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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

View all 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
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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

(467)

Attribute Ratings

Reviews

(1-25 of 269)
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March 06, 2024

The Ease of PandaDoc

Score 10 out of 10
Vetted Review
Verified User
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 numbers myself, so it makes for a much quicker turn around. I also love being able to change the expiration date since everyone has different enrollment deadlines! This way, they’ll know when things need to be completed.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
As a Career Advisor I have a number of documents that are forms.
Mock Interview Feedback form for IT and Medical Assisting students
Graduate status form for all students to fill out before graduating
Externship signing pages for employer/Program Director/student to sign
EXIT sheet signatures for six departments
Employer verification form
Graduate employment verification form
Waiver for employment form All of these forms save time and remain uniform making job streamlined.


Roman Gurule | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use PandaDoc for all of our client contracts including the contract and payment integration with Stripe. It allows us to seamlessly interact with clients and eliminates all paper. For the most part we use it on desktop but have used the app to monitor signature and payment status as well as generate simple contracts.
Lonnie Ayers, PMP, CSM, Capt. USAF (IRR) | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use Pandadoc to prepare NDAs, Professional Services Agreements, Master Services Agreements and Statements of Work (SOW). I have used it as well to invoice with and receive payments from clients. It helps me with templates, and as well, it is integrated with Hubspot, my marketing and sales platform, which means I can generate most documents directly from a contact record and it will fill in all the fields I have predefined using tokens.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our company relies heavily on efficient, secure, and user-friendly solutions for sending documents to our clients for signatures, and PandaDoc has consistently exceeded our expectations.What stands out most is the ease of use. The interface is intuitive, making it straightforward to prepare documents for sending and signing. This user-friendly aspect is not just limited to us as senders; our clients frequently commend how simple and hassle-free the signing process is on their end.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The issue was before we used to print to sign the documentation, for customers, new hires even approvals inside of the organization, so now we just built the document that it's necessary to sign and approve and s easy, as select the approvers (to sign) to follow a flow, then with a click on send and the received to review and sign.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I just find it very easy to use. Everything is intuitive and it's where it should be. While trying to operate, buttons are locatable, and the workflow is very fast and simple. Also, it helps our clients to comply almost immediately. In case anything gets "lost", the reminders get in action to make it work. Having folders makes it easier to locate files. Adding signatures and signers is also very easy.
November 29, 2023

I love fuzzy pandas

Tristan Keelan 🏒📊 | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use PandaDoc for my entire sales process starting with NDA's, then proposals, then contracts. It enables me to execute assignment selling that keeps my customers active in the process, while providing them with an easy experience and high quality documents to consider at the various levels of execution.
November 29, 2023

Panda Doc is great

Adam Cannella | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
With online clients, I can't have them sign new agreements in person.

Panda doc makes it easier to sign on new clients abroad quickly with minimal hassle, without having to send an agreement via mail.

It's also great because you get notified if someone has viewed the document and of course signed the document

Twyla Rogers | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
PandaDoc has been a game-changer for us in terms of cost savings. It has all of the same tools as the other companies but at a fraction of the price. We love using it and haven't had any complaints!
Kat Olarte | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
- E-signature tool - Beautiful proposals - Complex quotes - Workflow automation - API for integrations - Salesforce integration - Central repository for documents - Bulk sends (mail merge) - Document analytics - view if proposals were seen by the recipient & tracking of stages for documents - Forms to collect data and export to CSV - Canva design integration - Presentation mode - (like Powerpoint).
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We needed a tool that speed up our document signing process and delivered a smoother customer experience. We evaluated based on the core functionality, integration into our CRM and a system that also enabled the right guard rails to be placed for our Sales team.

Pandadoc solves all of these problems above and also added additional functionality to our tech stack by offering forms and also templates we could use through the Sales process
Score 9 out of 10
Vetted Review
Verified User
Incentivized
PandaDoc was used to send sales quotes. It simplified the process of sending quotes and allowed you to keep track of the quote once it was created. The fact that it's easy to use and very easy to train someone to use is the start of what makes it a good product.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We use PandaDoc to create, submit, and track our contracts and proposals. We needed a way to create templates covering several different use cases, that also tracks the viewing process from start to finish as well as connecting to our CRM. We use PandaDoc very, very frequently. Having living documents with dynamic fields speeds up our process immensely and reduces the bottleneck that commonly comes with monitoring contracts and supporting our clients to sign.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Overall i think Panda Docs is excellent for document collection and onboarding. The process from start to finish is so easy that anyone could pick it up. I would highly recommend them to anyone who has a business that wants to be fast and efficient with everything they do. Panda Docs have saved us so much time and money in our few years we have been using them.
August 17, 2023

Panda Revolution

Jeff Keeney | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Before PandaDoc, we utilized conventional products like DocuSign. As we began to scale our sales team, having a product that wasn’t license or usage restrictive and still allowed on the fly modifications became much more important. Now instead of static contracting, we are able to incorporate, modify and provide incentives and overcome objections, all part of the sales process. This has led to fewer misunderstandings regarding “we owe”, faster turnaround on agreements, more sales, and sped up vendor onboarding with large auto groups.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use PandaDoc to send contracts to my clients. Using PandaDoc makes it very easy for my clients to sign up online. Many clients do not have scanners and printers and do not have the ability to print out, scan and email back contract documents to me. This makes it very simple for my clients to be able to sign online. It is very efficient and allows me to be more productive, make more sales and earn more money.
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.
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