PandaDoc Pricing, Features, Reviews & Comparison of Alternatives

PandaDoc

Crushing your Competition From Propose to Close

4.48/5 (711 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

Starting from
$9/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 screenshotSales documents that close - PandaDocPandaDoc screenshotPandaDoc screenshotPandaDoc screenshotPandaDoc screenshotPandaDoc screenshotPandaDoc screenshotPandaDoc screenshotPandaDoc screenshot

PandaDoc reviews

Value for money
Features
Ease of use
Customer support
  4.2
  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

Pros
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.

Cons
There are a few small issues that we've run into, however, the pros of this software heavily outweigh the cons. PandaDoc does not allow for multiple users to work in a document at the same time, but I believe this is something that is being addressed in the new editor or at least on the buildout updates for the future. From time to time we will run into small formatting issues due to a glitch in the coding. More often than not, they are isolated to one document. For a couple of issues we ran into, the development team was able to provide a timely fix, and the issues have been non-recurring. In the past few years that we've been using the platform, we have only had three instances where the software was down, two of those instances were for less than an hour. Even with the downtime, we have never missed a deadline to deliver a proposal, even in an industry where RFPs are common.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Kalie Langlois

Newer to the product, BUT LOVE IT!

Used daily for less than 6 months
Reviewed 2019-08-23
Review Source: Capterra

We have cut down the amount of time it takes to get signed legal documentation from customers which allows us to begin work on projects much sooner! Also, housing all documents in one place allows for ease of access should we need to find a specific document.

Pros
With software development being our field of specialty, we have many documents that we need our customers to read over and sign. The location to a printer for some was easy, but for others, it would take so long for them to print out the number of documents, sign them, scan them and send them back to our team in which they would live in a random folder in our drive. Using PandaDoc allows us to create templates for each of our legal documents and send them directly to the signer in which they can click a few buttons and send it back over to us and everything is housed neatly together in folders.

Cons
It does get a little pricey the more users you add, but if you only have one person that needs to access the information it is well worth it.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

Minimize review

Wilber Caminero

My Only and Go to Proposal Platform

Used daily for 2+ years
Reviewed 2020-05-08
Review Source: Capterra

I have been using PandaDoc for more than 3 years and I haven't been able to find anything like it.

Pros
What I love about this platform is the functionality and how it allows you to charge your client. It makes it very easy for your client to sign and pay right there and there.

Cons
I don't like the fact that you have to send reminders, manually.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

Ted Batycki

Has some big shortcomings

Used daily for less than 6 months
Reviewed 2016-08-11
Review Source: Capterra

I had high hopes for this software and am leaving exceptionally dissatisfied. Normally I wouldn't write a bad review, but this is more of a warning to others so they don't get surprised like I did.

Pros
Cool name.

Cons
#1. No text wrapping in fields. If you put a field on a form and someone types past the end of the field, it does not wrap text. It also does not tell them they hit the character limit. So what happens? Anything extra is lost with no way to retrieve it. Quote from support "Unfortunately this is a known issue. At this time there is no way to retrieve any information in these situations. " Yes, in 2016, a software company creating fillable fields is not capable of wrapping text or telling a user they are at the limit. #2 No batch sending. Want to send the same document to 20 people to complete individually? You have to manually add all 20 contacts, then manually send each one of them an individual form that requires an 8 step process. That's 160 steps to send 20 people the exact same form. #3 No way to identify required fields. Creating a doc with lots of fields with a mix of required and not required? There is no way to differentiate them visually. To check your work you must click on each field and see if the box is checked for it to be required. Nightmare of epic proportions.

Response from PandaDoc


Hi there!

I realize this response is long overdue, so first and foremost thank you for your honest feedback. Although this is our first public response, I can assure you that our team took your comments into account.

The truth is that we are not the company or the product that you once knew.

Since 2016, we have introduced a brand new editor built on user feedback like yours, equipped with overall better performance as well as features that you mentioned such as bulk send and required fields.

If you're still in the market for document automation software, drop us a line and our team would be happy to show you Editor 2.0.

We hope to have the opportunity to work with you again, and I sincerely apologize for your previous experience with us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

Minimize review

Rube Sayed

Hands down the best proposal builder

Used daily for less than 6 months
Reviewed 2020-05-04
Review Source: Capterra

We had been waiting years for our previous quoting tool to implement a content library, eSignature capabilities, live quote amendments. This was up and running in a matter of minutes.

Pros
It’s intuitive and easy to use. Being able to customise our design to suit and branding and style guide.

Cons
Native integration with Xero and cost however you get what you pay for. Also, you have to pay in USD.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

Minimize review

PandaDoc pricing

Starting from
$9/month
Pricing options
Free trial
Subscription
View Pricing Plans

Individual - $9/user/month

Business- $49/user/month

Enterprise - contact PandaDoc for a quote

API for eSigning and document generation - request a quote

PandaDoc features

API
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Document Management
Document Storage
Workflow Management

Activity Dashboard (543 other apps)
Billing & Invoicing (288 other apps)
Compliance Management (365 other apps)
Customizable Reporting (400 other apps)
Data Import/Export (377 other apps)
Inventory Management (405 other apps)
Inventory Tracking (320 other apps)
Monitoring (288 other apps)
Real Time Data (331 other apps)
Real Time Reporting (284 other apps)
Reporting & Statistics (493 other apps)
Third Party Integration (404 other apps)

Videos and tutorials

Additional information for PandaDoc

Key features of PandaDoc

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

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.