Logo of PandaDoc

PandaDoc

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Company health

Employee growth
5% decrease in the last year
Web traffic
6% increase in the last quarter
Financing
July 2021 - $51M

Ratings

G2
4.7/5
(2456)
Capterra
4.5/5
(1118)
Glassdoor
3.4/5
(336)

PandaDoc description

PandaDoc is a software platform that helps businesses create, send, track, and e-sign documents like proposals, contracts, and quotes. It aims to simplify and automate the document workflow, reducing busywork and improving productivity. PandaDoc integrates with popular CRM, payment, and collaboration tools, making it a versatile solution for various teams, including sales, HR, and legal. The platform offers features like customizable templates, approval workflows, and analytics to track document performance.


Who is PandaDoc best for

PandaDoc is an ideal solution for sales teams and businesses of all sizes looking to streamline their document workflow. Users praise PandaDoc for its ease of use, customizable templates, and seamless integrations with popular CRM tools like Salesforce and HubSpot. However, some users have reported occasional bugs and limitations with design customization.

  • PandaDoc is a good fit for businesses of all sizes.

  • PandaDoc caters to a wide range of industries, making it a versatile solution for various business needs.


PandaDoc features

Supported

PandaDoc allows users to set up automatic email reminders for signatories.

Supported

PandaDoc allows e-signing documents with various methods and complies with ESIGN and UETA.

Supported

PandaDoc allows specifying the signing order for documents.

Supported

PandaDoc allows for setting up automated approval workflows based on predefined rules.

Supported

PandaDoc integrates with various CRM platforms.

Supported

PandaDoc tracks document access, edits, and e-signatures.

Supported

PandaDoc allows creating and customizing various templates including quotes and orders.

Qualities

We evaluate the sentiment that users express about non-functional aspects of the software

Value and Pricing Transparency

Neutral
+0.12

Customer Service

Strongly positive
+0.78

Ease of Use

Strongly positive
+0.94

Reliability and Performance

Rather positive
+0.65

Ease of Implementation

Rather positive
+0.63

Scalability

Rather positive
+0.6

PandaDoc reviews

We've summarised 3564 PandaDoc reviews (PandaDoc Software Advice reviews, PandaDoc GetApp reviews, PandaDoc Capterra reviews and PandaDoc G2 reviews) and summarised the main points below.

Pros of PandaDoc
  • Easy to use and user-friendly interface
  • Customizable templates and a wide variety of them
  • Seamless integration with other tools like Salesforce and HubSpot
  • Document tracking features, like view notifications, are very helpful
Cons of PandaDoc
  • Occasional bugs and glitches can be frustrating
  • Documents sent through PandaDoc sometimes end up in spam folders
  • Limited design customization options
  • The mobile app has limited functionality

PandaDoc pricing

The commentary is based on 389 reviews from PandaDoc Capterra reviews, PandaDoc G2 reviews and PandaDoc GetApp reviews.

PandaDoc offers a tiered subscription model with options for per-document pricing. A free trial is available for the Starter plan.

Users sentiment

Neutral
+0.11

See the PandaDoc pricing page.

  • PandaDoc has a free trial.

Personal
$10 per user/month

For basic e-signature needs. Includes 5 agreements per month with secure e-sign and a drag-and-drop editor for media-rich documents.

Starter
$19 per user/month

For quickly creating and signing forms and agreements. Includes unlimited document uploads and e-signatures, real-time tracking and notifications, and 24/7 email and chat support.

Business
$49 per user/month

For sales proposals and integrated agreement workflows. Includes custom quotes and sales agreements, CRM integrations, custom branding and content library, deal rooms, approval workflows, web forms, and bulk send.

Enterprise
Custom

For end-to-end document workflows and advanced automations. Includes CPQ, workflow automation, smart content, single sign-on (SSO), team workspaces, notary, and API.


PandaDoc alternatives

  • Logo of Proposify
    pandadoc vs Proposify
    Create, send, and track winning sales proposals with ease.
    Read more
  • Logo of BlueInk
    BlueInk
    Easy e-signatures, reusable templates, fast and affordable.
    Read more
  • Logo of Conga Composer
    Conga Composer
    Generate error-free documents from data, boosting efficiency.
    Read more
  • Logo of CocoSign
    CocoSign
    Easy, secure e-signatures. Fast, legal, and affordable.
    Read more
  • Logo of ClientPoint
    ClientPoint
    Craft winning proposals, track engagement, and close deals faster.
    Read more
  • Logo of BoldSign
    BoldSign
    Fast, secure e-signatures for legally binding documents.
    Read more

PandaDoc FAQ

  • What is PandaDoc and what does PandaDoc do?

    PandaDoc is a software platform designed to streamline how businesses create, send, and manage documents like proposals, contracts, and quotes. It offers e-signatures, customizable templates, and integrations with popular CRM and payment tools. PandaDoc helps automate document workflows, improve productivity, and close deals faster.

  • How does PandaDoc integrate with other tools?

    PandaDoc integrates seamlessly with popular CRM, payment gateways, and collaboration tools, such as Salesforce, HubSpot, and Google Workspace, to streamline workflows and increase productivity.

  • What the main competitors of PandaDoc?

    The main competitors of PandaDoc are Proposify, Adobe Acrobat Sign, and DocuSign. These alternatives offer similar features for creating, sending, and tracking documents, e-signatures, and integrations with other business tools.

  • Is PandaDoc legit?

    PandaDoc is a legitimate and safe software platform. It is known for its user-friendly interface and helpful features like document tracking and customizable templates. PandaDoc is a popular choice for businesses looking to streamline their document workflows.

  • How much does PandaDoc cost?

    PandaDoc's pricing includes a Starter plan at $19/month, a Business plan at $49/month, and an Enterprise plan with custom pricing for larger businesses seeking advanced features.

  • Is PandaDoc customer service good?

    Based on the reviews, PandaDoc customer service is generally considered to be very responsive and helpful. Users praise the support team's knowledge and willingness to assist with issues. However, some users mention occasional slow response times from support.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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