Home/Proposal Software/PandaDoc
Updated on: September 30, 2022
PandaDoc - Proposal Software
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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
(1,826 Ratings) Write Review

What is PandaDoc and how does it work?

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 Awards

PandaDoc Features Show All Features

PandaDoc Technical details

Support 24/7 (Live rep) Business Hours Online Customer Type Large Enterprises Medium Business Small Business
API Location / Phone Number San Francisco, California
Deployment SaaS/Web/Cloud Mobile - Android Mobile - iOS Official Website https://www.pandadoc.com/
Category Proposal Software

PandaDoc Pricing

Pricing ModelFree Trial , Freemium , Subscription , Quotation Based
MONTHLY YEARLY
Free eSign
Free

Upload, send for eSignature and collect payment for as many documents as you’d like.

Features

  • Unlimited legally binding eSignatures
  • Unlimited document uploads
  • Payments
  • Mobile app
Essentials
$19 /User/Month
Billed Yearly

Create docs with templates or the built-in editor. Collect eSignatures and track docs in real-time too.

Features

  • Includes features of Free plan, plus
  • Templates
  • Rich media drag and drop document editor
  • Pricing tables
  • Document analytics
  • 24/7 email and chat support
Business
$49 /User/Month
Billed Yearly

Connect your CRM and automate your document workflows from creation to eSignature.

Features

  • Includes features of Essential plan, plus
  • CRM and Zapier integrations
  • Content library
  • Custom branding
  • Approval workflows
  • Forms (New)
  • Bulk send
Enterprise
Custom

For teams that require more capabilities including integrations like Salesforce and API.

Features

  • Includes features of Business plan, plus
  • SSO support and custom user roles
  • Unlimited number of team workspaces
  • Salesforce integration
  • User performance and content reporting
  • API
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Disclaimer: The pricing details were last updated on 25/11/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about PandaDoc pricing.

PandaDoc Alternatives PandaDoc Alternatives

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Conga Contracts
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signNow
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PandaDoc Reviews

OVERALL RATING
4.2
Based on 1,826 Rating(s)
Rating Distribution
  • 84.2 %
  • 12.7 %
  • 1.5 %
  • 0.6 %
  • 1.8 %
SHARE YOUR EXPERIENCE Write a Review
Read All Reviews

Videos on PandaDoc

PandaDoc eSignatures - Built-in secure legally-binding electronic signatures
PandaDoc eSignatures - Built-in secure legally-binding electronic signatures
Sales documents that close - PandaDoc
Automate your sales document workflow with Bulk Send

PandaDoc Screenshots

Bulk Download
Contract Acceptance
Pricing
Bulk Download
Bulk Download
Contract Acceptance
Pricing

PandaDoc Slides

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

PandaDoc FAQs

PandaDoc is Proposal Software. PandaDoc offers the following functionalities:

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

Learn more about PandaDoc features.

Yes, PandaDoc provides API.

Articles on PandaDoc

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Top Software What Are the Top Contract Management Software to Use in 2021? If contract management is done manually, there is a huge margin of errors, and this can hinder the... read more

Customers

Above Green
Above Green
Werfen
Werfen
Impact
Impact
Grow
Grow
Crosscard
Crosscard
Interlace Health
Interlace Health
ACT Holding
ACT Holding
TPD
TPD
Digital Brew
Digital Brew
VerifiedFirst
VerifiedFirst

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Disclaimer

The research is compiled using multiple sources, let us know of any feedback on feedback@saasworthy.com