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PandaDoc

PandaDoc

Starting at $35 per month per seat
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Overview

What is PandaDoc?

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.

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Learn from top reviewers

PandaDoc for Sales Deals

Rating: 8 out of 10
February 27, 2025
IncentivizedVetted ReviewVerified User
I am on the sales team, and we use PandaDoc to create agreements to send to clients so they can sign the terms and pay when a deal closes.
Continue reading
Caroline Lundgren
Account Manager - Sales
Account Executive
Greenshades
PandaDoc2 years of experience

PandaDoc is as cool as a panda bear is, but less endangered

Rating: 10 out of 10
February 20, 2025
IncentivizedVetted ReviewVerified User
We use PandaDoc to create, send, and sign agreements with our customers. It saves us immense amounts of time because we can use templates and customize them for each customer ...
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Samuel Robinson
C-Level Executive - Sales
Director of Partnerships
myQuest
PandaDoc5 years of experience

Make your proposal management process easier for both your company and your clients.

Rating: 6 out of 10
February 20, 2025
IncentivizedVetted ReviewVerified User
We use PandaDoc primarily in proposal management. It really simplifies our proposal management process by allowing us to make the proposals be signed online and tracking the p...
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Verified user
Partner
PandaDoc6 years of experience

PandaDoc is a Game Changer!

Rating: 7 out of 10
February 20, 2025
IncentivizedVetted ReviewVerified User
We use PandaDoc to draft and submit Business Proposals as well as send clients our terms and conditions prior to them signing up with us as customers. The reminder system and ...
Continue reading
Verified user
C-Level Executive
PandaDoc1 year of experience

PandaDoc - the Best E-Signature Solution on the Market.

Rating: 10 out of 10
February 19, 2025
IncentivizedVetted ReviewVerified User
We often need to have clients execute documents - from retainers to settlement agreements. Having clients come into our office simply to sign documents these days is an enormo...
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Phil Goldberg
Professional - Legal
Attorney
Caring Planner
PandaDoc3 years of experience
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Video Reviews

2 videos

View Playlist
Product Review: PandaDoc's Template Editor Keeps Contracts Customized, But Consistent
04:29
PandaDoc Takes Document Management Into Digital Space For Fast Creation & Easy Tracking: User Review
02:30
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Pricing

View all pricing

Starter

$35

Cloud
per month per seat

Business

$65

Cloud
per month per seat

Enterprise

Contact Sales

Cloud

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.pandadoc.com/lp/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $35 per month per seat
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Product Demos

Best integrations for PandaDoc (for beginners)

YouTube

Sending & tracking documents in PandaDoc (for beginners)

YouTube

How to create pricing tables with PandaDoc (for beginners)

YouTube

How to edit a PandaDoc template (for beginners)

YouTube

How to create a PandaDoc template (for beginners)

YouTube

How to eSign with PandaDoc (for beginners)

YouTube
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Product Details

What is PandaDoc?

PandaDoc provides a document workflow automation platform designed to help fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, and contracts. PandaDoc boasts users among more than 50,000 organizations, taking the work out of document workflow.

PandaDoc Screenshots

Screenshot of some of the custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.Screenshot of automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.Screenshot of reporting, with drill down to the deal level with proposals, to pick which deals to include (or exclude).Screenshot of legally binding eSignaturesScreenshot of centralized communications to streamline the negotiation process, and make revisions in real-time in a single location.Screenshot of document analytics that display what’s really happening after documents are sent with real-time reporting on engagement and activity on the documents. This enables teams to respond faster to prospects.Screenshot of the drag-and-drop editor that helps build proposals faster, with a choice of 750+ ready-to-use templates, available at no additional cost. These can be customized with dynamic versions.

PandaDoc Videos

PandaDoc Vs. Other eSign Tools
Whether you are an independent contractor, sole proprietor, small business, medium-sized business, or large enterprise - digital contract management platforms are designed to keep you on schedule with agreements as well as organized should you ever need to refer back to a cont...
 Show More

PandaDoc Integrations

PandaDoc Competitors

PandaDoc Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Frequently Asked Questions

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.

PandaDoc starts at $35.

Google Drive, DocuSign, and Dropbox Sign are common alternatives for PandaDoc.

Reviewers rate Vendor post-sale highest, with a score of 9.8.

The most common users of PandaDoc are from Small Businesses (1-50 employees).
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Comparisons

View all alternatives
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Reviews From Top Reviewers

View all reviews
Companies can't remove reviews or game the system. Here's why
(1-5 of 73)

PandaDoc for Sales Deals

Rating: 8 out of 10
Incentivized
February 27, 2025
Use Cases and Deployment Scope
I am on the sales team, and we use PandaDoc to create agreements to send to clients so they can sign the terms and pay when a deal closes.
Pros
  • create a clear set up for clients to read through and sign documents
  • provide a place where clients can securely pay
  • user friendly for the sales team to create agreements
Cons
  • sometimes it is difficult to edit documents
  • more notifications when documents are sent out, reviewed, etc.
  • ability to edit
Likelihood to Recommend
For the sales team, it is a good resource to use when closing deals. It is a one stop shop for the client to go in, review the quote and terms, and sign and pay within minutes.

PandaDoc is a Game Changer!

Rating: 7 out of 10
Incentivized
February 20, 2025
Verified User
C-Level Executive in Sales
Computer Software Company, 1-10 employees
Vetted Review
Verified User
PandaDoc
1 year of experience
Use Cases and Deployment Scope
We use PandaDoc to draft and submit Business Proposals as well as send clients our terms and conditions prior to them signing up with us as customers. The reminder system and templatization greatly speeds up the drafting and sending of these documents, and the collection of the digital signatures ensures we are compliant legally. This helps us send proposals much faster and easily keep track of the progress and viewing of the documents by our potential clients.
Pros
  • Templatization of different documents
  • Reminder system to remind clients to view and sign documents
  • Easily save different pages as templates to add or remove them from future documents
  • Easily collect signatures from clients and view the progress of all documents in one dashboard.
Cons
  • The design of the documents is a bit limiting when compared to something like word or Google Docs.
  • It's not immediately clear on how to add custom images
  • The learning curve to design documents is steep at first but becomes easy after a couple designs.
Likelihood to Recommend
PandaDoc is well suited for companies that send proposals and terms and conditions to customers for collection of digital signatures. It really helps that you can templatize your documents and have collaborators help you finish the document for you. The dashboard is also a game changer as it gives you one place to view all your active documents and the status of them. You can even use this to collect payments as it integrates with software like QBO.

PandaDoc for SaaS

Rating: 8 out of 10
Incentivized
February 25, 2025
Verified User
C-Level Executive in Finance and Accounting
Marketing & Advertising Company, 11-50 employees
Vetted Review
Verified User
PandaDoc
2 years of experience
Use Cases and Deployment Scope
In our company we use PandaDoc for two purposes: The first is to sign contracts with clients. These contracts usually require signatures of at least four people. On the other hand, we also use it to sign the contracts with employees, the warnings, the agreements we have with them, etc. PandaDoc is the tool we use in general to have legally valid signatures in our company.
Pros
  • Sending options: links, sms and emails
  • Reports on the reading and viewing of the documents
  • Reminders on the documents
Cons
  • Signing in an specific order
  • A paid plan with 10-15 documents monthly, like an entry level plan
  • Alerts on the time happening between each signature
Likelihood to Recommend
creating automatic documents is very easy in the basic plan, I would recomend this to a friend who needs to create and sign more than 30 documents per month.
In the scenario that you need fewer documents, the basic plan is not affordable and I would prefer to use other platforms.
If someone wants to replace DocuSign, I believe PandaDoc has most of the features with an easier setup

Pandadoc has added value to my business but could be improved.

Rating: 8 out of 10
Incentivized
June 05, 2024
NW
Nathan Wheeler
Owner
weCreate llc (Marketing & Advertising, 1-10 employees)
Vetted Review
Verified User
PandaDoc
8 years of experience
View profile
Use Cases and Deployment Scope
I use PandaDoc every day for creating client proposals for services like SEO, website design, and consulting. The program allows me to use my templates to make similar proposals easily.
Pros
  • Replicating exact proposals for new clients.
  • Adding previously created modules to new proposals.
  • Entering information once and having it populated in other relevant places.
Cons
  • Designing proposals for new services has always been more than I could do without help.
  • The proposals often go to clients spam folder.
  • Duplicating a proposal and adding a new client or clearing old client information is not intuitive or easy. Even after replacing the client information, other fields assigned to the old client don't automatically get assigned to the new.
  • When the signer changes, it is difficult to quickly edit without deleting the previous signer and re-adding them as a cc.
Likelihood to Recommend
The same proposal for a new client is a great use case. Adding new features is a pain. It would be nice if you could specify changes to the template when you're making a new proposal. Switching roles and signers on an already-created proposal is complex.

The eSignature & Proposal Software I had been waiting for!

Rating: 8 out of 10
Incentivized
June 07, 2024
CL
Chris Lee
Managing Director
Netcare (Information Technology & Services, 11-50 employees)
Vetted Review
Verified User
PandaDoc
2 years of experience
Use Cases and Deployment Scope
We needed a product to produce professional-looking proposals with digital signature capability. We tried several market-leading products, and PandaDoc was the only one that delivered the features we needed.
Pros
  • Ease of constructing proposals.
  • Digital signing of documents.
  • Professional looking documents.
  • Renewal reminders.
Cons
  • Complex numbered lists.
  • Multi-option solutions in one table.
Likelihood to Recommend
PandaDoc is excellent for compiling customer proposals and external and internal documents or policies that need to be signed. We use it for acceptable use policies, waiver forms, equipment forms, and any document requiring a signature.
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