Home/Proposal Software/PandaDoc
Updated on: September 24, 2021

What is PandaDoc ?

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
(1,654 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 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 Category Proposal Software

PandaDoc Pricing

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

Features

  • Unlimited legally binding eSignatures
  • Unlimiteddocumentuploads
  • Payments
  • Unlimited users
Essentials
$19 /User/Month
Billed Yearly

Features

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

Features

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

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 (custom)
Screenshot of the Vendor Pricing Page
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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.

Learn more about PandaDoc pricing.

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
  • Document Analytics
  • Collaborative Editing
  • PDF Export

Learn more about PandaDoc features.

Yes, PandaDoc provides API.

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PandaDoc Reviews

OVERALL RATING
4.1
Based on 1,654 Rating(s)
Rating Distribution
  • 74.2 %
  • 20.2 %
  • 2.6 %
  • 0.5 %
  • 2.5 %
SHARE YOUR EXPERIENCE Write a Review
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Michele  M
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 Software
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 M
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 B
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 V
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 Services
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 Software
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 D
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 Management
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 J
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

Bulk Download
Contract Acceptance
Pricing
Bulk Download
Bulk Download
Contract Acceptance
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PandaDoc Slides

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

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