About PandaDoc

PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. PandaDoc allows users to choose from a variety of proposal templates, which are free to download and customize. It also provides options to change the language and currency used in documents depending on regional standards. With its collaboration feature, various teams can collaborate on a single document by commenting and in-activity logging. The built-in e-signature feature allows signers to approve and sign the documents from anywhere anytime. PandaDoc analytics provides real-time statistics regarding who has viewed the proposal, how many times they saw proposal and how much time spent on the proposal. The dashboard provides an overview of proposal performance. PandaDoc comes is available via a subscription-based pricing model on per user basis. It provides integration with Salesforce, HubSpot, SugarCRM, ProsperWorks and many more.
PandaDoc Software - PandaDoc Signature options
PandaDoc Software - PandaDoc Dashboard
PandaDoc Software - PandaDoc Document recipients
PandaDoc Software - PandaDoc Document updates
PandaDoc Software - PandaDoc Drag-and-drop files
PandaDoc Software - PandaDoc Analytics
PandaDoc Software - PandaDoc Signature options - thumbnail
PandaDoc Software - PandaDoc Dashboard - thumbnail
PandaDoc Software - PandaDoc Document recipients - thumbnail
PandaDoc Software - PandaDoc Document updates - thumbnail
PandaDoc Software - PandaDoc Drag-and-drop files - thumbnail
PandaDoc Software - PandaDoc Analytics - thumbnail

PandaDoc pricing

PandaDoc has a free version and offers a free trial. PandaDoc paid version starts at US$19.00/month.

Starting Price:
US$19.00/month See pricing details
Pricing Details:
Free plan Essentials: $19/user/month Business: $49/user/month Enterprise: contact PandaDoc sales team. View our pricing here: https://www.pandadoc.com/pricing/ View Pricing Plans
Free Version:
Yes
Free trial:
Yes

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PandaDoc Reviews

Feature rating

Value for Money
4
Functionality
4
Ease of Use
4.5
Customer Support
4.5
5 reviews of 787 View all reviews
Jesus P. Jesus P.
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
0

5
Reviewed on 18/10/2020

Jumping From RightSignature to PandaDocs

We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back.

We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign.

If you're a small business getting started and need free e-Signing, PandaDoc is a winner.

Pros

They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".

Cons

I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.

Alternatives Considered

signNow

Reasons for Choosing PandaDoc

RightSignature was too expensive for API access.

Switched From

RightSignature

Reasons for Switching to PandaDoc

PandaDoc had a free tier.
Habibah M. Habibah M.
  • Industry: Telecommunications
  • Company size: 1,001-5,000 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 20/05/2021

Good document editor with e-sign feature

I use Pandadoc to create plans and contract agreements. It enables clients to sign digitally and immediately notify me when they see the proposal, which allows me to watch their level of engagement.

Pros

I appreciate the fact that Pandadoc notifies me as prospects see my proposals and enables them to sign digitally without scanning or printing. I like that it allows me to present a pick list to customers, from which they can choose which package or service they want, and it will instantly complete them.

Cons

I am unable to replicate whole sections, just some of the content parts. This is infuriating. That strikes me as a little clumsy from the developer side. The document didn't allow me to write in Landscape mode, so I've been drafting my proposals slides in InDesign and afterwards copying/pasting them as photographs into the document, and this has resulted in some duplication of effort on my side, which is inconvenient given that one of the reasons I choose this software because I need a system to help reduce time wasted on drafting proposals.

Peter H. Peter H.
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

4
Reviewed on 23/11/2021

One of the bets E-signature softwares i demo-ed

Pros

I like the ease of use for our staff and for our clients. Everyone seems to like the software and it just keeps improving. There was one point where we almost stopped using the software because of a bug, but it was fixed and has gone without a hitch since then.

Cons

I wish the software integrated with more payment gateways. Other than that the software has been great

Alternatives Considered

DocuSign, Google Forms, Cognito Forms and Formstack Forms

Reasons for Switching to PandaDoc

We purchased it based off the features and pricing. It seemed to have the best of both worlds when comparing it to other software
Elaine L. Elaine L.
  • Industry: Individual & Family Services
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
3
Features
3
Ease of Use
2
Customer Support
4

2
Reviewed on 18/03/2021

Does the job but improvements needed

Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features.

Pros

Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.

Cons

No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.

Halimatun Z. Halimatun Z.
  • Industry: Accounting
  • Company size: 1,001-5,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
5
Ease of Use
5
Customer Support
0

4
Reviewed on 28/10/2021

Create business document easily

Pros

PandaDoc is mainly focused on preparing business paperwork, such as invoice documents or documents that require signatures, because it has a function that allows you to add an e-signature field. It will enable the paperwork to be totally digital, eliminating any need to print the document. This program is accessible from anywhere as long as you have an internet connection, making it ideal for people who alternate between working remotely and from the workplace.

Cons

The new upgrades were a little challenging to adjust to. With the previous version, we could attach PDF files straight into the contract and have them seem like part of a contract. As a result, they can only be uploaded as an attachment, which means they're more likely to be overlooked in the process. This situation has resulted in additional methods for us, lengthening the time required to provide them to our clients.

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