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PandaDoc Pricing, Features, Reviews and Alternatives

PandaDoc product overview

Price starts from

19

/user

Per month

What is PandaDoc?

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

Key benefits of using 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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

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

Training options

In Person
Webinars
Live Online
Documentation
Videos

PandaDoc pricing information

Value for money

4.2

/5

825

Starting from

19

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

PandaDoc features

Functionality

4.2

/5

825

Total features

131

12 categories

Most valued features by users

Alerts/Notifications
Activity Dashboard
Reporting & Statistics
API
Third Party Integrations
Customizable Reports
Document Management
Workflow Management

Functionality contenders

PandaDoc users reviews

Overall Rating

4.5

/5

825

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.49/10
Rating distribution

5

4

3

2

1

498

245

57

12

13

Pros
Pretty good, the speed of use really stopped me from using it and moving to Qwilr. The design kind of turned me away to find something more user friendly that my customers enjoyed looking at.

OO

Oliver O.

The sales, development, and customer service teams have been SUPER responsive and hungry for feedback. It's really impressive how invested they are in continuing to build and improve the product.

HB

Haley B.

User-friendly interface ,simple procedures and seamless integration with other programs, make the progress easy ,even pleasant for both us and clients.

MB

Marius B.

Cons
If I mess something up, it's difficult to modify without starting all over from the beginning. That said, it's more than likely a user issue as opposed to a problem with the software.

AR

Anonymous Reviewer

Overall it was a terrible experience, from support to the actual product.

Rv

Ross v.

The only thing I struggle with is a slight lag on the website when actually creating content - I am unsure if and why this happens - however, I feel it could be slightly more responsive.
AvatarImg

Christopher Ryan N.

Overall rating contenders

Overall Rating

PandaDoc the Perfect Fit

Reviewed a year ago

Transcript

Andrew: Hello, I'm Andrew. I'm a director of sales. I would give PandaDoc four out of five stars, and...

AvatarImg
AvatarImg

Andrew K.

Chief Operating Officer

Internet, 11-50 employees

Review source

Overall Rating

Simplistic and Effective

Reviewed a year ago

Transcript

Adam G.: My name is Adam, I work as the operations lead for a company in the pest control industry. We're...

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Must have software for all social media managers

Reviewed 12 days ago
Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Seamless collection of digital proposal signatures and invoice payments

Reviewed a month ago

Excellent experience

Pros

Ability to customize proposals for individual products and services we offer

Cons

Must pay extra for the Salesforce integration

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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Latest software update is a debacle

Reviewed a month ago

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.

Pros

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.

Cons

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Best Contract and Signature Software

Reviewed 2 months ago

Pandadoc has allowed us to automate our entire proposal process, saving hours per work

Pros

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.

Cons

There are a few things I would like to be available with automation through Zapier, although they are possible with API.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Lean proposal

Reviewed a month ago

the level of integration with our crm allows us to have complete process traceability from the crm

Pros

our organization uses hubspot as crm software and pandadoc integrates perfectly with hubspot making the management of the deal process complete

Cons

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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