Home/Proposal Software/PandaDoc
Updated on: February 26, 2021
What is PandaDoc ?
PandaDoc - Proposal Software : SaaSworthy.com
View Gallery
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More

PandaDoc

SaaS Product with Built-in Electronic Signatures
(1,571 Ratings) Write Review

PandaDoc is a document builder responsible for workflow management that streamlines and accelerates the user's document processes. It also creates, tracks, and processes documents. The tool offers features under many categories such as proposals, quotes, team management, document access code, content management, branding, tracking, workflow, productivity, etc. The content locking feature of PandaDoc restricts the user's team members from editing a block of content in templates or library items. It integrates with several Customer Relationship Management software that has ERPs. The user can set up new or existing templates and send and e-sign proposals or agreements. The creation and sending of quotes are easy to execute, along with direct workflows. Users can upload the files quickly and send them right away. The transactional documents can be stored as well. The tool can also open discussions with the user's customers, close deals faster, collect payments, organize documents, and much more.

PandaDoc Features Show All Features

PandaDoc Technical details

Support Business Hours Online Customer Type Large Enterprises Medium Business Small Business
API Location / Phone Number San Francisco, CA - 94108 / +1 650-521-9077
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Category Proposal Software

PandaDoc Pricing

Pricing ModelFree Trial , Subscription
Individual
$15 /User/Month

$15 per User per Month billed Annually

$23 per User per Month billed Monthly

Features

  • eSignatures
  • Unlimited templates
  • Real-time tracking
  • Send up to 50 documents
  • 2 users max

All the Plans Includes these Features

  • Online document editor
  • Legally binding eSignatures
  • Audit trail
  • Mobile Application
  • All-in-one solution
  • Customer support
Business
$49 /User/Month

$49 per User per Month billed Annually

$59 per User per Month billed Monthly

Features

  • eSignatures
  • Unlimited documents
  • Approval workflows
  • Content library
  • 1 workspace
  • Standard integrations
  • Includes features of All Plan

Enterprise
Custom

Features

  • Includes features of Business plan, plus
  • Unlimited workspaces
  • Premium integrations
  • Content locking
  • Custom roles
  • Advanced reporting
  • Includes features of All Plan

Contact the vendor to get the latest pricing detail.

API
$375 /Month

$375 per Month billed Annually

Features

  • 250 documents via REST
  • Unlimited templates
  • OAuth 2.0
  • Embedded signing
  • Webhooks
  • eSignatures

Screenshot of the Vendor Pricing Page
View Full Screen

Disclaimer: The pricing details were last updated on 17/01/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

PandaDoc FAQs

PandaDoc is Proposal Software. PandaDoc offers the following functionalities:

  • Access Control
  • Contact Management
  • Alert Notifications
  • Customer Pipeline
  • Customizable Branding
  • e-Signature
  • Approval Workflow
  • Document Library
  • CRM Integration
  • Document Audit Trail
  • Collaborative Editing
  • PDF Export

Learn more about PandaDoc features.

The pricing for PandaDoc starts at $15.00 per user per month. PandaDoc has 3 different plans:

  • Individual at $15.00 per user per month.
  • Business at $49.00 per user per month.
  • API at $375.00 per month.
    • PandaDoc also offers a custom plan based on the customer's request.

      Learn more about PandaDoc pricing.

No, PandaDoc does not offer a free plan.

Learn more about PandaDoc pricing.

Yes, PandaDoc provides API.

Ask the Community View Community

PandaDoc Alternatives PandaDoc Alternatives

95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
HoneyBook
(532 RATINGS)
HoneyBook
HoneyBook helps small business owners make sure nothing falls through the cracks between you and your clients with billing, contracts, conversations, and more...
Visit Website
98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
DocuSign
(6558 RATINGS)
DocuSign
DocuSign enables its users to sign and manage documents and agreements electronically. The software handles the most demanding customer requirements by...
Visit Website
PandaDoc vs DocuSign
87% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Proposify
(634 RATINGS)
Proposify
Proposify is a proposal software that helps its users to create, send, track, and e-sign the winning proposals, agreements, and contracts. The software aims to...
Visit Website
PandaDoc vs Proposify
88% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Adobe Sign
(888 RATINGS)
Adobe Sign
Adobe Sign is a platform that enables its users to sign and track documents electronically to help the business of the user to grow. The software makes it...
Visit Website
PandaDoc vs Adobe Sign
97% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Concord
(221 RATINGS)
Concord
Concord is a cloud-based contract lifecycle management platform that is changing the way the world is creating, negotiating, signing, and managing contracts....
Visit Website
PandaDoc vs Concord
89% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Practice Ignition
(117 RATINGS)
Practice Ignition
Get a perfect view of all your business activities on one single screen with Practice Ignition. Its Business Intelligence dashboards provides you with every...
Visit Website
PandaDoc vs Practice Ignition
85% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Qwilr
(1117 RATINGS)
Qwilr
Qwilr software is a platform used to create interactive experience for prospects. The software offers a simple editor and easy-to-use templates to create...
Visit Website
PandaDoc vs Qwilr
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Recapped.io
(89 RATINGS)
Recapped.io
Recapped.io is a sales cycle management software that helps organizations carry out collaborative action plans and close more deals. Users can replace their...
Visit Website
PandaDoc vs Recapped.io
84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Better Proposals
(116 RATINGS)
Better Proposals
Better Proposals help you create your proposals faster, make them look more professional, and gives you all the tools you need to win the job as quickly as...
Visit Website
PandaDoc vs Better Proposals
82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Quotient
(147 RATINGS)
Quotient
Quotient software is a platform used to manage Quotes to build customer experience. Manage Optional and Multiple Choice Items with automated reminder and...
Visit Website
PandaDoc vs Quotient
80% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
ClientPoint
(347 RATINGS)
ClientPoint
ClientPoint's software makes it simple to create, send, track, and manage digital proposals. ClientPoint’s intuitive selling and closing platform powerfully...
Visit Website
PandaDoc vs ClientPoint

PandaDoc Reviews

OVERALL RATING
4.3
Based on 1,571 Rating(s)
Rating Distribution
  • 74.6 %
  • 20.3 %
  • 2.6 %
  • 0.4 %
  • 2.1 %
SHARE YOUR EXPERIENCE Write a Review
Sort By
Filter by Source
Michele MSource : g2crowd.com
(Reviewed on 16 September 2020)
"Online business at its best!"

What do you like best?

PandaDoc gives me the advantage of closing deals online because I can have my clients sign with the electronic signature function. The interface is very nice, and I'm happy to be able to work with a tidy platform. There is a free version to see what the software is all about.

What do you dislike?

I don't like images to have problems when saving them to PDF.

Recommendations to others considering the product:

The program is great, it has many solid features to be considered an indispensable program in any type of company. It is free, but the paid version is much better. You can increase sales and customers will be happy with the process.

What problems are you solving with the product? What benefits have you realized?

Our organization has benefited from the conclusion of contracts, business and increased sales with PandaDoc. It is satisfying to be able to conduct business online securely and with all the minimum parameters of a contract.

...more
User in Computer SoftwareSource : g2crowd.com
(Reviewed on 15 September 2020)
"Sales executive- management"

What do you like best?

How easy it is to setup a proposal and a contract! It help our sales team!

What do you dislike?

The time line it takes to streamline a proposal can lag at times!

Recommendations to others considering the product:

I highly recommend this software!

What problems are you solving with the product? What benefits have you realized?

To create proposals and streamline them in a fast paced setting making it easier for our sales team

...more
Carlos MSource : g2crowd.com
(Reviewed on 04 September 2020)
"Accelerate all your proposals and sales with PandaDoc."

What do you like best?

The creation of templates through PandaDoc simplifies the creation of traditional proposals and accelerates interaction with clients. Everything is made very easy and the submission process is totally fast. The electronic signature tool works very well. The editor is always being updated, which is very important.

What do you dislike?

All the functions of the PandaDoc editor work excellently, there are only a few that need time to be fully utilized.

Recommendations to others considering the product:

PandaDoc is a tool for having proposals and templates for each service ready to be sent to your clients. It helps you share and deliver contracts easily and allows the whole team to collaborate in the drafting, approval and execution of contracts. In addition, the technical support works very well.

What problems are you solving with the product? What benefits have you realized?

In our organization with PandaDoc it is not necessary to create physical proposals or contracts, increasing our productivity and speeding up the process with electronic signatures. Each of our services has its own template ready to be sent to clients. We send the proposals and they are signed electronically, which has helped us save a huge amount of time and resources.

...more
Luis Carlos BSource : g2crowd.com
(Reviewed on 03 September 2020)
"Very good esign platform"

What do you like best?

The free version is enough for a lot of features, is simple and easy to use.

What do you dislike?

There is no trash can, to recover deleted files you must to talk to support and they help.

Recommendations to others considering the product:

Requires a change in the mindset of the people, work on it

What problems are you solving with the product? What benefits have you realized?

Multi signer was a week job, has become a 5 finutes job.

...more
Julie VSource : g2crowd.com
(Reviewed on 11 August 2020)
"Very customerfriendly"

What do you like best?

I love how easy it is for the signer to sign a document. PandaDoc helps us to be more customerfriendly. It also has a lot of nice features, even in the free version such as placeholder to let them fill in information.

What do you dislike?

If you have the free version of PandaDoc, creating the documents takes some time. For example, on most documents I need initials on every page. This means I have to drag and drop 'initials' on every page again. It would be a nice to feature to be able to drop initials on every page at once.

What problems are you solving with the product? What benefits have you realized?

I've solved the problem of printing, signing and scanning. This is a long and useless process that is overcome with PandaDoc. The threshold to sign is way lower with PandaDoc.

...more
Executive Sponsor in Events ServicesSource : g2crowd.com
(Reviewed on 05 August 2020)
"A great document system"

What do you like best?

Templates, images, layout, publishing, digital signature

What do you dislike?

Not much Not much

What problems are you solving with the product? What benefits have you realized?

Saving time, ensuring consistency, getting signatures to verify our offering

...more
Administrator in Computer SoftwareSource : g2crowd.com
(Reviewed on 02 August 2020)
"PandaDoc is easy to use"

What do you like best?

It integrates with Google Drive seamlessly

What do you dislike?

Repetitive tasks are difficult to complete using the Free version.

Recommendations to others considering the product:

Consider investing in the paid version if you have more than 5 docs per month.

What problems are you solving with the product? What benefits have you realized?

Sending out offer letters and other basic docs are very easy.

...more
Linda DSource : g2crowd.com
(Reviewed on 29 July 2020)
"Keeps me on task!"

What do you like best?

This is so simple to use and the integration, communication and tracking work seamlessly to ensure I stay on top of my proposals and sales.

What do you dislike?

I wish I had the ability to modify ALL the fonts (color, size, etc.); however, I am unable to do this with the Section headers.

Recommendations to others considering the product:

Affordable, easy to use, and continuously upgrading...you cannot go wrong!

What problems are you solving with the product? What benefits have you realized?

I needed an affordable way to generate and track my proposals. I love having everything accessible to me while I am on the road - it saves so much frustration! I am able to strike while the proverbial sales iron is hot!

...more
Administrator in Education ManagementSource : g2crowd.com
(Reviewed on 28 July 2020)
"Great esignature program"

What do you like best?

Ease of use, tracking of signature process

What do you dislike?

slow speed of duplicating and moving signatures. Sending the email from Panda doesn't also keep it out of spam.

Recommendations to others considering the product:

Great alternative to more expensive options

What problems are you solving with the product? What benefits have you realized?

School closed for students and parents. This allows me to send contracts and get them signed quickly. Allows parents to travel and complete.

...more
Marcus JSource : g2crowd.com
(Reviewed on 27 July 2020)
"PandaDoc is great and easy to use"

What do you like best?

The templates are very easy to create and reuse. Then we just create all of our documents off of one or two of those templates.

What do you dislike?

Honestly, not much. We haven't set up the connection to Hubspot so that would be nice but the workflow and how things are done in PandaDoc is great. The only thing I can bring up is that there have been a couple of instances where the contract from PandaDoc went to a customer's spam folder, that was probably something on their end though, and not to do with PandaDoc.

What problems are you solving with the product? What benefits have you realized?

We send our sales contracts through PandaDoc. It makes the process of getting a contract signed very easy for the customer, so far we haven't had any issues with customers having questions about how to do it or anything like that.

...more
Read All Reviews

Videos on PandaDoc

The Future of Documents - PandaDoc
The Future of Documents - PandaDoc
PandaDoc eSignatures - Built-in secure legally-binding electronic signatures
Automate your sales document workflow with Bulk Send

PandaDoc Screenshots

screenshots
screenshots
screenshots
screenshots
screenshots
PandaDoc screenshot
Proposals
PandaDoc screenshot
PandaDoc screenshot
PandaDoc screenshot
PandaDoc screenshot
Contracts
Signatures
Quotes
PandaDoc Screenshots
PandaDoc Screenshots
PandaDoc Screenshots
PandaDoc Screenshots
PandaDoc Screenshots
PandaDoc Screenshots
screenshots
screenshots
screenshots
screenshots
screenshots
screenshots
PandaDoc screenshot
Proposals
PandaDoc screenshot
PandaDoc screenshot
PandaDoc screenshot
PandaDoc screenshot
Contracts
Signatures
Quotes
PandaDoc Screenshots
PandaDoc Screenshots
PandaDoc Screenshots
PandaDoc Screenshots
PandaDoc Screenshots
PandaDoc Screenshots

PandaDoc Slides

5 prescriptions to close deals faster
From chaos to clarity: Creating an organized sales team