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Crushing your Competition From Propose to Close
PandaDoc Pricing, Features, Reviews and Alternatives
PandaDoc product overview
Key benefits of using PandaDoc
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.
Typical customers
Platforms supported
Support options
Training options
PandaDoc pricing information
PandaDoc features
PandaDoc users reviews
Overall Rating
4.5
/5
825
Positive reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend8.49/10
498
245
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Oliver O.
HB
Haley B.
MB
Marius B.
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Anonymous Reviewer
Rv
Ross v.
Christopher Ryan N.
Andrew B.
Director of Sales
Insurance, 11-50 employees
Review source
Transcript
Andrew: Hello, I'm Andrew. I'm a director of sales. I would give PandaDoc four out of five stars, and...
Andrew K.
Chief Operating Officer
Internet, 11-50 employees
Review source
Transcript
Adam G.: My name is Adam, I work as the operations lead for a company in the pest control industry. We're...
Alys G.
Verified reviewer
Marketing and Advertising, self-employed
Used monthly for 6-12 months
Review source
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After trying a number of tools to streamline my onboarding process I was feeling at a loss. They were all so difficult to set up and couldn’t be customised in the way I required. PandaDoc solved this problem allowing me to send my proposals, contracts and gather an initial payment from clients in one go! It has saved me so much time and makes my onboarding process look so professional.
There are some features only available on the paid plan which does limit what you’re able to do with some documents but there are often workarounds for this.
Ed S.
Marketing and Advertising, 1-10 employees
Used weekly for 2+ years
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Excellent experience
Ability to customize proposals for individual products and services we offer
Must pay extra for the Salesforce integration
Ekta A.
Marketing and Advertising, self-employed
Used daily for 2+ years
Review source
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Customer support is excellent and the agents do everything in their capacity to assist. I give them 5 stars. Unfortunately the so called "Customer Success Team" gets 0 stars from me. They are the ones who assist with more complex issues. Unresponsive and unhelpful. A content library that I built over the course of 2+ years for my business was invaluable and a huge time-saver. PandaDoc just decided to delete it without any notice, or opportunity to back up. My order of quotes is in a mess as they are all dated 22nd May 2022.
Version 1 was relatively easy to set up and use. I could duplicate documents, build a library of images and commonly used sub-headings and sections, resize images. In Version 2 it is easier to create tables and page breaks.
Version 2 was launched without any communication and/or notice. The team decided that it was okay to delete my content library that I had built over the course of 2.5 years. All quotes were automatically updated to a single date. So I am unable to sort quotes and proposals based on newest to oldest. The functionality to resize images is lost. The documents are clunky and useless.
Luke M.
Media Production, self-employed
Used daily for 1-2 years
Review source
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Pandadoc has allowed us to automate our entire proposal process, saving hours per work
The best thing about PandaDoc is connecting it to Zapier and automatically creating customized proposals without lifting a finger. Tracking when recipients view documents, and how long they spend viewing each page are great metrics to have for sales.
There are a few things I would like to be available with automation through Zapier, although they are possible with API.
Ilario L.
Management Consulting, 1-10 employees
Used daily for 2+ years
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the level of integration with our crm allows us to have complete process traceability from the crm
our organization uses hubspot as crm software and pandadoc integrates perfectly with hubspot making the management of the deal process complete
at the moment we have no difficulty with the use we make of it
PandaDoc FAQs and common questions
Q. What type of pricing plans does PandaDoc offer?
PandaDoc has the following pricing plans:
Starting from: $19.00/month
Pricing model: Free, Subscription
Free Trial: Available | (No Credit Card required)
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:
Dutch, English, French, German, Polish, Spanish, Swedish
Q. Does PandaDoc support mobile devices?
PandaDoc supports the following devices:
Android, iPad, iPhone
Q. Does PandaDoc offer an API?
Yes, PandaDoc has an API available for use.
Q. What other apps does PandaDoc integrate with?
PandaDoc integrates with the following applications:
Authorize.Net, Salesmate, Make, PayPal, Dropbox Business, Zoho CRM, Insightly, Zapier, Gmail, Google Drive, Box, Pipedrive, Stripe, Nutshell, Salesforce Sales Cloud, SugarCRM, Close, Slack, Canva, Nimble, Zendesk Sell, monday.com, QuickBooks Payments, Copper, HubSpot CRM, Microsoft Word
Q. What level of support does PandaDoc offer?
PandaDoc offers the following support options:
Email/Help Desk, Phone Support, FAQs/Forum, 24/7 (Live rep), Chat, Knowledge Base
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