About PandaDoc
PandaDoc is an all-in-one tool to create, edit, send, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking and error-free proposals, quotes, and contracts with PandaDoc. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live-human support. The average PandaDoc user creates and sends a document in under 4 minutes and sees a 20% increase in closed rates. Join 50,000+ businesses that automate document workflows, speed up the pipeline, and win more deals with PandaDoc!
Pricing starting from:
US$19.00/month
- Free Version
- Free Trial
- Subscription
Key benefits of PandaDoc
Faster docs. Faster deals.
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.
Don't just engage, make it engaging
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.
Stay ahead by always knowing where you stand.
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.
Create Documents in Minutes
Quickly create proposals, quotes, and contracts from pre-built templates, content from marketing, and customer data from your CRM. Gain access to a library of 750+ templates that ready to go.
Momentum happens when your workflow works for you
Centralize communications, streamline the negotiation process, and make revisions in real-time in a single location.
Enjoy Seamless Integrations
Simplify processes and increase efficiencies across your entire organization when you integrate your existing CRM, payment, and file storage apps into a unified workflow. Integrations available with all common CRMs.
Content Management and Organization
Distribute your content by teams, departments, projects, or specific groups of people with our workspaces feature. You can even organize your content by folders or with tags.
Configure Price Quote
Our platform includes robust CPQ functionality. Include dynamic pricing tables inside of your documents and auto calculate discounts, taxes, and margins with little effort.
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Pricing starting from:
US$19.00/month
- Free Version
- Free Trial
- Subscription
Images
Features
Total features of PandaDoc: 132
Alternatives
Foxit eSign
Conga Document Generation
Bidsketch
Docupilot
Reviews
Already have PandaDoc?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Business Supplies & Equipment
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Great tool for sending personalized contracts in minutes
Reviewed on 04/11/2022
I use PandaDoc for creating business proposals for my clients. I like that my proposal documents...
I use PandaDoc for creating business proposals for my clients. I like that my proposal documents look professional and are full of interesting and clickable content such as Youtube videos, external links, etc.
Pros
The integration of PandaDoc with Hubspot is fantastic in my opinion. Because this integration pulls data from all of my customers' Hubspot accounts onto the document that I'm working on, I can quickly and easily customize the client contracts that I use. It significantly simplifies the process of sending files.
Cons
I do not like the restricted methods in which you can design a personalized proposal document. I find this to be very frustrating. In point of fact, they assert that you may import a Word document, and the software will immediately convert it into a PandaDoc document for you. I gave it a shot, and unfortunately, it did not work in the least. Both the written content and the visuals were jumbled up. In addition to this, you are unable to add custom HTML code, which, in my opinion, should be a feature that they offer.
Alternatives Considered
DocuSignReasons for Choosing PandaDoc
I wanted to further personalize my documents and I feel PandaDoc gives me the most this option.Switched From
DocuSignReasons for Switching to PandaDoc
I wanted to further personalize my documents and I feel PandaDoc gives me the most this option.- Industry: Media Production
- Company size: Self Employed
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best Contract and Signature Software
Reviewed on 22/04/2022
Pandadoc has allowed us to automate our entire proposal process, saving hours per work
Pandadoc has allowed us to automate our entire proposal process, saving hours per work
Pros
The best thing about PandaDoc is connecting it to Zapier and automatically creating customized proposals without lifting a finger. Tracking when recipients view documents, and how long they spend viewing each page are great metrics to have for sales.
Cons
There are a few things I would like to be available with automation through Zapier, although they are possible with API.
Reasons for Choosing PandaDoc
I didn't like the formatting or functionality of QwilrSwitched From
Qwilr- Industry: Marketing & Advertising
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Latest software update is a debacle
Reviewed on 01/06/2022
Customer support is excellent and the agents do everything in their capacity to assist. I give them...
Customer support is excellent and the agents do everything in their capacity to assist. I give them 5 stars. Unfortunately the so called "Customer Success Team" gets 0 stars from me. They are the ones who assist with more complex issues. Unresponsive and unhelpful.
A content library that I built over the course of 2+ years for my business was invaluable and a huge time-saver. PandaDoc just decided to delete it without any notice, or opportunity to back up. My order of quotes is in a mess as they are all dated 22nd May 2022.
Pros
Version 1 was relatively easy to set up and use. I could duplicate documents, build a library of images and commonly used sub-headings and sections, resize images.
In Version 2 it is easier to create tables and page breaks.
Cons
Version 2 was launched without any communication and/or notice. The team decided that it was okay to delete my content library that I had built over the course of 2.5 years. All quotes were automatically updated to a single date. So I am unable to sort quotes and proposals based on newest to oldest. The functionality to resize images is lost. The documents are clunky and useless.
- Industry: Information Services
- Company size: Self Employed
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
PandaDoc review
Reviewed on 16/07/2023
Pros
Overall PandaDoc is a great software tool to have because it helps businesses manage their daily project and tasks.
Cons
PandaDoc is a good software tool to have because it is easy to navigate, it is a good writing tool for writing. Overall, I think it worth the investment.
- Industry: Textiles
- Company size: 2–10 Employees
- Used Daily for Free Trial
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 2.0 /10
Insane product versus obsolete pricing
Reviewed on 22/07/2021
Wonderful product discovering, harsh disappointment on the pricing model.
Wonderful product discovering, harsh disappointment on the pricing model.
Pros
The visual template editor tool is completely insane; nothing to be compared to other existing SAAS out there. Tested like 7 other tools, really nothing compares.
Cons
The pricing model for the first 2 plans (essential 29$ / business 49$) EXCLUDES THE API ACCESS, that can only be enabled — with extra-charges — with an enterprise plan. The enterprise plan is on-demand quote only, through a useless call with the sale team, and probably very expensive (I did not go through there, not time for useless calls). This is completely insane as of 2021 as it makes Pandadoc both unsuitable for automation workflows in human-sized companies, and inconsistent with its competition and its time. This is 21th century, every SAAS out there has an open API from starter plans, and there's a reason for this : an API is not an "enterprise" nor an "advanced" feature at all; every startup use them be it through code or no-code integrations. This is a pretty ridiculous situation where I love the product, already setup everything working like a charm, want to buy it, but am facing an inconsistent and prohibitive pricing model.
Reasons for Switching to PandaDoc
I did not, because of the prohibitive pricing model. I went with Docupilot which has a waaaaaaaaay less curated product, but a decent (and 2021-ready) pricing modelPandaDoc FAQs
Below are some frequently asked questions for PandaDoc.Q. What type of pricing plans does PandaDoc offer?
PandaDoc offers the following pricing plans:
- Starting from: US$19.00/month View Pricing Plans
- Pricing model: Free Version, Subscription
- Free Trial: Available
Essentials: $19/user/month Business: $49/user/month Enterprise: contact PandaDoc sales team.
Q. Who are the typical users of PandaDoc?
PandaDoc has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does PandaDoc support?
PandaDoc supports the following languages:
Dutch, English, French, German, Polish, Spanish, Swedish
Q. Does PandaDoc support mobile devices?
PandaDoc supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does PandaDoc integrate with?
PandaDoc integrates with the following applications:
Box, Canva, Close, Copper, Dropbox Business, Gmail, Google Drive, HubSpot CRM, Insightly, Make, Microsoft Word, Nimble, Nutshell, PayPal, Pipedrive, QuickBooks Payments, Salesforce Sales Cloud, SalesforceIQ, Salesmate, Slack, Stripe, SugarCRM, Zapier, Zendesk Sell, Zoho CRM, authorize.net, monday.com
Q. What level of support does PandaDoc offer?
PandaDoc offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
Related categories
See all software categories found for PandaDoc.
- Digital Signature Software
- Document Management Software
- Proposal Management Software
- Quoting Software
- Contract Management Software
- Sales Force Automation Software
- Virtual Data Room Software
- Billing and Invoicing Software
- Workflow Management Software
- Sales Enablement Software
- CPQ Software
- Human Resources Software
- Forms Automation Software
- Sales Tracking Software
- RFP Software
