PandaDoc

PandaDoc

Customer Verified
Top Rated
Score 8.8 out of 10
Top Rated
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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How PandaDoc Differs From Its Competitors

Streamlining Communication

Real-time notifications throughout the approval process from internal approvals to the document being signed and countersigned have helped create an ease of use that has resonated throughout the organization. From top to bottom it has made the process of creating, approving, and signing documents …
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Non-Selling Uses

We use PandaDoc for all of our internal signed documents by employees such as onboarding, compensation policies, and comp plans. Being able to quickly upload documents and get them signed and filed for our HR and legal teams has helped to streamline the onboarding process and make things much …
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Streamlining Communication

Red linning...no. Our customers cannot explore it and send it back. I'm dealing with a less tech-savvy client base. At times, my clients will forward a contract to their supervisor or CEO and then the system does not work. It has a negative impact on how we are viewed by our clients.
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Streamlining Communication

Realtime notifications have actually helped us better understand our customer behavior. We've been able to understand how a customer feels about the contract before signing to have better conversations around finalizing the contract. This also typically sets the tone for how our working …
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Streamlining Communication

I like the real-time notifications, so I know when my recipient is looking at the document and I get notified quickly when a document has been signed and executed. The eSignature capabilities make getting contracts easier, except for people who still prefer the old-school way to download, print, …
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Streamlining Communication

We have used the tools like red-lining and commenting minimally. We've found that typically lawyers want to red-line and comment on contracts but are most comfortable using Microsoft Word and not PandaDoc. In those instances, we've exported a PandaDoc template and sent to them as Word - …
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Streamlining Communication

Real-time notifications [are] really nice. We can see exactly when the document is viewed, as well as how long and at what pages the customer looked at the most. And eSignatures are a game-changer.
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Streamlining Communication

The eSignature and initials capabilities make getting documents finalized super easy. There is no gray area for completing the document. It's clearly indicated on each page and cannot be confused for anything else. This gives the end users the capability to fix errors or make adjustments on the …
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Streamlining Communication

Where to begin, this truly does streamline processes. Clients can quickly and easily redline and we can approve or comment on their redlines. It is easy and straightforward - even for non-tech savvy people. Realtime notifications are also helpful. Occasionally, I've needed to use to Mobile Version …
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Streamlining Communication

With real-time notifications, we are better able to accurately predict whether or not a volunteer has even viewed the mandatory application. Since we are a child-serving organization, evaluating volunteer motivation is CRUCIAL to the process of enrolling volunteers. Knowing whether or not they are …
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Streamlining Communication

We turn on the option for partners to comment on the document if they need to make changes. Not all our partners take advantage of this feature, but it's been a useful option to keep everything in one place!
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Streamlining Communication

The comment tool was helpful between myself and a colleague collaborating on one document to make changes rather than having to download and send multiple times to incorporate changes that need to be made. eSignature capabilities as I have mentioned before, have been beneficial to the company …
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Streamlining Communication

We don't typically comment with clients a ton during red lining BUT it's become more prevalent and has definitely helped. Especially for other customers who have used PandaDaoc and understand the value it provides.
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Streamlining Communication

I haven't used these features except for the real-time notifications which are super helpful. I can know the moment someone opens the quote and I can see if they have/haven't signed - give me an opportunity to reach out and see what questions they have.
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Streamlining Communication

I was very impressed with the PandaDocs notification system. I thought it was very timely and accurate. The notifications when the receiver viewed the document or completed it was invaluable. I loved the mobile application. Visibility wasn't excellent, but it did give those notifications. It …
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Streamlining Communication

Our organization has been on the upswing in the sales department because of the ability to have the clients electronically sign our quotes and proposals. For the sales staff, it is very important to know when the client views the document and from a management perspective, it’s very important for …
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Streamlining Communication

I can only comment on real-time notifications since I do not use the other capabilities. It has dramatically increased our productivity regarding real-time notifications of when a doc has been viewed. We are able to reach out to the client in real-time and answer any questions or concerns and that …
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Streamlining Communication

The mobile-friendly eSignature feature is a gamechanger - it allows our clients and candidates to sign anywhere, on the go. It's also huge for our company because not all of our candidates have access to a computer.
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Streamlining Communication

While using PandaDoc, the company (and myself) benefitted from the streamlined process of creating, sending, and completing contracts. The tool is very useful as it can be utilized within any web browser, and our team trusted the security behind it. We used all the tools, preloaded templates, …
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Streamlining Communication

We use Inline comments to communicate with our clients: they ask us questions directly about the quote, without having to send us an email. On the other hand, real-time notifications of the opening and revision of the quotes allow us to know how interested the prospects are in our services.
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Streamlining Communication

Love the real-time notifications so I know when my students have viewed the documents and when they have signed. The e-signature capabilities are amazing as most of my students don't have a printer and scanner. PandaDoc makes my life so much easier when requesting docs back
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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

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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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 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 Availability and Vendor post-sale highest, with a score of 9.1.

The most common users of PandaDoc are from Small Businesses (1-50 employees).
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Comparisons

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Reviews

(1-4 of 4)
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Score 10 out of 10
Vetted Review
Verified User
We mostly use it within the sales team. We send the service agreements via PandaDoc as well as a Client Verification Form, payment options, addendums, and exhibits.
  • Ability to provide various options to create documents
  • Ease of use
  • duplicability
  • Customer Service Questions and Answers
  • Pricing for Forms
  • Completed documents page, too much scrolling
It is a great service to get company documents standardized.
  • The most current version is always available which saves time and headaches
  • Clients are able to review and sign electronically
  • Required fields are key as well as signing order
Reusable templates and the content library have really helped to speed up the process of creating documents. We are looking forward to trying an integration this month!
I LOVE real-time communication. It is easy to track where we are in the sales cycle and to know if the client has even looked at the agreement. We can decide to call instead of email if they haven't.
PandaDoc makes the ability for us to provide consistent branding across all documents.
  • New User Forms
  • Internal Company legal documents
  • Trade Reference Requests
eSignatures has been a great resource for collecting personnel signatures for internal employee documents.
Most everything is pretty self-explanatory but there are some features that are a little more complex. It would be nice to be able to link out to a training right where you are trying to implement something and get stuck.
Support has gotten a little better over the past few months but I feel like there is much room for improvement, especially with CS questions. We get a lot of generic answers that do not fit our question and almost never solve the issue.
TBD
Never had any issues with how quickly everything loads and I am thankful for that!
Easy enough to work with from my experience so far.
Currently 4/9 use PandaDoc on a regular basis. Sales and Customer Service use it the most.
4
Someone with a lot of patience and experience builds the templates and documents and the rest of us just use it to send out and review client documents for setup.
  • eSignature via Sales Agreement
  • Adding boxes, drop downs, and check box options for Client set up
  • Viewing status of documents for the sales cycle
  • Payment options
  • Pricing documents
  • Product Documents
Not Sure
I was not involved previously but I would have asked for a little more help in setting up on how to use particular features. We have taught ourselves and had to move backwards several times before moving forward.
  • Don't know
  • NA
I was onboarded after the sale and implementation
  • No Training
No, I would recommend training and even segmented training or step training.
I am still working to figure that out.
I dont but I sure would like some.
No - the product does not support adding custom code
Would love to learn more about this.
No, we do not have too many questions. It is usually a technical issue that occurs that does not get fixed.
Yes
Yes, it was a feature upgrade that only took about a month or two after I added to the current open request.
The initial sale of the Integration between PandaDoc and Salesforce. Just starting this next week so not sure how it will go yet.
  • Sending documents
  • reviewing documents
  • downloading documents
  • alignment
  • workflows
Not sure, just starting next week
None
None
Unknown, I was not involved
Unsure, I was not involved
No
  • Not Sure
  • Unsure
No
Score 9 out of 10
Vetted Review
Verified User
I use PandaDoc for contractor, employee and sales agreements. Within the contractor and employee agreements, there are multiple documents needed and used that required confidentiality and signatures. We use it across all departments. It keeps our document secure and the proper signatures to insure the agreement are obtained.
  • Importing information that is needed in a contract or document
  • Delivering notifications to admin to understand where the recipient is in the process
  • Electronic signatures are easy
  • I like the dashboard where you can see latest things that have happened
  • Sometime the system is glitchy; recipient cannot access some fields at times
  • More definition on what the side bar items mean.
PandaDoc is well suited for contractual agreements where a signature is required. I also use it for collecting confidential information, such as bank deposit information, performance reviews, and sales agreements. PandaDoc keeps these documents secure.
  • We successfully manage Out-of-area and international hiring of contractors
  • We securely manage sensitive employee and other HR documents
  • PandaDoc simplifies our sales document process by providing stored templates
Riafox uses templates for contractor and employee HR. We us the embedded eSignature feature regularly for sales proposals, contracts and other documents requiring a signature.
Riafox has benefitted by PandaDoc communication within our management team. When creating proposals and contracts the private commenting feature is a must! I also like the real-time notifications so that I can see who has viewed my document, who has signed and completed the document.
I have found the look and feel of documents is professional. The document handler allows me to either create my own document or upload a document and make the required edits needed to meet our needs.
  • We have used it to store important documents so that they are available when needed
  • I like the way I can organize documents with folders
  • Capturing things for HR purposes
I have not compared PandaDoc to other document handlers for any reason. I have seen other document handlers in my personal business. The only experience I have with DocuSign is accessing the document and provided a signature.
Riafox has used PandaDoc for Employee Agreements, Employee Handbook, Employee Payment Adjustments, storing W-4 information, offer letter information and direct deposit pay information. We have used it for subtenant contracts and agreements.
As mentioned previously, 90 percent of the time I have been successful with using PandaDocs. Once in a while I run into glitches and have to resend documents.
I have not contacted customer support, but my colleagues have.
The only integration that I have used is uploading document and to make them templates for continued use. I have been able to upload PDF document and images.
Yes the performance is good. I can quickly fill out templates and send them off for review. The pages load quickly as well.
I was not involved in the purchase of PandaDoc. The company had work with the vendor prior to me being hired. PandaDoc was installed and ready to use.
4
Sales Proposals, Statement Of Work documents, Employee document, Sub-contractor documents. Any documentation that we want to require a signature for . I also store previous tax information there as well.
We do not have an internal team that supports PandaDoc.
  • Sales Proposals
  • SubContactor Agreements
  • Statement of Work Agreements
  • Human Resource documentation
  • Not sure
We have been satisfied with PandaDoc and do not anticipate not using it.
Not Sure
  • Product Features
  • Product Usability
  • Prior Experience with the Product
As I was not involved in the purchase process, but I can guess that PandaDoc provided the features needed for our Company. PandaDoc is pretty user friendly and I have attended some webinars.
I was not involved the the purchase process. PandaDoc was purchased prior to my working at Riafox.
  • Implemented in-house
Change management was minimal
  • Not sure
  • Not sure
  • Not sure
Implementation was before the time I was here at Riafox, however, support has been great in assisting to merge spaces and upgrade to 2.0 Editor.
  • No Training
It was pretty easy. I used the help to learn. I would recommend some type of training for ease of use.
I was not involved in the purchase process.
No
I attended a Webinar that was very informative and helpful. I will attend more when they are available.
  • Creating Templates
  • The e signature feature
  • Adding contacts and sending documents
  • Integrating images
No
I agree. We have created folders for multiple departments and have been successful with the usage.
I don't think I've ever had a time when I could not access PandaDoc.
  • None
None
  • Not sure
Not sure
  • File import/export
Just understanding how the integration works .
Creating contracts and sending them to potential clients is easy. Documents are easy to manage.
No
No I just imported document from drive, downloads and google docs.
No
  • N/A
  • N/A
No
No
Score 10 out of 10
Vetted Review
Verified User
It is being used for sales and billing purposes. We send quotes and service agreements with it. It addresses the problems we had in regards to making sure our customers receive our proposals, contracts and invoices. It has been very useful in keeping track of what parts our customers actually read and how much time they spend on each section. It also serves as an ''all inclusive'' sales and administration tool. We could not operate without it!
  • Proposals
  • Service Agreements
  • When using with Pipedrive, it overshadows the other page and we can't see information in our CRM when the proposal is opened without closing the app.
  • If you move your mouse off screen in certain text boxes, it closes the page altogether.
We cannot imagine working without PandaDoc anymore. Everything from proposals to service agreements to invoices. Even NDAs!
  • Time saved creating documents
  • Tracking
It's seriously the best tool we've ever used.
Real time notifications and electronic signatures have been an outstanding addition!
It looks very professional, streamlined and we can customize everything.
  • To create NDA's
We use both Yesware for email tracking and PandaDoc for everything proposal and quote related.
We only use PandaDoc for sales and invoicing at the moment.
Very user friendly and modifiable if needed.
Support has been fast and effective, using the integrated support chat feature.
Very easy and simple.
Performance is very solid, though sometimes it is a bit slow to load. This is probably due to the amount of customizable fields that we added on our end.
For the very few times we had to contact them, the support team was quick and efficient.
4
Sales manager, project manager, general manager and coordination team
3
Need to create templates, update products and catalogs. Three of us (myself, project manager and general manager) handle these aspects
  • Creating quotes
  • Making sure customer open proposals
  • n/a
We cannot imagine working without it
No
  • Product Features
  • Product Usability
  • Product Reputation
  • Third-party Reviews
We needed something that was affordable, easy to use and insightful. PandaDoc does all of the above.
We wouldn't change a thing
  • Implemented in-house
No
Change management was minimal
  • Normal learning curve
Very easy, web based tool that requires little to no technical knowledge.
  • no training
Very easy to learn. My colleague got the hang of it instantly and passed on his knowledge to me. Everything else was pretty much learned by using it and I only had to contact the PandaDoc support team once since the beginning. Since everything is customizable, you can get around easily.
Everything is fully customizable to our liking and configurations are easy to change.
I suggest using the app regularly and trying stuff out. Trial and error has been the best way to learn for us.
Yes - we have customized the interface extensively
We customized the interface so we could make it look unique and exclusive to your company. With great results!
No - we have not done any custom code
We haven't done any additional configuration or customization besides what was previously mentioned.
No
No
Initially, there were problems when we would make a mistake in the credentials of the people we were sending our proposals to. For example typos in the email address, missing letters in names, etc. I wrote to the support team and got a very quick response regarding the issue. It has been addressed and we can now modify the names of the people without having to restart the document.
  • Sending proposals
  • Sending service agreements
  • None really.
It's fully scalable as we have been using it more and more for complex documents and onboarding procedures.
We haven't had any real issues regarding downtime as of yet.
  • Pipedrive
  • Slack
Integrating with Pipedrive and Slack has been very simple and has changed how we work. It's a huge productivity enhancer.
  • n/a
No, we've already integrated with everything we needed to.
  • API (e.g. SOAP or REST)
Nothing else you've missed.
Don't be afraid to contact their support team if you need help. They are quick and courteous.
Very simple to work with and always available.
We didn't negotiate per se. Pricing is fair and support is very good. Well worth the asking price.
No, they do a great job as is. Wouldn't change a thing.
No
  • n/a
  • n/a
No
No
January 17, 2020

Close more sales, faster

Score 10 out of 10
Vetted Review
Verified User
We use PandaDoc to send proposals and contracts to our customers. It's easy to set up and we use the templates to generate collaborative documents. We receive an electronic signature in a very easy way.
  • Ease of use
  • Collaborative within users
  • Search
  • Version control
Sales proposals and all purpose agreements or contracts.
  • Customer experience
  • Employee efficiency
We use templates and the content library. We haven't used integrations or automated workflows, but are planning to.
First of all we started tracking the contracts for optimization, at one point we used to put pricing and signature at the very end. Due to metrics analysis we placed these on the very top now, and conversions have rocketed.
It's more focused for sales.
10
Collaborative and drag and drop
2
Non tech skills
  • send proposals
  • send agreements
  • do presentations
  • Automate the sales process even further
  • Integrate it with NetSuite
It simply works and solves a problem
Yes
Docusign
  • Product Features
  • Product Usability
  • Prior Experience with the Product
The ease of use
not much
  • Implemented in-house
No
Change management was minimal
  • none
good and straight forward
  • no training
yes, intuitive and good online support
I would like more integrations
no
No - there is no facility to customize the interface
No - the product does not support adding custom code
no thank you
Never had a big issue that I couldn't resolve myself
  • not one in particular
  • Search
  • Undo
Yes, but I don't use it
I think is good, but can be better
It's scalable
It is available
Its good
  • NetSuite
  • Gmail
  • gmail
  • netsuite
  • File import/export
  • Javascript widgets
Integration is a must
Not specific
no
  • Search
  • Search
Yes
We use paid
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