PandaDoc

PandaDoc

Accelerating deals from propose to close

4.5/5 (638 reviews)

PandaDoc Overview

PandaDoc is the complete digital document solution, designed to accelerate deals from propose to close. Create, send, track, and eSign documents -- all from one intuitive and easy-to-use platform. Supercharge your CRM with our PandaDoc integrations. PandaDoc is an ideal platform for managing organizational documents including proposals, quotes, contracts, HR documents, and more. Create media-rich documents with a single click. Access completed documents from inside the platform at any time.
Start using PandaDoc and find out why our clients report about:

After implementing Pandadoc, the average customer reports:
65% decrease in doc creation time
28% increase in close rate
18% increase in average sales price

Pricing

Starting from
US$9,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

English

PandaDoc Reviews

Overall rating
4.5/5
91% positive reviews
384
Excellent
197
Very good
45
Average
6
Poor
6
Terrible
Heather C.

All-around great proposal software and automation tool.

Used Daily for 2+ years
Reviewed on 2018/05/11
Review Source: Capterra

Pros

PandaDoc has allowed us to streamline our proposal process tremendously. Because of the content library, template functions and ease of use, we've been able to double the number of proposals we put out in the same timeframe before implementation.
The analytics reporting feature has assisted in increasing our win rates. We can hone in on the areas of our proposals that resonate with our prospects, allowing the follow-up meetings to be more focused - discussing targeted, relevant themes, services and needs.
PandaDoc's development team is very open to feedback and ideas on how to improve the platform. It's refreshing to work with a company that takes your input and one-off special requests to not only deliver on those requests for you but roll out these changes across the board for all of their users. Having a say in the process of polishing and tweaking a product to work best for us is a value-added benefit.
The various plug-ins for other software, such as CRM systems, is useful for collaboration between departments.
The ability to customize the CSS to fit our brand is essential. We can customize templates with designs that fulfill each of our needs.
Having multiple workspaces under one account is extremely helpful keeping documents separated for different departments and projects.

Cons

There are a few small issues that we've run into, however, the pros of this software heavily outweigh the cons. PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future.
From time to time we will run into small formatting issues due to a glitch in the coding. More often than not, they are isolated to one document. For a couple of issues we ran into, the development team was able to provide a timely fix, and the issues have been non-recurring.
In the past few years that we've been using the platform, we have only had three instances where the software was down, two of those instances were for less than an hour. Even with the downtime, we have never missed a deadline to deliver a proposal, even in an industry where RFPs are common.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Steve A.

Good.

Used Daily for 6-12 months
Reviewed on 2018/01/09
Review Source: Capterra

Some efficiency and design options.

Pros

The analytic's built into it and the notifications we receive. Also, the somewhat easy configuration of each template. I would like to be able to create a document on a tablet though!! Unless thats an options now? :) The catalog section does need some work though. I would like to see other changes or options to us with regard to catalog items and how they document themselves as well as options for after a project has been completed and accepted by customer. It would be great to be able to edit the document without changing any words, items, quantities, options but rather be able to lets say re-add a column after the fact and print it to make it easier on purchasing to order the parts being approved by customer. Would be really cool too to integrate a calculator option. Like a pop-up calculator option while figuring our numbers. my two or three cents. :)

Cons

We are so used to other, stand-alone systems, that have features such as 'tab' to move to next field that it causes some frustration with our team when we are unable to do that within a pricing table or any table. the other nice thing would be to see line items show up in sequential order-- EX: If I label line item 1 as (Option A) it stays on top of the price list. then when I add a second row, section or catalog item, it defaults to being placed below the first item. Currently this does not happen. We can move them after the fact though...just kind of annoying how it auto-formats that way. Also, would like to see more fonts added in. The fonts available get the job done but still, there should be a larger library of them.
Pricing/Cost---would be awesome to be able to have a price table have a back-end with actual item pricing and SKU's that can be printed after a document has been completed. Cant do this now.
Duplication: Would be awesome to duplicate a document that you didnt know you would need again. Same line items and quantities and pricing. I know you can convert to Template but that's not really what we would like. We want it to be as easy as hitting, 'duplicate document' BUT it changes the quote.sequence number to be different than the original. Now all you have to do is change the customer information and BAM, quick turn-around for contractors looking for numbers on the same project we are bidding. Cant do this now. Otherwise, PandaDoc is awesome!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Harris C.

Great Business Tool. Obvious, simple upgrades required

Used Daily for 1+ year
Reviewed on 2016/12/13
Review Source: Capterra

PandaDoc has become an integral part of our business operations. The technological features, continual upgrades and enthusiasm are all reasons why we continue to support and use the service. Since this is a "review" that hopefully someone will read and acknowledge, I want to make clear that we are very happy with PandaDoc.. but since you are requesting feedback, I hope the following is taken into consideration. Please note that these are all points that have been previously expressed to PandaDoc/QuoteRoller staff:

1) Dashboard: Show us how we are doing. What % are we closing, simple reporting and graphs, etc. This is simple stuff most of your competitors are doing.

2) Win/Loss (In relation to #1): We NEED a button to track LOST proposals... along with a text/dropdown box to document the reason for "failure". Similarly, we need a WIN button. We have a TON of customers that either (a) refuse to e-sign or (b) can't for whatever reason.

3) Proposal Follow ups: Thank you for the recent upgrade to add this functionality. But it is very generic. There needs to be a sense of customization for the customer.

4) Email hosting: This is one of the biggest complaints I receive from customers. The typical scenario is: We have an email conversation ongoing about a project.. then a random PandaDoc email/proposal off-thread is sent (even with forewarning to expect said random email).. and then it's difficult for the customer to search for said random email down the line because it's not from "me". I understand you want to control email opens, etc. But, a link to the page where the proposal is hosted (as an alternative to the current process) would be a hugely effective sales tool to allow the sales team to stay "in thread" and continue the conversation organically.
PS. We've been using your service for about a year and a half. We have sent approximately 2,500 proposals. I can probably count on 2 hands that number of customers that have used the "comments" functionality. 99.9% of customers simply reply to the email.. which then creates a disjointed conversation since inevitably people are not CC'd and I return to the point I started to make at the beginning of this paragraph.

5) Sales Team Control: Related to a few points above. Reporting, reminders, etc can be useful per employee.

If you've made it this far, thank you again for reading. I hope you consider these integrations. I am available to discuss/clarify at any time.

Pros

Ease of use. Templates, content library, general organization

Cons

Noted in previous comments section

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Nicolas C.

Great product for sales teams - Some key features still missing though

Used Daily for 2+ years
Reviewed on 2017/07/21
Review Source: Capterra

The one thing we are solving is the way we are building and sending out comercial proposals. With Pandadoc we have everything organized and all the documents in the proper folders, so you can go back to them easily and see what's happing with the document. Also all the different templates already built in makes it very easy for the sales reps to build proposals in no-time.

Additionally the Human Resources Department is using Pandadoc for employee documentation. We've been using it as the formal company's employee documentation platform and it's been great.

Pros

What I like best is the document builder features. The structure they gave to the product with the Templates and the content library I think is very useful because it lets you slightly change each document on specific sections which is something that happens a lot. I mean, templates work as a baseline document and then you can have multiple content library items that you pull in when needed.

Cons

There are key features that I feel are missing. Nonetheless I have spoken to them several times and they've said to me that all of the features I mentioned are already on the roadmap of the product, in fact they delivered one of those in the last update. Things like document signature deadline, live collaborative document editing, task/comment assignment to other team members when building a document. Those three are the key missing features.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Mariano D.

PandaDoc: document management powerhouse

Used Daily for 2+ years
Reviewed on 2016/12/13
Review Source: Capterra

For a long time, we were handling our customer contracts by creating a digital document, faxing it to our customers for signature, and then having them fax it back to us for our records. Managing this process was time-consuming and since it was all done via fax and email, it was a real pain for follow-up. We had looked into several solutions for document creation and management, but none seemed to quite do everything that we needed.

We stumbled across PandaDoc in our research and have not turned back. Their online document creation tools were already best in class when we started and have been improved regularly since we started with them about 2 years ago. The ability to upload documents created with a program like Word or Pages and set them up for signature has also been key. But I think most of all I LOVE the way they've set up e-sign. It's fast, convenient, easy, and works in nearly every case we've had in the last two years.

We've expanded beyond project contracts and now run almost everything that needs a signature through this system. Their service is top-notch, they provide a lot of value for the money, and I have not regretted our purchase...ever.

I can wholeheartedly recommend this product to nearly any business.

Pros

* Ease of use
* great feature set
* e-signature functionality
* Ability to convert any document to e-cig
* Workflow
* Multiple user levels

Cons

If I had to pick *something*, maybe the workflow process could be more robust. I would also love it to integrate better with Highrise, our CRM.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

PandaDoc Pricing

Starting from
US$9,00/month
Pricing options
Free Trial
Subscription
Value for money

Individual - $9/user/month

eSignature Team - $25/user/month

Business- $49/user/month

Enterprise - contact PandaDoc for a quote

API for eSigning and document generation - request a quote

PandaDoc Features

  • API
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Custom Fields
  • Document Storage
  • Workflow Management

  • Activity Dashboard
  • Automatic Notifications
  • Compliance Management
  • Customizable Reporting
  • Data Import/Export
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration

Additional information for PandaDoc

Key features of PandaDoc

  • Access Control
  • Activity Audit
  • Activity Logging
  • Add fields for signatures, initials, dates, and more
  • Approval Process Control
  • Audit Trail
  • Automatic Reminders
  • Behavior Tracking
  • CRM Integration
  • Collaborative Workspace
  • Content Library
  • Content Management
  • Contract Drafting
  • Cost Estimating
  • Custom Fields
  • Customizable Branding
  • Customizable Templates
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Document Tracking Analytics
  • Documents tracking and analytics
  • Drag & Drop Interface
  • Electronic Payments
  • Electronic Signature Capture
  • Email Integration
  • Employee Management
  • Engagement Analytics
  • Free docs forever when you spread the love!
  • Image Library
  • Integrations with Google Apps, Dropbox, Box, and more
  • Legally binding electronic signatures
  • Lifecycle Management
  • Multi-Department / Project
  • Permission Management
  • Project Workflow
  • Projections
  • Proposal Generation
  • Quote Management
  • Real-time commenting and collaboration
  • Role-Based Permissions
  • Sales Tracking
  • Send docs within Google Docs - no more email attachments
  • Summary Reports
  • Tagging
  • Template Management
  • Unlimited access to our professional template library
  • Upload and customize virtually any file type
  • Workflow Management

Benefits

Create Documents in Minutes
Quickly create proposals, quotes, and contracts from pre-built templates, content from marketing, and customer data from your CRM. Gain access to a library of 400+ templates that ready to go.

Enjoy Seamless Integrations
Simplify processes and increase efficiencies across your entire organization when you integrate your existing CRM, payment, and file storage apps into a unified workflow. Integrations available with all common CRMs.

Close Deals Faster
Accelerate your propose to close time with interactive comments, e-signature, link sharing, and customer insight. Know when customers are opening, interacting or signing the documents you send them.

Look More Professional
Stand out from your competitors by creating stunning, interactive sales documents with custom design themes and embedded rich media.

Automate. Everything.
Easily define the document life-cycle and even add steps to it. Your documents can be set up with a custom approval flow, signing order or even payment requests.

Content Management and Organization
Distribute your content by teams, departments, projects, or specific groups of people with our workspaces feature. You can even organize your content by folders or with tags.

Configure Price Quote
Our platform includes robust CPQ functionality. Include dynamic pricing tables inside of your documents and auto calculate discounts, taxes, and margins with little effort.

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$9,00/month

Pricing model: Subscription

Free Trial: Available

Individual - $9/user/month

eSignature Team - $25/user/month

Business- $49/user/month

Enterprise - contact PandaDoc for a quote

API for eSigning and document generation - request a quote

Q. What are the main features of PandaDoc?

PandaDoc offers the following features:

  • Access Control
  • Activity Audit
  • Activity Logging
  • Add fields for signatures, initials, dates, and more
  • Approval Process Control
  • Audit Trail
  • Automatic Reminders
  • Behavior Tracking
  • CRM Integration
  • Collaborative Workspace
  • Content Library
  • Content Management
  • Contract Drafting
  • Cost Estimating
  • Custom Fields
  • Customizable Branding
  • Customizable Templates
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Document Tracking Analytics
  • Documents tracking and analytics
  • Drag & Drop Interface
  • Electronic Payments
  • Electronic Signature Capture
  • Email Integration
  • Employee Management
  • Engagement Analytics
  • Free docs forever when you spread the love!
  • Image Library
  • Integrations with Google Apps, Dropbox, Box, and more
  • Legally binding electronic signatures
  • Lifecycle Management
  • Multi-Department / Project
  • Permission Management
  • Project Workflow
  • Projections
  • Proposal Generation
  • Quote Management
  • Real-time commenting and collaboration
  • Role-Based Permissions
  • Sales Tracking
  • Send docs within Google Docs - no more email attachments
  • Summary Reports
  • Tagging
  • Template Management
  • Unlimited access to our professional template library
  • Upload and customize virtually any file type
  • Workflow Management

Q. Who are the typical users of PandaDoc?

PandaDoc has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does PandaDoc support?

PandaDoc supports the following languages:

English

Q. What type of pricing plans does PandaDoc offer?

PandaDoc has the following pricing plans:

Subscription

Q. Does PandaDoc support mobile devices?

PandaDoc supports the following devices:

Android, iPhone, iPad

Q. What other apps does PandaDoc integrate with?

PandaDoc integrates with the following applications:

BriteBiz, Capsule, HubSpot Marketing, Insightly, Nimble, Nutshell CRM, Pipedrive, Pipeliner CRM, Xero, Zoho CRM

Q. What level of support does PandaDoc offer?

PandaDoc offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials