Price

$19

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PandaDoc REVIEW

Document Management Software

7 user reviews
USER SATISFACTION 95%
OUR SCORE 9.2

What is PandaDoc?

PandaDoc is a web-based document management solution that allows users to create, deliver, and share documents online and place their legally binding signatures for faster paperless transactions and processes. It won our Expert’s Choice Award for 2018 as well as the Great User Experience Award for 2018.

The system supports various document forms including PDFs, Docs, and other preexisting digital documents. It works well with quotes, contracts, agreements, and other sales collateral.

The software can be used by any business or organization where document building, sharing and delivery are integral to operation. It is ideal for use by the sales, marketing, finance, legal and operations departments. Likewise, it can greatly help HR executives and training managers who need to control document access by role, create documents for new hires, or track training documents, all from a central dashboard.

The importance of business and productivity solutions like that of PandaDoc’s cannot be understated. All businesses deal with documents, and that means millions of tons of paper are consumed everyday worldwide. You can imagine the number of trees needed for that. PandaDoc is essentially a green solution that supports paperless business. Another thing is the productivity and cost savings that can be gained without physically delivering documents for signature; more so if that document requires several signatures from various persons in different locations.

PandaDoc harnesses cloud technology to facilitate everything document related. You can create contracts, quotes, proposals, HR documents, legal documents and many others. The software comes with dozens of free templates, enabling you to easily create invoices, receipts, quotes, plans, agreements, proposals, and other business documents. You can choose a template from the comprehensive library and customize it with options to change currency, language, and others. You can even put in your own corporate elements to reinforce your branding across all your documents.

The line-up of robust features makes PandaDoc your all around document management platform. Being web-based, it enables concerned individuals to approve and sign documents anywhere at anytime with the built-in electronic signature function. The software is designed with a collaboration feature that allows teams from separate locations to conveniently work together on a particular document by simply logging in and commenting.

With its advance analytics, PandaDoc provides real-time analysis of proposals which comes in handy for your sales or marketing teams. They’ll get to know who has viewed each proposal, how many times the proposal was see, and how much time was spent viewing each proposal page. Such detailed insights empower your sales and management teams to make the right action at the right time, reduce time-to-close periods, and boost your proposal win rates. You can easily view and track proposals at each stage — drafted, sent, viewed, and completed.

Overview of PandaDoc Benefits

Powerful but easy to use document creator

The system comes with templates and preset content blocks to help you speed up the creation of documents. Coupled with a drag-and-drop editor, you can quickly produce all kinds of business documents such as proposals, business plans, contracts, and quotes, among others. What normally takes hours to craft and perfect your documents now only takes minutes. Making your quotes, for instance, becomes simpler, faster, and accurate, saving you precious time and resources. Documents can be personalized and customized to reflect your brand such as adding your corporate logo and colors, or whatever other elements such as images and text. Likewise, you get a secured cloud location that serves as your central repository where you can put all your documents, data and files. Never miss documents you create and easily access them anytime you need them.

eSignatures for faster process

If you have documents with a hierarchy of persons in different places who need to sign them, that will entail a lot of time, effort, and expenses to have the documents physically delivered to the signer and sent back to you. Time is money and the faster you can close and complete the process translates to savings in cost. You can streamline the process with one of PandaDoc’s most useful and appreciated feature (according to many delighted users) – the built-in electronic signature technology. eSignature is legally binding and eliminates the hassle of going through several tools and task just to have documents forwarded, reviewed and signed.

Built for collaboration

Template and content libraries supercharge your sales, marketing, and legal teams to swiftly create proposals and other business documents that are branded, loaded with compelling content, and fully compliant with all legal, pricing and other guidelines/policies of your company. PandaDoc’s in-proposal activity logging and commenting lets you or your teams negotiate terms and pricing as well as work out deals and agreements with your customers, effectively reducing your close time from weeks to hours or minutes. With the collaboration feature, you’ll experience the new normal of having workflows and tasks completed in no time. In fact, it has been found out that companies that use PandaDoc close more business in less time than companies who don’t.

Increased productivity and efficiency

With features intended to create faster sales process – collaboration tools, content libraries, built-in eSignatures and even payment processing – all without sacrificing quality or attention to detail, PandaDoc helps boost productivity significantly. The software’s users have reported on average the following – 100% accuracy, 50% reduction in time per document created, 30% increase in close rates, and 15% increase in value per deal. In addition, high efficiency has been documented since PandaDoc’s web-based solution allows creating, sending, and signing of documents as long as you’re online. In doesn’t matter if you’re at the office, in the field, or at home, you can manage all of your work from an internet connected device. Also, you won’t be bothered working with PDFs, Word files, printers, faxes, scanners, and most of all with paper because all your proposals and documents will be digital, securely done and stored in the cloud.

High-level analytics

The software not only allows you to track where your documents are, it also lets you know what happens to your document when you send or email it to your recipient. PandaDoc gives you real-time analytics every time your recipient opens and completes your documents. Moreover, you can see how much time your recipient spent on each section and page of your document, enabling you to understand how your recipient – whether customer, client, supplier or vendor – reacts with your document. Being able assess their behavior gives you the means to adjust your documents’ contents or design to make it more compelling and agreeable. This is especially useful to sales and marketing teams sending out proposals to prospects. Your team must be able to react quickly and correctly to the behavior of recipients in order to match their needs and preferences, and thus be able to convert them into customers and close more sales. Speed in making modifications to your proposals is vital, and PandaDoc gives you that.

Integrated platform

Nearly two dozen tools and features converge in one powerful, integrated package, making PandaDoc your all-in-one document management platform. Adding to its already comprehensive toolset and giving you extended functionalities, is the software’s ability to integrate with several third-party apps like leading CRM, sales, marketing, accounting, cloud storage, payment gateway, help desk, and other business solutions. You can import crucial data from all these other systems and merge them right into your documents at PandaDoc.

Overview of PandaDoc Features

  • Configure, Price, Quote (CPQ)
  • Cost & Margin Calculation
  • Contract Lifecycle Management
  • Electronic Signatures
  • Payments
  • Multiple Workspaces
  • Roles Management
  • User mManagement
  • Content & Image Libraries
  • Content Locking
  • Branding
  • Approvals
  • Audit Trail
  • Document Builder
  • Document Analytics
  • Document Themes
  • Document Access Code
  • Document Forwarding
  • Document Sender Selection
  • Document Auto Numbering
  • Auto Reminders
  • Expiration
  • Template Embedding
  • Webhooks

What Problems Will PandaDoc Solve?

1. Less time spent on documents.

It’s the end of the day, and Mike has a ton of proposals and contracts he needs to deliver to his prospects and clients. The problem is, his current document workflow means he’ll spend several hours creating them from multiple tools. This time is in addition to his 8+ hour work day.  PandaDoc lets him utilize templates and its drag-and-drop document editor allows him to create his proposals and contracts in half the time.

Feature: Template and content library.

2. Get signatures faster.

Most of the time you still need to download the document, print, physically sign and scan your document back to the person who sent it to you. PandaDoc makes this completely digital. Its built-in eSignatures means you can electronically sign your documents in one tool without using antiquated methods like printing and wasting paper.

Feature: Electronic signature tech

3. Higher close rates.

Many older methods of creating, sending and signing documents mean that your sales cycle can be unnecessarily extended, not to mention the additional time likely needed for potential negotiations. PandaDoc helps you to create, send, track and sign your documents; you are ultimately saving time and shortening your sales cycle thus increasing your close rate.

Feature: Collaboration tools and workflow automation

Awards & Quality Certificates

PandaDoc Position In Our Categories

Position of PandaDoc in our main categories:

50

PandaDoc is one of the top 50 Collaboration Software products

5

PandaDoc is one of the 5 CPQ Software products

3

PandaDoc is one of the top 3 Sales Proposal Automation Software products

50

PandaDoc is one of the 50
Collaboration Software products

5

PandaDoc is one of the 5
CPQ Software products

3

PandaDoc is one of the 3
Sales Proposal Automation Software products


PandaDoc is also listed in the following subcategories:

Category:Position:Category:Position:
Document Management Software#1 E-Signature Software#1
Category:Position:
Document Management Software#1
E-Signature Software#1

Since each enterprise has specific business needs, it is prudent for them to desist from seeking a one-size-fits-all ideal software system. Needless to say, it would be pointless to try to find such a platform even among widely used software solutions. The intelligent thing to do would be to list the various essential aspects that require consideration such as required features, finances, skill levels of employees, company size etc. Then, you should do your groundwork thoroughly. Read some PandaDoc reviews and check out each of the other systems in your shortlist in detail. Such in-depth groundwork can make certain you weed out ill-fitting platforms and select the system that offers all the features you require for business success.

How Much Does PandaDoc Cost?

PandaDoc Pricing Plans:

PandaDoc provides three pricing plans for companies of different sizes. You can check out their free trial version or request a free demo.

Professional (for solo users) – $19 per month/user (billed annually)

  • Up to 5 templates
  • Unlimited docs & eSignatures
  • Document analytics
  • Document builder and editor
  • Custom branding
  • Pricing tables and product catalogs
  • Email support

Business (for SMBs) – $39 per month/user (billed annually)

  • Unlimited templates
  • Unlimited docs & eSignatures
  • Document analytics
  • Document builder and editor
  • Custom branding
  • Pricing tables and product catalogs
  • Email support
  • Phone support
  • Integrations with CRMs and other tools
  • Content library
  • Manager approval workflow
  • Document expiration settings
  • Auto reminders
  • Content conversion assistance*
  • Grand total

Enterprise (for large companies) – By quote

  • Unlimited templates
  • Unlimited docs & eSignatures
  • Document analytics
  • Document builder and editor
  • Custom branding
  • Pricing tables and product catalogs
  • Email support
  • Phone support
  • Integrations with CRMs and other tools
  • Content library
  • Manager approval workflow
  • Document expiration settings
  • Auto reminders
  • Content conversion assistance*
  • Grand total
  • Multiple teams and workspaces
  • Custom roles and granular permissions
  • Content locking
  • Access to PandaDoc API, SDK & webhooks
  • Document embedding option
  • Custom integrations
  • Content usage reporting
  • Premium support
  • Private team training sessions (optional)

User Satisfaction

We realize that when you make a decision to buy Document Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and PandaDoc reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with PandaDoc. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

20

NEGATIVE SOCIAL MENTIONS

1

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Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Annual Subscription
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE
  • LIVE SUPPORT
  • TRAINING

PandaDoc User Reviews

What are PandaDoc pricing details?

PandaDoc Pricing Plans:

PandaDoc provides three pricing plans for companies of different sizes. You can check out their free trial version or request a free demo.

Professional (for solo users) – $19 per month/user (billed annually)

  • Up to 5 templates
  • Unlimited docs & eSignatures
  • Document analytics
  • Document builder and editor
  • Custom branding
  • Pricing tables and product catalogs
  • Email support

Business (for SMBs) – $39 per month/user (billed annually)

  • Unlimited templates
  • Unlimited docs & eSignatures
  • Document analytics
  • Document builder and editor
  • Custom branding
  • Pricing tables and product catalogs
  • Email support
  • Phone support
  • Integrations with CRMs and other tools
  • Content library
  • Manager approval workflow
  • Document expiration settings
  • Auto reminders
  • Content conversion assistance*
  • Grand total

Enterprise (for large companies) – By quote

  • Unlimited templates
  • Unlimited docs & eSignatures
  • Document analytics
  • Document builder and editor
  • Custom branding
  • Pricing tables and product catalogs
  • Email support
  • Phone support
  • Integrations with CRMs and other tools
  • Content library
  • Manager approval workflow
  • Document expiration settings
  • Auto reminders
  • Content conversion assistance*
  • Grand total
  • Multiple teams and workspaces
  • Custom roles and granular permissions
  • Content locking
  • Access to PandaDoc API, SDK & webhooks
  • Document embedding option
  • Custom integrations
  • Content usage reporting
  • Premium support
  • Private team training sessions (optional)

What integrations are available for PandaDoc?

PandaDoc offers integration with the following business systems and applications:

  • Salesforce
  • bmp’online
  • HubSpot CRM
  • Microsoft Dynamics CRM
  • Pipedrive
  • SugarCRM
  • Insightly
  • Prosperworks
  • SalesforceIQ
  • Zoho
  • Nimble
  • Capsule
  • Nutshell
  • Xero
  • Stripe
  • Zendesk
  • Box
  • DropBox
  • Google apps

User reviews


User reviews in total: 7

6
1
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0
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Average Rating:

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The most favorable review

Jeff

4 months ago


Pros: Personally, I like its analytics because I can track views whenever someone has viewed the doc and I get notification when the doc is signed. Also, I can track time and to see how long they look at specific page of a doc. It integrates perfectly with Zoho CRM. When it comes to price, the software is extremely affordable with all its features and functionality.

Cons: The feature that is for sending reminder to a client to view or sign the doc is not very intuitive, it took me some time and live support trainings in order to figure out how it really works. Also, I cannot really understand how to pull data from my CRM into a quote.

The least favorable review

Amber

2 months ago


Pros: I like the product’s document builder features. The structure with the Templates and content library are very useful because it allows us to change every document on specific sections. The templates are baseline document and the good thing is that it offers multiple content library items.

Cons: There are some features that are missing and when I spoke with its customer service they have told me that those features are on the roadmap of the product. I look forward to see these document signature deadline, live collaborative document editing, task/comment assignment to other team members features in next release.

Published 2 months ago
Verified
user
I like the product’s document builder features. The structure with the Templates and content library are very useful because it allows us to change every document on...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
Personally, I like its analytics because I can track views whenever someone has viewed the doc and I get notification when the doc is signed. Also, I can track time and...



What do you think about this review? Great Poor
Published 4 months ago
Verified
user
I like the design of docs that come from PandaDoc, they are clear and nice looking and they provide prodessional experience to both us and our customers. We managed to...



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Published 4 months ago
Verified
user
PandaDocs comes with wonderful templates and integration with Hubspot. It allows us to reduce the time for proposals and time for receiving signatures. We love the...



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Published 5 months ago
Verified
user
There are lot of features that I like within PandaDoc, such as: e-signature implementation which is easy and clear for my customers, security and organization of the...



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Published 6 months ago
Verified
user
I often use its drag-and-drop feature. I can check items from content library or catalog so I can add them to my current projects and to make the process even faster. I...



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Published 7 months ago
Verified
user
PandaDoc is simple solution for requesting e-signatures. I like that it josts various cases and templates and it can be used across an entire organization. It allows us...



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