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.
The Ease of PandaDoc
PandaDoc is easy to use and you'll find that out too!
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Graduate…
PandaDoc is all you need for effective contract management
PandaDoc is best for esign
Why I Use Pandadoc for All My Proposals
PandaDoc is saving the bamboo!
Navigating the Document Jungle with Ease
PandaDocs improves Sales workflow
Excellent App to Digital Sign
Exeding expectations. Life is easier this way
PandaDoc - One of the best e-Sign software you can trust upon.
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Panda Doc is great
Panda doc makes it easier to sign on new clients abroad quickly with …
PandaDoc has been a Game Changer for Our Company!
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
Video Reviews
2 videos
Pricing
Essentials
$19
Business
$49
Enterprise
Contact sales team
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Best integrations for PandaDoc (for beginners)
Sending & tracking documents in PandaDoc (for beginners)
How to create pricing tables with PandaDoc (for beginners)
How to edit a PandaDoc template (for beginners)
How to create a PandaDoc template (for beginners)
How to eSign with PandaDoc (for beginners)
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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
PandaDoc Videos
PandaDoc Integrations
PandaDoc Competitors
PandaDoc Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(469)Attribute Ratings
- 9Likelihood to Renew18 ratings
- 9.1Availability4 ratings
- 9.6Performance21 ratings
- 8Usability23 ratings
- 5.2Support Rating23 ratings
- 6.3Implementation Rating4 ratings
- 2.8Configurability3 ratings
- 8.6Product Scalability4 ratings
- 9Ease of integration20 ratings
- 6.7Vendor pre-sale4 ratings
- 9.9Vendor post-sale20 ratings
- 8.9PandaDoc Document Creation243 ratings
- 9.3PandaDoc Professional Quality244 ratings
Reviews
(1-4 of 4)Works Great for all businesses
- 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
- 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
- New User Forms
- Internal Company legal documents
- Trade Reference Requests
- 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
- Don't know
- NA
- No Training
- Sending documents
- reviewing documents
- downloading documents
- alignment
- workflows
- Just Salesforce for now
- Not Sure
- Unsure
Occasionally glitchy, but I like it!
- 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.
- 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
- 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
- Sales Proposals
- SubContactor Agreements
- Statement of Work Agreements
- Human Resource documentation
- Not sure
- Product Features
- Product Usability
- Prior Experience with the Product
- Implemented in-house
- Not sure
- Not sure
- Not sure
- No Training
- Creating Templates
- The e signature feature
- Adding contacts and sending documents
- Integrating images
- None
- Not sure
- File import/export
- N/A
- N/A
Our favorite tool by far
- 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.
- Time saved creating documents
- Tracking
- To create NDA's
- Creating quotes
- Making sure customer open proposals
- n/a
- Product Features
- Product Usability
- Product Reputation
- Third-party Reviews
- Implemented in-house
- Normal learning curve
- no training
- Sending proposals
- Sending service agreements
- None really.
- Pipedrive
- Slack
- n/a
- API (e.g. SOAP or REST)
- n/a
- n/a
Close more sales, faster
- Ease of use
- Collaborative within users
- Search
- Version control
- Customer experience
- Employee efficiency
- send proposals
- send agreements
- do presentations
- Automate the sales process even further
- Integrate it with NetSuite
- Product Features
- Product Usability
- Prior Experience with the Product
- Implemented in-house
- none
- no training
- not one in particular
- Search
- Undo
- NetSuite
- Gmail
- gmail
- netsuite
- File import/export
- Javascript widgets
- Search
- Search