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PandaDoc description
PandaDoc is a software platform that helps businesses create, send, track, and e-sign documents like proposals, contracts, and quotes. It aims to simplify and automate the document workflow, reducing busywork and improving productivity. PandaDoc integrates with popular CRM, payment, and collaboration tools, making it a versatile solution for various teams, including sales, HR, and legal. The platform offers features like customizable templates, approval workflows, and analytics to track document performance.
Who is PandaDoc best for
PandaDoc is an ideal solution for sales teams and businesses of all sizes looking to streamline their document workflow. Users praise PandaDoc for its ease of use, customizable templates, and seamless integrations with popular CRM tools like Salesforce and HubSpot. However, some users have reported occasional bugs and limitations with design customization.
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PandaDoc is a good fit for businesses of all sizes.
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PandaDoc caters to a wide range of industries, making it a versatile solution for various business needs.
PandaDoc features
| Supported PandaDoc allows users to set up automatic email reminders for signatories. |
| Supported PandaDoc allows e-signing documents with various methods and complies with ESIGN and UETA. |
| Supported PandaDoc allows specifying the signing order for documents. |
| Supported PandaDoc allows for setting up automated approval workflows based on predefined rules. |
| Supported PandaDoc integrates with various CRM platforms. |
| Supported PandaDoc tracks document access, edits, and e-signatures. |
| Supported PandaDoc allows creating and customizing various templates including quotes and orders. |
We evaluate the sentiment that users express about non-functional aspects of the software
Value and Pricing Transparency
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Scalability
PandaDoc reviews
We've summarised 3564 PandaDoc reviews (PandaDoc Software Advice reviews, PandaDoc GetApp reviews, PandaDoc Capterra reviews and PandaDoc G2 reviews) and summarised the main points below.
- Easy to use and user-friendly interface
- Customizable templates and a wide variety of them
- Seamless integration with other tools like Salesforce and HubSpot
- Document tracking features, like view notifications, are very helpful
- Occasional bugs and glitches can be frustrating
- Documents sent through PandaDoc sometimes end up in spam folders
- Limited design customization options
- The mobile app has limited functionality
PandaDoc pricing
The commentary is based on 389 reviews from PandaDoc Capterra reviews, PandaDoc G2 reviews and PandaDoc GetApp reviews.
PandaDoc is praised by users for its affordability and user-friendly interface, especially the robust free plan with unlimited eSignatures. While some find advanced features like API access require a pricier subscription, most agree PandaDoc offers excellent value for its eSignature and document management capabilities.
Users sentiment
See the PandaDoc pricing page.
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PandaDoc has a free trial.
Starter
For quickly creating and signing forms and agreements.
Business
For sales proposals and integrated document workflows.
Enterprise
For end-to-end document workflows and advanced customizations.
PandaDoc alternatives
Adobe Acrobat Sign
More suitable for enterprise companies. It has more momentum and is better for users that value customer support. However, it is considered expensive.
Proposify
More focused on sales teams and closing deals. It has more momentum and a better track record for reliability and performance.
Laserfiche
Better for larger companies and those seeking to go paperless. It has a steeper learning curve and a less intuitive interface. Laserfiche is more focused on document management and automation across various departments. However, it receives more negative feedback on pricing and implementation.
ClickUp
ClickUp is a better fit for managing various work processes in one place. It has significantly more momentum in terms of employee growth. However, users report that it can be overwhelming, while PandaDoc is known for its user-friendly interface.
Jotform
Better for users who prioritize a wide array of form templates and seamless integrations. It is growing faster than PandaDoc and has more momentum. However, some users mention that the free plan has limitations.
RevOps
More tailored towards small to medium businesses and has a stronger focus on B2B SaaS companies.
PandaDoc FAQ
What is PandaDoc and what does PandaDoc do?
PandaDoc is a software platform designed to streamline how businesses create, send, and manage documents like proposals, contracts, and quotes. It offers e-signatures, customizable templates, and integrations with popular CRM and payment tools. PandaDoc helps automate document workflows, improve productivity, and close deals faster.
How does PandaDoc integrate with other tools?
PandaDoc integrates seamlessly with popular CRM, payment gateways, and collaboration tools, such as Salesforce, HubSpot, and Google Workspace, to streamline workflows and increase productivity.
What the main competitors of PandaDoc?
The main competitors of PandaDoc are Proposify, Adobe Acrobat Sign, and DocuSign. These alternatives offer similar features for creating, sending, and tracking documents, e-signatures, and integrations with other business tools.
Is PandaDoc legit?
PandaDoc is a legitimate and safe software platform. It is known for its user-friendly interface and helpful features like document tracking and customizable templates. PandaDoc is a popular choice for businesses looking to streamline their document workflows.
How much does PandaDoc cost?
PandaDoc's pricing includes a Starter plan at $19/month, a Business plan at $49/month, and an Enterprise plan with custom pricing for larger businesses seeking advanced features.
Is PandaDoc customer service good?
Based on the reviews, PandaDoc customer service is generally considered to be very responsive and helpful. Users praise the support team's knowledge and willingness to assist with issues. However, some users mention occasional slow response times from support.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.