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PandaDoc

PandaDoc
PandaDoc
Taking the work out of document workflow. Create, manage and e-Sign docs with ease.
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Published: January 19, 2024

What is PandaDoc?

Imagine a digital environment where creating, managing, tracking, and electronically signing documents is simplified and integrated into one platform.

PandaDoc offers a comprehensive solution for document workflow, providing a suite of tools for various business needs such as proposals, contracts, quotes, and eSignatures. It supports a range of integrations with popular CRM and payment systems, aiming to enhance collaboration and efficiency in document processing across different business functions.

PandaDoc Demo Video

Who is PandaDoc best suited for?

PandaDoc is best suited for businesses and professionals who manage document workflows digitally.

It’s ideal for sales teams, HR departments, legal professionals, and any organization that frequently deals with proposals, contracts, and agreements.

Its features cater to those who need to create, distribute, track, and electronically sign documents efficiently. This makes it particularly useful for environments where collaboration, speed, and accuracy in document handling are critical.

Use Cases

PandaDoc serves 30+ use cases, with the top five being:

  • Proposals: Streamlined creation of professional proposals with customizable templates, enhancing the process of proposal management and delivery.
  • eSignatures: Secure and legally binding electronic signature solutions for various documents, improving the efficiency of signing processes.
  • Quotes: Quick and efficient generation of quotes, with real-time tracking of when they are opened and viewed.
  • Contracts: Facilitates the creation, management, and electronic signing of contracts, with CRM integration for pulling customer data efficiently.
  • Payments: Allows for instant collection of payments directly from contracts, aiming to increase close rates and streamline payment processes.

Notable Features

The notable features of PandaDoc include:

  • Drag-and-drop document editing with over 750 templates.
  • Real-time access to document approvals, comments, and version tracking.
  • Integration with CRM systems for consistent data management.
  • Legally binding e-Signatures for improved document security.
  • Pre-approved templates and content blocks to maintain compliance and control.
  • Automated workflows for sales, HR, marketing, customer success, legal, IT, and finance teams.
  • Native integrations with popular business applications like HubSpot CRM, Salesforce, and payment gateways.

 

Price

PandaDoc also has three pricing tiers:

  • Essentials Plan: $19 per seat per month, with a maximum of 2 seats. Key features include unlimited document uploads and e-signatures, templates, real-time tracking, rich media drag and drop document editor, document analytics, and 24/7 email and chat support​​.
  • Business Plan: $49 per seat per month. This includes all features of the Essentials Plan plus CRM and Zapier integrations, content library, custom branding, approval workflows, forms, bulk send, and Salesforce integration​​.
  • Enterprise Plan: This is tailored for large companies with complex document workflows. Pricing is available upon request, and it includes all features of the Business Plan plus advanced quotes, smart content, SSO support, custom user roles, unlimited number of team workspaces, user performance, content reporting, notary, and API​​.

Please note that software pricing is subject to change. It’s recommended to visit their site for pricing and contact them for more information.

 

Customer Success Stories

Here are several customer success stories for PandaDoc:

  1. ResellerRatings: Integrated PandaDoc with HubSpot, reducing document turnaround time by four days​​.
  2. Legal Trustpoint.One: Created contracts in just five minutes using PandaDoc​​.
  3. Falck Ambulance: Shortened their billing cycle by six months with PandaDoc​​.

PandaDoc Reviews

Read the best PandaDoc reviews by verified users here:

Note: review counts as of Jan 6th, 2024.

Frequently Asked Questions

What is PandaDoc?

PandaDoc is a document automation software that helps businesses streamline their document creation, delivery, and tracking processes.

How does PandaDoc work?

PandaDoc allows users to create, edit, and send documents online, track their progress, and collect electronic signatures, all in one platform.

Is PandaDoc secure?

Yes, PandaDoc prioritizes data security and offers features like encryption, access controls, and compliance with industry standards to ensure the safety of your documents.

Can I integrate PandaDoc with other software?

Yes, PandaDoc offers integrations with popular CRM, payment, and storage platforms, allowing you to connect your existing tools and streamline your workflow.

What pricing plans does PandaDoc offer?

PandaDoc offers various pricing plans tailored to different business needs, including a free plan with limited features, as well as paid plans with additional functionality and advanced features starting at $19 per seat per month.

Still have questions? Get in touch

Learn More About PandaDoc

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Learn more on their site.

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Author

  • Joe Kevens

    I'm the Founder and Editor-In-Chief of B2B SaaS Reviews. I'm also the Director of Demand Generation at PartnerStack, the #1 platform purpose-built for partner management and affiliate marketing in B2B SaaS. Before PartnerStack, I worked for other go-to-market B2B SaaS companies: Influitive (Advocate Marketing designed to generate more reviews, references, and referrals), LevelJump (Sales Enablement) (acquired by Salesforce) and Eloqua (Marketing Automation) (acquired by Oracle).

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