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Create, edit, track, and eSign documents quickly and easily
PandaDoc is an all-in-one tool to create, edit, send, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking and error-free proposals, quotes, and contracts with PandaDoc. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live-human support. The average PandaDoc user creates and sends a document in under 4 minutes and sees a 20% increase in closed rates. Join 50,000+ businesses that automate document workflows, speed up the pipeline, and win more deals with PandaDoc!
Typical customers
Platforms supported
Support options
Training options
Value for money
4.3
/5
1K
Starting from
19
/user
Per month
Value for money contenders
Functionality
4.3
/5
1K
Total features
132
15 categories
Functionality contenders
Overall Rating
4.5
/5
1K
Positive reviews
650
302
62
15
15
Overall rating contenders
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...
Andy K.
COO
Computer Software, 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...
Alexia R.
Business Supplies and Equipment, 1-10 employees
Used weekly for less than 6 months
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I use PandaDoc for creating business proposals for my clients. I like that my proposal documents look professional and are full of interesting and clickable content such as Youtube videos, external links, etc.
The integration of PandaDoc with Hubspot is fantastic in my opinion. Because this integration pulls data from all of my customers' Hubspot accounts onto the document that I'm working on, I can quickly and easily customize the client contracts that I use. It significantly simplifies the process of sending files.
I do not like the restricted methods in which you can design a personalized proposal document. I find this to be very frustrating. In point of fact, they assert that you may import a Word document, and the software will immediately convert it into a PandaDoc document for you. I gave it a shot, and unfortunately, it did not work in the least. Both the written content and the visuals were jumbled up. In addition to this, you are unable to add custom HTML code, which, in my opinion, should be a feature that they offer.
Luke M.
Media Production, self-employed
Used daily for 1-2 years
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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.
Ekta A.
Marketing and Advertising, self-employed
Used daily for 2+ years
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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.
Marcus K.
Marketing and Advertising, 11-50 employees
Used weekly for 6-12 months
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We onboarded PandaDoc to upgrade our contract signing process from a simple Google Sheet that our clients had to print, sign and scan. So just that switch has made a huge difference. Since then we have also found many other use cases - such as employee contracts and performance review forms
Lots of really useful features that are really simple to use. Lots of integrations also available via Zapier which has saved us a tonne of time on processes
There are some features that are quite complex and take a bit longer to get used to or set up
Cyril C.
Textiles, 1-10 employees
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Wonderful product discovering, harsh disappointment on the pricing model.
The visual template editor tool is completely insane; nothing to be compared to other existing SAAS out there. Tested like 7 other tools, really nothing compares.
The pricing model for the first 2 plans (essential 29$ / business 49$) EXCLUDES THE API ACCESS, that can only be enabled — with extra-charges — with an enterprise plan. The enterprise plan is on-demand quote only, through a useless call with the sale team, and probably very expensive (I did not go through there, not time for useless calls). This is completely insane as of 2021 as it makes Pandadoc...
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?
Q. What languages does PandaDoc support?
Q. Does PandaDoc support mobile devices?
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