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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
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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

(527)

Attribute Ratings

Reviews

(1-23 of 23)
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Score 8 out of 10
Vetted Review
Verified User
Incentivized
The usability is very intuitive and seamless being able to upload documents whether it be for internal purposes or customer facing documents such as proposals and contracts. Having the ability to see documents that have been viewed and monitor the entire workflow from creation through document signing has made it very easy to use.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Because this PandaDoc can work on digitalizing paperwork in all various departments. From Finance to HR to interdepartmental work sign off, to sign offs on project scope of work as well so you can really use this in any form of way that requires an approval stage or vetting process
Score 7 out of 10
Vetted Review
Verified User
Incentivized
I give it this rating because it's overall pretty simple to use. I wish there was more functionality on the backend when creating the templates, but for our sales guys to go in and send out a proposal or contract quickly and easily...it works perfectly for that. It does what it needs to without much problem.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We have been using PandaDoc for several years and never had any issues with usability. It's a trusted platform that plays an integral part of our business. The new updated version of Pandadoc is even easier to use than ever before.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system.
The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously.

Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
Maja Jaredic | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Me and my team absolutely love it. It's easy to use, and template feature saves us hours in the sales process. Another huge perk is that clients find it easy to use. We struggled previously with other e-signing tools because they would usually be confusing to our clients, which would then make the sales process drag longer than needed. Now it's so simple!
March 16, 2021

PandaDocs Rocks

Score 7 out of 10
Vetted Review
Verified User
Incentivized
It generally works really well and is easy to use and navigate, especially from the end-user perspective when viewing/signing a document in the system. The only shortcomings that have come to light are in the configurability or programmability of the various fields and trying to have field dependencies based on selected inputs as someone moves through the document.
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