PandaDoc Pricing, Features, Reviews & Comparison of Alternatives

PandaDoc

The Future of Documents

4.5/5 (499 reviews)

PandaDoc overview

PandaDoc provides intelligent solutions by making document management painless. Start generating and distributing documents like proposals, contracts, quotes, and other client-facing documents in minutes. Reduce your time and efforts around document creation, storing, and administration processes.

Start using PandaDoc and find out why our clients report about:

50% less paperwork
30% higher close rates
15% higher value per closed contract
www.pandadoc.com

Pricing

Starting from
$19/month
Pricing options
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English
PandaDoc screenshotProposalsPandaDoc screenshotPandaDoc screenshotPandaDoc screenshotPandaDoc screenshotContractsSignaturesQuotes

PandaDoc reviews

Value for money
Features
Ease of use
Customer support
  4.3
  4.2
  4.3
  4.4
Heather Campisi

All-around great proposal software and automation tool.

Used daily for 2+ years
Reviewed 2018-05-11
Review Source: Capterra

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.

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Steve Alvarez

Good.

Used daily for 6-12 months
Reviewed 2018-01-09
Review Source: Capterra

Some efficiency and design options.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. :)

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Harris Clark

Great Business Tool. Obvious, simple upgrades required

Used daily for 1-2 years
Reviewed 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.Ease of use. Templates, content library, general organization

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Nicolas Costa

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

Used daily for 2+ years
Reviewed 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.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.

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Mariano DiFabio

PandaDoc: document management powerhouse

Used daily for 2+ years
Reviewed 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.* Ease of use * great feature set * e-signature functionality * Ability to convert any document to e-cig * Workflow * Multiple user levels

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PandaDoc pricing

Starting from
$19/month
Pricing options
Free trial
Subscription
View Pricing Plans

Professional - $19/user/month

Business - $39/user/month

Enterprise - contact PandaDoc for a pricing quote

PandaDoc features

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

Activity Dashboard (302 other apps)
Automatic Notifications (306 other apps)
Compliance Management (189 other apps)
Customizable Reporting (243 other apps)
Data Import/Export (241 other apps)
Inventory Management (193 other apps)
Inventory Tracking (195 other apps)
Invoice Management (180 other apps)
Monitoring (181 other apps)
Multi-Location (161 other apps)
Real Time Data (214 other apps)
Reporting & Statistics (217 other apps)
Third Party Integration (217 other apps)

Category Leaders ranking

Reviews
Integrations
Mobile
Functionality
Security

#12 in Document Management

View full ranking
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13
4
13
14

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

PandaDoc also features in these categories:

Additional information for PandaDoc

Key features of PandaDoc

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

Benefits

Electronic signatures

Save time and increase productivity with our legally binding eSignature technology built right into the platform.

Insights

Do you ever wonder what happens to your document after you hit send? With our document analytics you'll be able to keep tabs on your proposals in real-time.

Seamless editing

No need to switch between multiple tools to create, modify, and deliver your documents. Every quote, proposal and contract can be edited live.

Workflow automation

Easily define the document lifecycle 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

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.