PandaDoc

PandaDoc

Customer Verified
Top Rated
About TrustRadius Scoring
Score 8.8 out of 100
Top Rated
PandaDoc

Overview

Recent Reviews

Happy Sales Person

10 out of 10
July 21, 2022
We use PandaDoc to create and send quotes, and manage signatures and payments. Before we had to use Salesforce-generated quotes which were …
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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

User 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

Free eSign

Free

Cloud

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.pandadoc.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services
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Product Demos

Sales documents that close - PandaDoc
01:38
Best Contract Platforms for E-Signatures? (PandaDoc, signNow, DocuSign)
04:17
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Features Scorecard

No scorecards have been submitted for this product yet..
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Product Details

What is PandaDoc?

PandaDoc provides an all-in-one document workflow automation platform designed to help fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. The vendor states PandaDoc empowers more than 27,000 growing organizations to thrive by taking the work out of document workflow.

PandaDoc Features

  • Supported: Unlimited legally binding eSignatures
  • Supported: Unlimited document uploads
  • Supported: Payments
  • Supported: Templates
  • Supported: Rich media drag and drop document editor
  • Supported: Pricing tables
  • Supported: Audit trail and document analytics
  • Supported: CRM and Zapier integrations
  • Supported: Content library and content locking
  • Supported: Custom branding
  • Supported: Approval workflows
  • Supported: Forms
  • Supported: Bulk send
  • Supported: SSO support and custom user roles
  • Supported: User performance and content reporting
  • Supported: API

PandaDoc Screenshots

Screenshot of Stand out from the crowd with stunning, effective sales documents with custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Screenshot of Keep momentum…get your documents out the door fast to keep deals moving with automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Screenshot of Centralize communications, streamline the negotiation process, and make revisions in real-time in a single location.Screenshot of Stop flying blind when creating forecasts. Picking which deals to include (or exclude) is easy when you can drill down to the deal level with proposals.Screenshot of Reduce the length of your sales cycle and give customers a better experience with legally binding eSignatures

PandaDoc Videos

Simplify the process to create, send, track, and eSign sales documents. For more info, visit one of the links below: Website: https://www.pandadoc.com/?utm_medium=social&utm_source=youtube&utm_campaign=channel-video-Sales-documents-that-close-PandaDoc LinkedIn: https://www....
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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 Integrations

PandaDoc Competitors

PandaDoc Technical Details

Deployment TypesSaaS
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 HelloSign are common alternatives for PandaDoc.

Reviewers rate Availability highest, with a score of 9.1.

The most common users of PandaDoc are from Small Businesses (1-50 employees) and the Marketing & Advertising industry.
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Comparisons

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Reviews

(1-25 of 200)
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Aviva Rosman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
I like the overall feel of PandaDoc - the ability to create a theme for documents is helpful, as are the content library and image library features. I don't like their formatting for creating lists, particularly for more complex contracts. I've also found that the spacing and font size can sometimes be difficult to manipulate.
Benjamin Schlader | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Easily one of the better-looking programs out there. Other programs used by construction companies tend to be very generic looking with little ability to make it your own. Being able to have a working document in real-time and being able to make adjustments from a mobile device makes it even easier to keep up with professionalism.
Liz Perry | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
The user experience is top-notch. I am very pleased with the ease of use and how intuitive the platform is. They've thought through every area - even when we send signature links to our clients, there's a quick, non-obtrusive, pop-up to tell the clients how to create or edit redlines.
Laura Basch | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
We have never had any issues with volunteers understanding how to fill out an application on PandaDoc, if you work with volunteers on a regular basis, you know that any hiccups in the process can completely hijack a volunteer's capacity to serve. Because of the ease of use, we retain enrollments on a much higher basis.
Score 9 out of 10
Vetted Review
Verified User
Review Source
The look and feel of the final product are very professional. The dashboard is also very good for tracking the status of the proposal and the amount of money received. The timeline that PandaDoc has incorporated as well has been helpful for following up on what happens with multiple documents.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Some of the documents didn't feel as professional as they could have. Our agreements were very straightforward. I'd imagine that a user could make them look better, but our PandaDoc admin left it a little bare. The basic templates out of the box were pretty plain
Score 8 out of 10
Vetted Review
Verified User
Review Source
For me as an executive, what frustrates me with regards to the documents is how the page sections lineup as you keep adding more items. Some of our proposals have multiple pages to them and the page-to-page look just isn’t very professional. So we have to take time in order to resize columns and make them look better before we send them to the client. It’s handy to know where the page section cut off but it would be nice to have a header that would go from page to page.
Score 10 out of 10
Vetted Review
Verified User
Review Source
It is as good as it can be. There is no room for improvement in the look and feel of the templated docs we use. They are simple, concise, and easy to read and understand. Being simple improves the turnaround time for the execution of the doc. We would only be adding unnecessary fluff and ornaments if we added anything at all.
Score 10 out of 10
Vetted Review
Verified User
Review Source
The UI gives me Apple vibes. It's clean, modern, and easy to navigate. Additionally, the ability to customize the forms based on your company's profile colors gives it more of an official look to the contract despite of it being done through PandaDoc. Nevertheless, the color differentiation between each person made it easier to navigate.
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