PandaDoc Pricing, Features, Reviews & Alternatives

PandaDoc

Crushing your Competition From Propose to Close

4.46/5 (772 reviews)

PandaDoc overview

What is PandaDoc?

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

Over 18,000 customers use PandaDoc’s all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts. PandaDoc helps you simplify processes and increase efficiency across the entire organization when you integrate your existing CRM, payment, and file storage apps into a single workflow.

Sales teams that use PandaDoc typically see a:

- 28% increase in close rate
- 18% increase in average sales price
- 65% decrease in document creation time

PandaDoc is rated the top proposal and contract software by its customers year after year on review sites like G2, TrustRadius, and Capterra.

For more information, including pricing and product features, visit us at www.pandadoc.com.
www.pandadoc.com

Pricing

Pricing options
Free
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Belgium, Brazil, Canada and 9 other markets, China, Cyprus, France, Germany, India, Ireland, Mexico, New Zealand, United Kingdom

Supported languages

English
PandaDoc screenshotSales documents that close - PandaDocPandaDoc screenshotPandaDoc screenshotPandaDoc screenshotPandaDoc screenshotPandaDoc screenshotPandaDoc screenshotPandaDoc screenshotPandaDoc screenshot

PandaDoc user reviews

Value for money
Features
Ease of use
Customer support
  4.2
  4.2
  4.3
  4.3
Jesus P.

Jumping From RightSignature to PandaDocs

Used weekly for 6-12 months
Reviewed 2020-10-18
Review Source: Capterra

We were previously paying RighSignature somewhere around $600/yr to essentially send around 4 documents per month via API to Podio. I took a deep breath and looked at that renewal cost during a pandemic and decided to look for options. It boiled down to SignNow or PandaDoc. When I saw PandaDocs free tier, I made the jump and haven't looked back. We did lose the automation functionality in the process, but the $600/yr savings makes up for it. We simply uploaded the NDA and Agreements we use and we "duplicate" them when we need to send a new one. The process takes 3 minutes at the most to setup, send and sign. If you're a small business getting started and need free e-Signing, PandaDoc is a winner.

Pros
They provide a free tier for smaller companies to fulfill their e-signing requirements. If that wasn't enough, their free tier does not have any major, missing components that would cripple the software. It just works beautifully at the wonderful cost of "zero".

Cons
I'm not in a place to complain when I'm using e-Signature software for free. However, it would be really, really nice if they could provide some limited API or Zapier functionality with the free tier. I don't expect that to happen, but it would be lovely if they did it.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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Habibah M.

Good document editor with e-sign feature

Used daily for 1-2 years
Reviewed 2021-05-20
Review Source: Capterra

I use Pandadoc to create plans and contract agreements. It enables clients to sign digitally and immediately notify me when they see the proposal, which allows me to watch their level of engagement.

Pros
I appreciate the fact that Pandadoc notifies me as prospects see my proposals and enables them to sign digitally without scanning or printing. I like that it allows me to present a pick list to customers, from which they can choose which package or service they want, and it will instantly complete them.

Cons
I am unable to replicate whole sections, just some of the content parts. This is infuriating. That strikes me as a little clumsy from the developer side. The document didn't allow me to write in Landscape mode, so I've been drafting my proposals slides in InDesign and afterwards copying/pasting them as photographs into the document, and this has resulted in some duplication of effort on my side, which is inconvenient given that one of the reasons I choose this software because I need a system to help reduce time wasted on drafting proposals.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Elaine L.

Does the job but improvements needed

Used daily for 6-12 months
Reviewed 2021-03-18
Review Source: Capterra

Easy to learn and use. PandaDoc support team does seem willing to listen and interested in suggestions. They say they will forward suggestions to the development team. Overall PandaDoc feels like it's still very young and needs its developers to pay more attention to some smaller details to improve user experience and polish some existing features.

Pros
Quick and easy to learn and train staff. PandaDoc support team is responsive, even if they don't have all the answers. Does some jobs well. If you just need to get a simple signature on a simple form, this is easy peasy.

Cons
No conditional logic on forms. For example a W-9 form requires either a SSN or EIN and only one check-box must be checked. No way to make conditional requirements like this. The editor is tedious when designing forms from scratch: making the slightest edit to a section that has many checkboxes, for example, will skew the whole document out of alignment. While viewing "Completed" documents, after opening a document to view it, then returning back to the list again, there's no indicator showing which document was last opened, so it's hard to know where you left off on the list of docs. This seems like such an obvious and simple feature. Published forms (forms embedded as code on on website) have the following issue: If a signature is needed from us (originator) and signer (website visitor), then signer must enter OUR email address before they can fill out the form. If we leave off our signature (as a workaround) then the signer will receive notification emails normally intended for originator (Your form has been viewed, etc) and there's no way to turn off those notifications. PandaDoc chat support staff was stumped on that one. There's no way to enable notification to another team member. This is a problem for teams that divide work. Example: team member #1 creates/modifies forms, team member #2 works with signed documents. Team member #2 can't be notified of newly arrived docs. Why limit who can be notified? Things like that. Improvements are needed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 2/10

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Noorhidayu S.

PandaDoc works fine

Used daily for 2+ years
Reviewed 2021-06-07
Review Source: Capterra

Pros
The ease of use of the online document generation software is my favorite feature. PandaDoc's is quite intuitive once you learn the basics, thanks to its user-friendly layout. This software does not require substantial user training, which I appreciate as the PandaDoc administrator at my organization. This makes it easy to implement across the firm.

Cons
PandaDoc's price table can be inconvenient because it isn't designed to work as an Excel spreadsheet. Our sales representatives would voice their dissatisfaction with this regularly. In many circumstances, it restricts our capabilities or significantly increases the amount of time and work we must devote to certain documents, such as sales orders.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Hafizah S.

Zoho Notebook is really the best

Used daily for 2+ years
Reviewed 2021-06-02
Review Source: Capterra

Pros
Using Zoho Notebook on my desktop pc or on my mobile device, I can easily take notes or save my thoughts. Not only written material but also music and pictures can be added to the note. However, the file size is limited. Using a digital notebook to save my notes is more safer than using a real notepad.

Cons
It does not allow an offline setting since it requires constant internet connections to view my notes in the software. If the note may be saved on my desktops as a backup option, it will greatly assist me in recovering my note if I lose internet access. Overall, most of the feature is really useful for me as i really in needs for a good digital notepad

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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PandaDoc pricing

Pricing options
Free
Free trial
Subscription
View Pricing Plans

Free eSign: free
Essentials: $19/user/month
Business: $49/user/month
Enterprise: contact PandaDoc sales team.

View our pricing here: https://www.pandadoc.com/pricing/

PandaDoc features

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Audit Trail
Document Management
Mobile Access
Reporting & Statistics
Reporting/Analytics
Third Party Integrations
Workflow Management

Billing & Invoicing (598 other apps)
Compliance Management (724 other apps)
Customizable Reports (687 other apps)
Data Import/Export (734 other apps)
Inventory Management (879 other apps)
Real Time Data (614 other apps)
Search/Filter (670 other apps)
Status Tracking (617 other apps)

Videos and tutorials

Additional information for PandaDoc

Benefits

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.