About PandaDoc

PandaDoc has empowered sales team to improve deal workflow, insights, and speed while delivering an amazing buying experience.

Over 18,000 customers use PandaDoc’s all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts. PandaDoc helps you simplify processes and increase efficiency across the entire organization when you integrate your existing CRM, payment, and file storage apps into a single workflow.

Sales teams that use PandaDoc typically see a:

- 28% increase in close rate
- 18% increase in average sales price
- 65% decrease in document creation time

PandaDoc is rated the top proposal and contract software by its customers year after year on review sites like G2, TrustRadius, and Capterra.

For more information, including pricing and product features, visit us at www.pandadoc.com.

Pricing starting from:

US$19.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of PandaDoc

Faster docs. Faster deals.
Keep momentum…get your documents out the door fast to keep deals moving with automatic notifications, on-the-fly editing, CRM Integrations, and integrated eSignatures.

Don't just engage, make it engaging
Stand out from the crowd with stunning, effective sales documents with custom-designed themes, templates, embedded rich media, and interactivity to give every deal the opportunity to get noticed.

Stay ahead by always knowing where you stand.
Stop flying blind when creating forecasts. Picking which deals to include (or exclude) is easy when you can drill down to the deal level with proposals.

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.

Momentum happens when your workflow works for you
Centralize communications, streamline the negotiation process, and make revisions in real-time in a single location.

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.

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.

Devices

Business size

S M L

Markets

Andorra, United Arab Emirates, Antigua & Barbuda, Anguilla, Albania, Curaçao, Argentina, American Samoa, Austria, Australia, Aruba, Åland Islands, Bosnia & Herzegovina, Barbados, Belgium, Bulgaria, Bermuda, Bolivia, Brazil, Bahamas, Belarus, Belize, Canada, Switzerland, Cook Islands, Chile, China, Colombia, Costa Rica, Cuba, Cyprus, Czechia, Germany, Denmark, Dominica, Dominican Republic, Ecuador, Estonia, Spain, Finland, Fiji, Falkland Islands, Micronesia, Faroe Islands, France, United Kingdom, Grenada, French Guiana, Guernsey, Gibraltar, Greenland, Guadeloupe, Greece, Guatemala, Guam, Guyana, Hong Kong SAR China, Honduras, Croatia, Haiti, Hungary, Ireland, Israel, Isle of Man, India, Iceland, Italy, Jersey, Jamaica, Jordan, Japan, Kiribati, St. Kitts & Nevis, Kuwait, Cayman Islands, St. Lucia, Liechtenstein, Lithuania, Luxembourg, Latvia, Monaco, Moldova, Montenegro, St. Martin, Marshall Islands, North Macedonia, Northern Mariana Islands, Martinique, Montserrat, Malta, Mexico, Malaysia, New Caledonia, Norfolk Island, Nicaragua, Netherlands, Norway, Nauru, New Zealand, Panama, Peru, French Polynesia, Papua New Guinea, Poland, St. Pierre & Miquelon, Puerto Rico, Portugal, Palau, Paraguay, Qatar, Romania, Serbia, Russia, Saudi Arabia, Solomon Islands, Sweden, Singapore, Slovenia, Svalbard & Jan Mayen, Slovakia, San Marino, Suriname, El Salvador, Turks & Caicos Islands, Thailand, Tonga, Turkey, Trinidad & Tobago, Tuvalu, Ukraine, United States, Uruguay, Vatican City, St. Vincent & Grenadines, Venezuela, British Virgin Islands, US Virgin Islands, Vanuatu, Wallis & Futuna, Samoa, South Africa

Supported Languages

English

Pricing starting from:

US$19.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

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Features

Total features of PandaDoc: 124

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automated Quoting
  • Billing & Invoicing
  • Business Process Automation
  • CRM
  • Cataloguing/Categorisation
  • Chat/Messaging
  • Collaboration Tools
  • Completion Tracking
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Content Delivery
  • Content Library
  • Content Management
  • Contract Drafting
  • Contract Lifecycle Management
  • Contract/License Management
  • Customer Database
  • Customisable Branding
  • Customisable Dashboard
  • Customisable Forms
  • Customisable Invoices
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Extraction
  • Data Import/Export
  • Data Security
  • Digital Signature
  • Discount Management
  • Document Analytics
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Engagement Tracking
  • Field Sales Management
  • File Conversion
  • File Sharing
  • Forecasting
  • Forms Management
  • Full Text Search
  • Guided Selling
  • HIPAA Compliant
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Knowledge Base Management
  • Lifecycle Management
  • Mobile Access
  • Mobile Payments
  • Mobile Signature Capture
  • Multi-Currency
  • Multi-Party Signing
  • Online Invoicing
  • Online Payments
  • Opportunity Management
  • Payment Processing
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pre-built Templates
  • Presentation Tools
  • Price / Margin Management
  • Price and Cost Calculations
  • Pricing Management
  • Product Catalogue
  • Progress Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Proposal Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Sales Automation
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Secure Data Storage
  • Sell Side (Customers)
  • Single Sign On
  • Specialty Contracts
  • Status Tracking
  • Tagging
  • Task Progress Tracking
  • Tax Calculation
  • Team Collaboration
  • Template Management
  • Templates
  • Third Party Integrations
  • Training Management
  • Version Control
  • Web Forms
  • Workflow Configuration
  • Workflow Management

Alternatives

DocuSign

4.8
#1 Alternative to PandaDoc
Simplify life. Accelerate your business. DocuSign pioneered eSignature and created the world’s first agreement cloud.

Proposify

4.5
#2 Alternative to PandaDoc
Proposify helps modern sales teams create, send, track, and e-sign winning proposals, contracts, and agreements.

Qwilr

4.6
#3 Alternative to PandaDoc
Qwilr is a document design and automation tool for sales teams, including e-sign, analytics and integrations with CRM...

Zoho Sign

4.5
#4 Alternative to PandaDoc
Zoho Sign is an online electronic signature software that enables users to electronically sign, send & manage digital...

Reviews

Overall rating

4.5 /5
(787)
Value for Money
4.2/5
Features
4.2/5
Ease of Use
4.3/5
Customer Support
4.3/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 787
Jesus P. Jesus P.
Overall rating
  • Industry: Marketing & Advertising
  • Company size: Self Employed
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Jumping From RightSignature to PandaDocs

Reviewed on 18/10/2020

We were previously paying RighSignature somewhere around $600/yr to essentially send around 4...

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.
Overall rating
  • Industry: Telecommunications
  • Company size: 1,001-5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Good document editor with e-sign feature

Reviewed on 20/5/2021

I use Pandadoc to create plans and contract agreements. It enables clients to sign digitally and...

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.
Overall rating
  • Industry: Legal Services
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

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

Reviewed on 23/11/2021

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.
Overall rating
  • Industry: Individual & Family Services
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 2.0 /10

Does the job but improvements needed

Reviewed on 18/3/2021

Easy to learn and use. PandaDoc support team does seem willing to listen and interested in...

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.
Overall rating
  • Industry: Accounting
  • Company size: 1,001-5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Create business document easily

Reviewed on 28/10/2021

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.

Showing 5 reviews of 787 Read all reviews

PandaDoc FAQs

Below are some frequently asked questions for PandaDoc.

PandaDoc offers the following pricing plans:

Free plan Essentials: $19/user/month Business: $49/user/month Enterprise: contact PandaDoc sales team. View our pricing here: https://www.pandadoc.com/pricing/

PandaDoc has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

PandaDoc supports the following languages:

English

PandaDoc supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

PandaDoc integrates with the following applications:

Authorize.Net, Box, Canva, Close, Copper, Dropbox Business, Gmail, Google Drive, HubSpot CRM, Insightly, Integromat, Microsoft Word, Nimble, Nutshell, PayPal, Pipedrive, QuickBooks Payments, Salesforce Sales Cloud, SalesforceIQ, Salesmate, Slack, Stripe, SugarCRM, Zapier, Zendesk Sell, Zoho CRM

PandaDoc offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for PandaDoc.