About Company

PandaDoc is a document builder that helps users manage their workflow and streamline their document processes. It also creates, tracks, and processes documents. Some of its features include proposals, quotes, team management, document access code, content management, branding, tracking, workflow, productivity, etc. The content locking feature of PandaDoc restricts the user's team members from editing a block of content in templates or library items. It integrates with several Customer Relationship Management software that has ERPs. The user can set up new or existing templates and send and e-sign proposals or agreements. The creation and sending of quotes are easy to execute, along with direct workflows. Users can upload the files quickly and send them right away. The transactional documents can be stored as well. The tool can also open discussions with the user's customers, close deals faster, collect payments, organize documents, and much more.

Pricing of PandaDoc

Free eSign

USD 0

USD

  • Unlimited legally binding eSignatures
  • Unlimited document uploads
  • Payments
  • Mobile app
  • Unlimited legally binding eSignatures
  • Unlimited document uploads
  • Payments
  • Mobile app

Essentials

USD 29

/User/Month

USD

  • Includes features of Free plan
  • plus
  • Templates
  • Rich media drag and drop document editor
  • Pricing tables
  • Document analytics
  • 24/7 email and chat support
  • Includes features of Free plan
  • plus
  • Templates
  • Rich media drag and drop document editor
  • Pricing tables
  • Document analytics
  • 24/7 email and chat support

Business

USD 59

/User/Month

USD

  • Includes features of Essential plan
  • plus
  • CRM and Zapier integrations
  • Content library
  • Custom branding
  • Approval workflows
  • Forms (New)
  • Bulk send
  • Includes features of Essential plan
  • plus
  • CRM and Zapier integrations
  • Content library
  • Custom branding
  • Approval workflows
  • Forms (New)
  • Bulk send

Enterprise

USD 0

USD

  • Includes features of Business plan
  • plus
  • SSO support and custom user roles
  • Unlimited number of team workspaces
  • Salesforce integration
  • User performance and content reporting
  • API
  • Includes features of Business plan
  • plus
  • SSO support and custom user roles
  • Unlimited number of team workspaces
  • Salesforce integration
  • User performance and content reporting
  • API

Key Features of PandaDoc

  • PDF Export
  • Document Analytics
  • Approval Workflow
  • Contact Management
  • Collaborative Editing
  • Document Audit Trail
  • CRM Integration
  • Document Library
  • e-Signature
  • Customizable Branding
  • Customer Pipeline
  • Alert Notifications
  • Access Control

Who uses PandaDoc

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: PandaDoc
  • Headquarter: San Francisco, California United States
  • Website: Visit Website
  • Social Media:

Description

PandaDoc Video

Alternative

seProposals

By seProposals

Proposable

By Proposable

RFP360

By RFP360

PandaDoc Screenshots

User Reviews Review Write a Review

quote
This is an honest review ( stay away)

This is an honest review, please read this before signing up. I was asked by someone who refers clients for commission to set up an account with pandadoc. I signed up for the yearly membership and it was going pretty well until about a couple days ago. I added someone from my team and the software charged me double without even asking me at all. I took them off immediately and asked pandadoc customer service for a refund. I spoke with them initially over the phone and they said no problem. KEEP IN MIND THEY CHARGED ME DOUBLE. Now, instead of issuing me a refund they have sent me in circles To a million different departments and requested I do many things to get this refund. No one can give me the refund and they are continuing to waist my time. To be honest It’s not worth my time to handle this and it’s probably not worth other peoples time, and they think they can just get away with stealing your money and charging you 100’s extra without asking. I figured rather than continuing to follow up with them I will write a review so others can stay away from this software. I will be searching for another company to use as well as there are many others out there.Thanks,Jared

JP
- Jared Plotka
Reviewed at 27/01/2022
Source: trustpilot.com
quote
Everything costs extra

Everything costs extra. "Approval Feature" included BUT.. only in the yearly plan. "Automations" included BUT.. not triggering a signature, only in Enterprise. "Affliate" yes, BUT.. only for yearly subscribers. They try to squeeze everything out of their customers. I am really looking forward to cancel PandaDoc when there's an alternative.

JO
- John
Reviewed at 30/11/2021
Source: trustpilot.com
quote
WOW!!! NEVER AGAIN

WOW!!!! Terrible customer service. We signed up for the Essentials package and they have been double charging us for 7 months. Somewhere during that time they changed our plan without our consent and now we're being billed 2x as much and then continued to charged us twice a month. I've been trying to get this resolved for months and the agents do not seem to understand English well. Needless to say they are not giving us the refund it should be....which now is in the hundreds of dollars and it's been a huge waste of time. Their service is not worth it. I'm now having to get this resolved through the bank and looking for an alternative to PandaDocs...never never again...OMG

JF
- J F
Reviewed at 25/11/2021
Source: trustpilot.com
quote
Bait and switch

Their product does not work the way I needed it too, but this was not advertised and I assumed that it worked much like DocuSign. I requested a refund several times as we only used the site for a week. No one is responding. I've waited months and sent multiple emails.

KA
- Katherine
Reviewed at 14/11/2021
Source: trustpilot.com
quote
Great tool with constant development of new features

PROS & CONS

What are the best aspects of this product?

Flexible document design, with a great editor tool. Dynamic tables and Salesforce field integration.

What aspects are problematic or could work better?

While there is an open API, the API is a bit limited at the moment. They do not currently open up their API for payment gateways that are not preferred vendors to integrate with the platform. Limited options for payment gateway integrations on the preferred partner list. Would love to see this change in the future, as we evolve our business we want Pandadoc to evolve with us.

What features/services would you like to see in future versions of this product?

Open payment gateway API capabilities.

What specific problems in your company were solved by this product?

Ease of use for our SMB sales team to send out their own contracts directly from a Salesforce opportunity record. Dynamic tables as a standard feature in their template editor makes a huge difference when your contracts can have varying quantities of line items.

Are you a current user of this product?

Yes

CP
- Chris Pricola
Reviewed at 13/11/2021
Source: financesonline.com

FAQ's

PandaDoc has 4 plans,

  • Free eSign USD 0
  • Essentials USD 29 /User/Month
  • Business USD 59 /User/Month
  • Enterprise USD 0

PandaDoc is the Proposal Software Used for the below functionalities

Top 5 PandaDoc features

  • PDF Export
  • Document Analytics
  • Approval Workflow
  • Contact Management
  • Collaborative Editing

PandaDoc provides Phone,Online (Ticket),Business Hours support.

PandaDoc is not allowing Free Trial.