's say, a banking page. Less bureaucratic, less stiff. More dynamic and enjoyable.
November 29, 2023

I love fuzzy pandas

Tristan Keelan 🏒📊 | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I have some documents that are very legal and plain - but my proposals look amazing. I can incorporate visual elements that make the proposals pop. Plus, having my own company style guide built in keeps things looking consistent. Finally, there is the content blocking and spacing options that ensure your never in a crowded design situation. Everything stays spaced and accessible for readers.
November 29, 2023

Panda Doc is great

Adam Cannella | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Overall it looks great and clean.

I've been using it for a good while, and the changes they have made have kept it looking updated modern and user friendly.

The most important part is that it does the job, and it does just that,

Really great product, very happy with it.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
In general the look and feel and flexibility of what you can create is fantastic.

I believe Pandadoc is better than most other tools in the market in this space. It would be nice if the calculated fields were more powerful and signing box's could be linked to fields in the tables so they move in conjunction with one another but those are minor things.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The documents look professional because they are. The quote template that we use works very well for our organization. It creates a uniform aesthetic which is what you want. It's like sending the same calling card with different information. When sending documents to a customer, first impressions are everything. PandaDoc helps you to make a seamlessly good first impression with their templates, the content and the rest is up to the user.
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