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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

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

(26-50 of 270)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use PandaDoc to to send lease documents, and other forms of documents that require signatures from tenants or clients. It allows me to be able to have them sign it digitally, rather than having to physically go to each tenant to sign. It saves a lot of time. I strictly send it for documents to be signed, anything to do with real estate management documents, I use PandaDoc to get the signatures needed.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use it to quickly and efficiently build quotes for customers. The business problem the product addresses is having to drag and drop every single customer's contact information/contract number information from Salesforce onto PandaDocs. It does all of that for us within 10 seconds. Sometimes less. Never instantaneously, but more than quickly enough to make it well worth it. We live in a world of instant gratification, so when someone clicks a button these days they expect an immediate result. The scope is massive. We don't quote customers on anything else. And we have a ton of renewals. Thousands a year. Saves a ton of time and I have yet for it to make an error.
Skyler Young | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We needed to decrease the amount of time it takes to create proposals, turn them into contracts, and get deals signed. Pandadoc allows me to create a library of a) content, and b) branded design elements that perfectly match our corporate brand style guide, even including custom fonts. We are able to quickly put together proposals for complex SaaS solutions that are tailored for specific prospects, but pulling from our libraries and end up perfectly branded. In our case, we append plain English agreements to the proposals, matching the brand, allowing us to seamlessly move from proposal to contract. Managing signers and getting digital signatures is easy with Pandadoc. The amount of time it takes us to send a new agreement is down from hours to minutes; we are sending and closing deals so much faster with Pandadoc.
June 21, 2023

Why I use PandaDoc

Score 10 out of 10
Vetted Review
Verified User
Incentivized
I send power of attorney documents and property damage release forms to customers and clients. these forms are used in the purchasing of vehicle that are total losses and getting titles renamed. The releases are so parties can not come back to sue our insured at a later time.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Pandadoc to obtain digital signatures from our clients on legal documents. The system has been excellent so far and has been used widely firm wide on a variety of use cases and legal documents. We never had any issue with the system and it is an efficient platform for us to sign clients remotely the documents that are required to complete their legal matter. We give it a full rating as it is easy to use and easy for our clients to use. It stays out of the way and we can see signatures go in live when we sign together with our clients over webcam. Its a great system.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Pandadoc usually for procuring signatures from internal employees. We have grants that need signed timesheets, so we use it for that. We also use it for internal agreements - for example, acknowledgment of a new policy or confirmation of receipt for technology. Every once in awhile, we will use it for external stakeholders.
Score 8 out of 10
Vetted Review
Verified User
We used PandaDoc to send out quotes to potential clients as well as the onboarding process. Clients need to submit information to us in a specific format, which this software allows us to do and validate. Finally, it has clear indication of which parties filled out which information. We use it daily.
James Randall | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use PandaDoc to send engagement letters to clients for review and signature. We also use it for internal documents that need signing remotely. We needed a solution that was better than printing, wet signing, scanning and then sending back documents. It also negates the need to have all parties present in one location.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Pandadoc for quoting and invoicing. It integrates well with our Hubspot software so it pulls across all contact and business data and puts it straight on the quote. This saves a lot of time compared to our old process where we had to prepare each quote from scratch.
February 22, 2023

Price is GREAT!!

Keisha Pittman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
my self and my team use this to send out contracts to get electronic signatures.

We had a problem with people not able to use our old electronic contract. It was not user friendly and it was held on our website, people were unable to find it. We are also located really far away from some of our customers that are not able to come into our office to sign documents. This product has made our life and our customers life a lot easier.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use pandadoc to send order forms to customers to sign. In the past we sent them to customers and they would have to print them out, sign, and then scan back to us. Pandadoc does this all in just a few clicks of your mouse. This has helped to increase the amout of order forms signed.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use PandaDoc to create sales proposals, MSAs, NDAs, and employee agreements.

The forms feature makes it very easy for someone to request an NDA with us and for agreements that new hires or contractors need to sign.

The content library and conditional content make customizing sales proposals very easy.
Score 9 out of 10
Vetted Review
Verified User
We use PandaDoc to onboard tenants, allowing them to read, digest and retain a copy of the agreement. The software has enabled us to do so remotely which has been pivotal during the pandemic, allowing work to continue whilst saving time by generating legally binding electronic copies in real time, removing the need for additional work and filing, thus permitting us to further reduce carbon emissions by eliminating unnecessary commuting, meetings, printing, etc as well as reducing the inherent costs. Most importantly, documents are available 24/7, facilitating access to all parties at convenient times eliminating the logistical constraints we faced previously, thereby ensuring we are compliant at all stages of the process as timestamped logs are available within the dashboard and completed documents emailed to all parties. Our organisation currently uses PandaDoc for Tenancy Agreements, Standing Orders, Notices and forms.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are able to integrate with Salesforce in order to generate proposals and contracts easily and effectively. We send for internal approval and maintain accountability to the document throughout the process. From creation to complete the process is simple and effective to maintain the level of success we need within our organization.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It helps us accelerate our closing cycles and streamline our accounting process. Being able to customize our contracts has been great. Beyond signatures, it has allowed us to get accurate data for account management. We keep POCs, account information flowing straight from Panda Doc into our system. We have integrated Panda Doc into our CRM system (Hubspot).
Ali Berger | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use PandaDocs to send out proposals and contracts. I had used PandaDocs at another organization and valued the efficiency of sending a contract with a proposal. This increased their close rate and created a better user experience. Since deploying PandaDocs at our company, we've sent out proposals and contracts with greater ease. We're also able to have a better insight into buyer behavior as we can see when they view the contract, what pages they've spent the most time on and how quickly they view/sign.
David Beaulieu | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use PandaDoc for sending customized contract proposals, B2B contracts, and contracts to contractors who work for us. Using PandaDoc solves common problems such as missed signatures and initials on contracts since the system prompts the signer where each date, initial, and signature is required.
Aviva Rosman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
PandaDoc makes it easy to use to templatize proposals and contracts so that we can quickly send out documents to customers tailored to their use case but using a mix of standard elements and variables. It also allows us to track who had opened and read the documents, which can be valuable to understanding a deal.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use PandaDoc in our organization for all of our contracts and proposals. With version two, it's much easier to create attractive proposals and agreements that are very useful for both us and the customer. It also offers a legal digital signature for contracts, similar to DocuSign, adobe sign, etc.
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