PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.
$19
per user/per month
Pricing
PandaDoc
Editions & Modules
Essentials
$19
per user/per month
Business
$49
per user/per month
Enterprise
Contact sales team
Offerings
Pricing Offerings
PandaDoc
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes
Entry-level Setup Fee
Optional
Additional Details
PandaDoc offers a free eSign plan and 3 paid packages for eSigning and document automation starting at $19 per month per user. All plans include unlimited documents and eSignatures. Evaluations start with a free 14-day trial.
We used Dropbox back when it was still HelloSign. At the time, new templates were very hard to create. We had to upload a PDF and then add the fields from there. With PandaDoc, we are able to drag and drop the text, images, logos, and fields we need easily. This has saved our …
PandaDoc and DocuSign are very similar in functionality and design, but I prefer to use PandaDoc's interface. It is so easy to use and I prefer PandaDoc's interface and UI. It feels a little cleaner and a little more professional to me when compared with DocuSign's interface …
To be able to block certain fields within templates and contracts, so that the commercial team can negotiate the rest and adapt them but cannot change those purely legal clauses that should not be negotiated or changed without the approval of the legal department. I also find …
We briefly used Proposify, and it had some nice options for creating more ascetically pleasing proposals and contracts. However, it was far more time-consuming, and any gain in asceticism did not outweigh the significant loss in efficiency, simplicity, and reliability of using …
Conga was difficult to build template contracts and not as simple to set up templates, etc., for our sales contracts as Pandadoc has been (simple drag-and-drop in Pandadoc). The automation and integration between our Salesforce and Conga accounts were not working correctly, so …
We chose PandaDoc for its ease of use and tools that allow a professional feel. The convenience for our clients to review and sign agreements also helped us make the decision to go with PandaDoc.
We looked at DocuSign before PandaDocs, and while they are a well-known and good product, we felt their basic content was lacking compared to PandaDoc. We felt we got more bang for our buck, and the navigation seemed better. Plus, we get a dedicated rep with PandaDoc.
We still use Quickbooks for invoicing but are looking into other products that integrate with PD better than Quickbooks. That way we can quote and invoice from PD.
It is so easy to create templates and then send them as documents for signature. It's helpful that our whole team can see the documents so that we all know what still needs to be sent. We use the HubSpot integration which is helpful, but it could use some additional development
The reason I gave it a rating of 7 is because it's probable, but not for sure. This is because there are a few little things we don't love about pandadoc. Mostly that there is not conditional logic such as: they must either fill this field out OR this one. Also it's a little pricey. But we'll probably stay because it's good enough and a pain to switch to something new
Once you get the hang of it, it's very easy to use. There can be a slightly steep learning curve to get fully in on the system. The new editor v2 has really improved usability and allows us to collaborate on documents simultaneously. Once the templates and library items are set up, a new document, whether it be a sales or HR document, takes very little time to complete.
The documents load quickly for the most part but sometimes if there are larger documents with a high number of variables it could take a bit longer to get the document to show up. Most of the time the document comes on the screen relatively quickly allowing for quick access to documents to be edited and sent out.
Recently I could not upload a pdf to a contract - support was very responsive and easy to work with. They got back to me the next day with an apparent fix - however when I opened the document nothing had changed. I then could not respond to the rep who was helping me because it was a "no-reply address", the problem still has not been solved and we had to make alternate arrangements to get this to the client. Never had it happen before and was only with this one contract.
PandaDoc and DocuSign are very similar in functionality and design, but I prefer to use PandaDoc's interface. It is so easy to use and I prefer PandaDoc's interface and UI. It feels a little cleaner and a little more professional to me when compared with DocuSign's interface and UI design