PandaDoc
About PandaDoc
PandaDoc is a cloud-based document management solution that streamlines the creation, approval, tracking, and electronic signing of business documents. The platform offers document generation capabilities that allow users to create custom agreements and proposals using a drag-and-drop editor and pre-built templates. Its Configure Price Quote (CPQ) feature enables the generation of error-free, personalized quotes tailored to each buyer's needs. PandaDoc also provides deal rooms for seamless collaboration, as well as smart content tools to adapt documents to recipient requirements.
The solution also enables users to streamline workflows through approval workflows, workspaces, and automation features, reducing manual tasks and eliminating errors. PandaDoc's tracking and analytics capabilities offer valuable insights into user engagement and document performance. Additionally, it is compliant with industry standards including SOC 2, HIPAA, and GDPR, and provides legally binding electronic signatures, two-factor authentication, and granular permissions for enhanced security and compliance.
Key benefits of PandaDoc
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Reviews
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- Industry: Hospital & Health Care
- Company size: 51–200 Employees
- Used Daily for Free Trial
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Document E-Signatures and Automation
Reviewed on 2023/11/13
Pros
The ease of setting up template forms for multiple use was great
Cons
It can improve in logic conditional format to set up each form better for the user to complete only necessary fields when another question was answered a specific way.
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The best doc app available
Reviewed on 2024/12/06
I really like using it. As a marketer it's an absolute pain when your operations team asks you to...
I really like using it. As a marketer it's an absolute pain when your operations team asks you to help them make their legal or sales documents more pretty. PandaDoc makes my job easier.
Pros
After using Adobe Signature and DocuSign, PandaDoc is just simply better. The analytics, real-time feedback, and templates are fantastic. The UI is also very enjoyable to use.
Cons
It's quite pricey, but it's worth it if you need to send lots of contracts.
- Industry: Real Estate
- Company size: Self Employed
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
PandaDoc is quick and easy! A must use.
Reviewed on 2025/01/24
Overall, PandaDoc has been extremely easy to use. Signings are typically received through email,...
Overall, PandaDoc has been extremely easy to use. Signings are typically received through email, where there is a button to complete the signing through PandaDoc. Each field is clearly highlighted, and the user is prompted if there are every any missing fields. Extremely straight forward system.
Pros
How you can read through the document, while seeing the areas that need to be completed, and how quick and easy it is to use.
Cons
I cannot think of any cons for PandaDoc.
- Industry: Construction
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Rigid and inflexible
Reviewed on 2025/01/15
Service requests were answered slowly. Pandadoc did not have the functionality that we required....
Service requests were answered slowly. Pandadoc did not have the functionality that we required. Pandadocs cancelation poilicy was rigid and unfair.
Pros
Well designed interface. Read the fine print
Cons
Cancellation policy is rigid and unfair. We made the mistake of signing up for a yearly subscriotion. After 30 days we realized pandadoc would not satisfy our needs however, rather than allowing the subscription to be canceled and prorated,
Response from PandaDoc
Hi Steve, I'm sorry to hear that PandaDoc didn’t meet your needs and that our cancellation policy felt inflexible. I understand how frustrating that can be, and we never want our policies to feel unfair to our customers.
Your feedback is important to us, and we’d love the opportunity to learn more about what functionality was missing and how we can improve. If you’re open to a [email protected]—we’d truly appreciate the chance to listen and see if there’s anything we can do to help.
We value your time and your business, and we hope to find a way to improve your experience moving forward.
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
PandaDoc Review
Reviewed on 2024/12/18
Overall, I loved it. It really separated my company from the others at the time. The speed in which...
Overall, I loved it. It really separated my company from the others at the time. The speed in which you can produce a very professional proposal was great!
Pros
At the time it was pretty much cutting edge software. CRMS have now made it pretty much obsolete.
Cons
I loved it! It is just more or less obsolete now with all the CRMS having pretty much the same quoting capabilities built in. The less subscriptions and platforms you have to use the better.
PandaDoc FAQs
Below are some frequently asked questions for PandaDoc.Q. What type of pricing plans does PandaDoc offer?
PandaDoc offers the following pricing plans:
- Starting from: US$35.00/month
- Pricing model: Subscription
- Free Trial: Available
Q. Who are the typical users of PandaDoc?
PandaDoc has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does PandaDoc support?
PandaDoc supports the following languages:
Dutch, English, French, German, Polish, Spanish, Swedish
Q. Does PandaDoc support mobile devices?
PandaDoc supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does PandaDoc integrate with?
PandaDoc integrates with the following applications:
ActiveCampaign, Authorize.Net Connector, Box, Canva, Close, Copper, Dropbox Business, FreshBooks, Freshsales, Gmail, Google Docs, Google Drive, Google Sheets, Google Workspace, Greenhouse, HubSpot CRM, Insightly, Make, Microsoft Teams, Microsoft Word, Nimble, Nutshell, OneDrive, PayPal, Pipedrive, Pipeliner CRM, QuickBooks Money, Salesforce Sales Cloud, Salesmate, Slack, Square Payroll, Stripe, SugarCRM, Zapier, Zendesk Sell, Zendesk Suite, Zoho CRM, authorize.net, monday.com
Q. What level of support does PandaDoc offer?
PandaDoc offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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