PandaDoc

Pandadoc offers businesses an all-in-one document automation platform to create, approve, and eSign proposals, contracts, and more. Founded in 2011, it helps teams streamline workflows, improve speed, and enhance customer communication with personalized, professional documents, fostering efficiency and better client relationships.

Founded in	2011
Location	🇺🇸 United States
Founders	Mikita Mikado

Features

Plans

No free plan available for this product.

Starter

$19 Seat cost per month

◈Unlimited document uploads and e‑Signatures

◈Rich media drag and drop document editor

◈Real‑time tracking and notifications

◈24/7 email and chat support

Business

$49 Seat cost per month

◈Everything in Starter, plus

◈Custom quotes and sales agreements

◈CRM integrations*

◈Custom branding and content library

◈Deal rooms

◈Approval workflows

◈Web forms*

◈Bulk send

Enterprise

Contact sales

◈Everything in Business, plus

◈CPQ (configure, price, quote)*

◈Workflow automation*

◈Smart content

◈Single sign‑on (SSO)

◈Team workspaces

◈Notary*

◈API*

Refund Policy

PandaDoc does not offer refunds (prorated or otherwise) upon cancellation of its services, as stated in their payment policy.

Ratings

trustpilot(4.2/5)

g2(4.7/5)

capterra(4.5/5)

producthunt(4.6/5)

Ai Opinion

✦

AI Rating(4.5/5)

Based on reviews from various sources, www.pandadoc.com earns a 4.5/5 stars rating.

What users like: user-friendly interface, customizable templates, integrated e-signatures, collaboration tools, advanced analytics, CRM and API integrations, automated workflows, secure and compliant, easy document creation, streamlined contract signing process, robust content library, smart content auto-population from CRM, easy tracking of document status, versatile and easy-to-use platform, excellent customer support, seamless integration with other tools like HubSpot.

What users don't like: occasional bugs and glitches, limited design customization, document formatting issues, learning curve for advanced features, inability to crop or resize photos within a frame, difficulty in aligning data fields with text, initial formatting issues when pasting from Word documents, occasional error messages, lack of offline mode, difficulty in learning some complex features, no ability to edit documents after completion or signing.

Conclusion: PandaDoc is highly praised for its ease of use, robust features, and excellent customer support, but it has some minor drawbacks related to design customization and occasional technical issues.

Sources:

Expert Opinion

✎

Expert Rating(4.4/5)

After testing PandaDoc, I found it to be an excellent platform for document automation, particularly in handling proposals, contracts, and e-signatures. Its versatility and ease of use make it a powerful tool for businesses looking to streamline their workflows.

One of the standout features of PandaDoc is its intuitive interface. Creating and managing documents is straightforward, even for users without much technical expertise. The platform offers a wide range of templates and customization options, making it easy to tailor documents to specific needs. Additionally, the ability to track document progress in real-time is incredibly useful for ensuring that contracts are signed promptly and payments are processed efficiently.

The platform supports robust collaboration features, allowing multiple stakeholders to work on documents simultaneously. This is particularly beneficial for teams working remotely or across different locations. The integration with popular tools like Salesforce, HubSpot, and Zapier further enhances its functionality by automating processes and reducing manual work.

However, there are a few areas where PandaDoc could improve. For instance, while the feature set is impressive, it can feel overwhelming for new users due to the sheer number of options available. Additionally, some users have reported issues with mobile app performance and limited editing capabilities on smaller screens. Another minor drawback is that certain advanced features, such as phone support or custom workflows through API integrations, are only available on higher-tier plans.

Despite these small limitations, PandaDoc excels in providing a comprehensive solution for document management. Its security measures are top-notch, ensuring that sensitive business information remains protected at all times. For businesses looking to go paperless and optimize their document workflows, PandaDoc is a highly recommended choice.

In conclusion, PandaDoc offers great value for money with its extensive feature set and ease of use. Whether you're a small business or part of a larger enterprise, this platform can significantly enhance your document management processes.