PandaDoc

PandaDoc

Customer Verified
Top Rated
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Score 8.8 out of 100
Top Rated
PandaDoc

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

Pandadoc is the best software for us after we leave DocuSign. The template design is easy to use for us. We can use redlining if we want to change any particular para and we will get a notification if any change is made by any other user for that document we can sign it by even mobile so it's …
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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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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

User 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 Integrations

PandaDoc Competitors

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 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

(1-19 of 19)
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Score 7 out of 10
Vetted Review
Verified User
The vendor was easy to work with after the sale once we got the onboarding and implementation completed. They have made the process simple for every one of our team members no matter their roles or responsibilities. I have helped to onboard and train a number of teammates and everyone picks it up quickly without issue.
Score 7 out of 10
Vetted Review
Verified User
I don't really know what I should be rating this question right here on how easy it was to work with the vendor after the sale. We didn't have a ton of interaction. It was mostly just a lot of info up front. They created some templates for us to use that we didn't like. And then I just had at the software myself after that.
Brock Bruce | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Fairly easy, but we have been using them for the last 6 years. They have gotten bigger and have not had much need to work with them much since our original start.
March 16, 2021

PandaDocs Rocks

Score 7 out of 10
Vetted Review
Verified User
I've had minimal interactions with PandaDoc after the sale in terms of talking to sales or support people, which is a very good thing in my book. I have not had any issues or needed to follow-up with them for any reason. The system has been reliable and works well for us!
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