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PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business. PandaDoc integrates with your CRM, saves your team time, and provides transparency into your sales performance.
- Accounting
- Education-management
- Financial-services
- Hospital-health-care
- Nonprofit-organization-management
- English
Screenshot & Video
LICENSING & DEPLOYMENT
- Proprietary
- Cloud Hosted
- On Premises
- Windows
- Mac
SUPPORT
- Email
- 24x7 Support
Knowledge Base
- Help Guides
- Video
- Blog
PandaDoc Core Features
- Collaboration Tools
- Document Assembly
- Document Indexing
- Document Retention
- Document Sharing
- Document Storage
- Electronic Signature
- File Recovery
- File Type Conversion
- Offline Access
- Version Control
- Automated Quoting
- Contact Management
- Customizable Branding
- Discount Management
- E-Signatures
- Multi-Currency
- Product Configurator
- Quote Creation
- Quote Tracking
- Templates
- Audit Trail
- Collaboration
- Contact Management
- Document Management
- Electronic Signature
- Pipeline Management
- Requirements Management
- Revision Management
- RFP Management
- Collaboration
- Digital Signature
- Document Management
- Document Security
- Easy Integration
- Interaction Tracking
- Multiple Output Formats
- Process/Workflow automation
- Business Plan Templates
- Canvas Modeling
- Collaboration
- Dashboard
- Financial Templates
- Social Sharing
- Text Editor
- Collaboration
- Files Management
- Process Flowchart
- Reporting & Analytics
- Requirement Management
- Task Management
PandaDoc Pricing
Pricing Type
-
Contact Vendor
Preferred Currency
-
USD ($)
Free Version
-
Yes
Payment Frequency
-
Monthly Payment
-
Annual Subscription
-
Quote Based
Plans & Packages
Starter
$19 Per Month
Features
- Unlimited document uploads and e‑Signatures
- Rich media drag and drop document editor
- Real‑time tracking and notifications
Business
$49 Per Month
Features
- This plan includes all the features from Starter plan
- Custom quotes and sales agreements
- Custom branding and content library
- Deal rooms
PandaDoc Reviews
🏃 Brent W Peterson
Posted on Dec 29, 2021
Great tool for creating, sending, signing and organzing your documents
Review Summary
We have been using PandaDocs for a number of years and found it an invaluable tool to create our quotes, reports and contracts for our clients. It has helped us to keep everything in one place and the templates are especially useful for quickly creating documents even from our CRM.
Machell Enke
Posted on Dec 14, 2021
Great Solution for Document Management Needs
Review Summary
Have been using PandaDoc 3+ years for all our contract and proposal management needs. The integration with Salesforce and E-Signature functionality streamlined our sales to services process and drives data integrity. Love the UI and customer support is awesome.
Danielle Martin
Posted on Dec 13, 2021
Easy and Customizable Platform
Review Summary
PandaDoc has worked great for our office. It is easy for our staff to use and the customization of templates and documents in the platform makes for a smooth process.
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