PandaDoc
by PandaDoc | Founded 2013, San Francisco, CA
Categories:
What is PandaDoc?
Industry Specialties: Serves all industries
PandaDoc is an automated solution for easy documentation that offers insights, easy workflows and a fast, seamless buying experience. It allows teams to get more deals, create documents and be more predictable. Automated legal binding of eSignatures and its API ensures security, convenience and easy operations. Users can replicate the approval process by sending, creating and tracking documents such as proposals, quotes, contracts, forms and more. Integrations are available with Salesforce, HubSpot, Pipedrive, Zoho, Copper and more.
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COMPANY SIZE
DEPLOYMENT
PLATFORM
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PandaDoc Pricing
Based on our most recent analysis, PandaDoc pricing and cost details are described here:
- Price
- $$$$$
- Starting From
- $19
- Pricing Model
- Still gathering data
- Free Trial
- Request for Free
Training Resources
PandaDoc is supported with the following types of training:
- Documentation
- In Person
- Live Online
- Videos
- Webinars
Support
The following support services are available for PandaDoc:
- Phone
- Chat
- FAQ
- Forum
- Knowledge Base
- 24/7 Live Support
PandaDoc Benefits and Insights
Why use PandaDoc?
Key differentiators & advantages of PandaDoc
- Streamline Workflow: Accelerate document creation, negotiation, approvals and signing through tools like eSignature and a drag-and-drop editor. Use templates and preset content blocks to optimize proposal generation.
- Easy Collaboration: Collaborate with team members and customers to create deals, negotiate terms and discuss contracts. Coordinate between departments with flexible role-based permissions and approval workflows. Resolve queries quickly through in-proposal activity logging and commenting.
- Real-Time Notifications: Receive instant email and mobile app alerts when a recipient opens, views or signs proposals. Anticipate client behavior by viewing how much time they spent on every section and page of the document.
- Incorporate Personalization: Customize documents with brand-centric details like logos, colors, images and text using the built-in editor.
- Enhance Security: Store business documents, data and files in a secure cloud location. Easily access required data in a centralized repository.
Industry Expertise
Serves multiple industries, including consultation, education, media, healthcare, HR, legal and more.
PandaDoc Reviews
Average customer reviews & user sentiment summary for PandaDoc:
2589 reviews
Synopsis of User Ratings and Reviews
Based on an aggregate of PandaDoc reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.
Pros
Cons
Researcher's Summary:
PandaDoc helps organizations create quotes, forms, contracts and other business documents along with securing eSignatures. The system’s strength lies in its user-friendly interface that facilitates quick document creation. Users also praised its robust customer support. Also, integration with CRMs like HubSpot, Salesforce, Pipedrive and Zoho helps simplify tasks.
However, some reviewers noted that it lacks extensive capabilities, particularly in the free version. Many reviewers also reiterated that it doesn’t allow them to edit sent documents and that some emails end up in the recipient’s spam folder. There’s also room for speed improvement. Overall, the product is well-suited for SMBs looking to create customized, branded proposals.
Key Features
- Forms: Collect information, payment and e-signatures from buyers, employees or applicants through forms. Embed them on websites or share via direct link without a code. Create editable forms for job applications, surveys, leave requests, order forms and more.
- Proposals: Create personalized, high-closing and accurate documents by opting from more than 450 pre-existing templates. Set auto-reminders, add brand-specific content and receive notifications in real time when involved parties open, view or sign proposals.
- Tracking and Analytics: Analyze recipient behavior like clicks, views and PDF downloads via reports. Optimize engagement by A/B testing multiple document variants. Gain actionable insights by reviewing metrics like the last page view, total and percentage of time spent on each page, and more.
- Quoting: Create precise quotes with quantity configurations, direct chat and interactive pricing tables that include multiple options. Reduce manual entries and add personalizations by exporting data from CRMs.
- Contract Management: Streamline the sales process through digital contracts. Choose from pre-built and approved templates or customize one. Access files in a centralized database via smart search.
- Drafting: Send multiple contracts and create new ones by copying and automatically including client data from an existing one.
- Renewals: Set up the provisioning process and renewal notifications when revisiting original contracts.
- Redlining: Collaborate easily through custom permissions, comments on different sections and chat.
- E-Signatures: Digitally sign documents on the go and receive electronic certificates after every signature. Offers data protection with HIPAA, ESIGN and UETA compliance. Monitor document activities via mobile devices with embedded audit trails for additional security.
- Payment Processing: Facilitates real-time payments with PCI DSS compliance. Accept payments via credit and debit cards, bank transfers, merchant accounts and mobile devices.
- API and Integrations: Seamlessly integrate modules into the organization's apps and websites. Securely capture e-signatures, create documents within the interface, optimize workflows and receive updates via API. Leverage native CRM integrations and connect with Salesforce, Zapier, Salesmate, Omniscient, Pipedrive, Canva and more.
Limitations
At the time of this review, these are the limitations according to user feedback:
- Doesn’t provide an extensive set of templates.
- Takes time to load documents.
- Customizing documents is inconvenient, particularly on mobile.
- Users can’t make changes to sent documents.
- Can’t combine multiple PDFs into a single file.
Suite Support
mail_outlineEmail: support@pandadoc.com.
phonePhone: Not listed.
schoolTraining: Live training sessions, self-paced onboarding checklists, video tutorials and documentation on fundamentals, migration, integrations and more. Watch on-demand webinars and register to access workshops and training guides for users and admins. A dedicated specialist is available to answer questions every Wednesday, 3 p.m. — 4 p.m. EST.
local_offerTickets: Not listed.
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